Is there still value in SA’s general equity market?

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses two topics: The latest developments in the Middle East and their effect on the oil price; and disappointing US labour market data. Escalation of the Middle East conflict has resulted in a dramatic increase in the oil price, which could see…

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses two topics: the potential effects of the escalating war in Iran; and broadening private sector credit demand in SA. The war has triggered a rise in safe-haven assets, including gold, and in the oil price. For SA, the effect may be…

In this podcast, STANLIB Asset Management’s deputy head of fixed income, Sylvester Kobo, highlights key positives in the National Budget that caused bond yields to firm. Investors welcomed the announcement of a cut in debt issuance and credit rating agencies are expected to respond with an upgrade to the country’s…

In this podcast, STANLIB Asset Management’s chief economist, Kevin Lings, analyses the main features of the 2026 Budget Speech, which was welcomed by equity, bond and currency markets. The Budget showed further progress in fiscal discipline in six critical parameters, including cutting the budget deficit, keeping government expenditure below revenue,…

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses disappointing US Q4 2025 GDP growth of 1.4% q/q, which was largely due to the 43-day government shutdown. Underlying growth, at 2.2% y/y, is below long-term averages. However, latest US core PCE inflation was above expectations, at 3% y/y, exceeding the…