Africa Intelligence Brief for Thursday, February 26, 2026

What matters today 1 SA Budget 2026 delivered yesterday — Godongwana holds the line: no VAT hike, no PIT/CIT rate changes, debt stabilised at ~78% GDP, third consecutive primary surplus, commodity windfall (gold+PGMs) lifts revenues ~R19B above target; bond issuance cut expected; markets respond positively 2 COSATU tests GNU on day after Budget — 3-month […]