NOW Ep87: Confidence - The catalyst for SA's economic revival

Loading player...
In the latest episode of Investec's No Ordinary Wednesday podcast, economist Lara Hodes discusses rising business confidence in South Africa, the effects of an easing monetary cycle, and an increase in mining production. But as we celebrate these wins, could global tensions stand in the way of further progress? Listen in to find out.

Podcast key moments:

00:00 - Introduction
01:05 - Business confidence is slightly up - do you expect this continue?
02:01 - What macroeconomic factors will you be watching in the next few months that will affect the rand?
03:01 - How concerned are you about commodity prices?
03:48 - What global factors are likely to impact South Africa’s economy?
04:40 – Inflation outlook
05:27 - With an uncertain environment, what could derail further rate cuts?
06:44 - Is there improvement to household finances?
07:51 - There’s some improvement in mining production and output, do you expect this to continue?
08:59 - What will drive growth in the manufacturing sector?
10:05 - What do the latest economic indicators mean for the economy?

Read more on www.investec.com/now

Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
Chapters
  • 00:00 Introduction
  • 01:05 Business confidence is slightly up - do you expect this continue?
  • 02:01 What macroeconomic factors will you be watching in the next few months that will affect the rand?
  • 03:01 How concerned are you about commodity prices?
  • 03:48 What global factors are likely to impact South Africa’s economy?
  • 04:40 Inflation outlook
  • 05:27 With an uncertain environment, what could derail further rate cuts?
  • 06:44 Is there improvement to household finances?
  • 07:51 There’s some improvement in mining production and output, do you expect this to continue?
  • 08:59 What will drive growth in the manufacturing sector?
  • 10:05 What do the latest economic indicators mean for the economy?
26 Nov 2024 English South Africa Business · Investing

Other recent episodes

Everything Counts: Sports Edition | How Mpumelelo Mhlongo invested his first pay cheque

Most athletes train for medals. Few train for financial longevity. In this episode of Everything Counts: Sports Edition, Paralympic record holder Mpumelelo Mhlongo shares how he approached money with the same discipline he applies to sport − investing his first serious paycheque, supporting his family and building generational wealth that…
10 Mar 30 min

Macro Monday Ep107: What the surge in energy prices means for the world economy

As the conflict in the Gulf continues, energy prices have risen sharply. Chris Holdsworth Chief Investment Strategist, at Investec Wealth & Investment International, examines the impact on global inflation and growth, as well as on President Donald Trump’s popularity ahead of the US midterm elections later this year.
9 Mar 9 min

What Next? | The meaning deficit

What Next? Leadership Conversations for a Better Future examines how leaders can build future-fit economies in a time of accelerating technological and societal change. In this episode we're joined by educator, leadership thinker and author, Sudhanshu Palsule, Gillian Secrett, Director of Leadership and Culture at CISL and community leader and…
6 Mar 32 min

NOW Ep122: A new cycle for private equity

Private equity is shifting gears. As rates turn and investor confidence improves, funds are deploying again, and South Africa is firmly back on the radar. But this isn’t a return to excess, it’s a shift toward smarter leverage, disciplined execution and sharper capital structuring. In the latest episode of No…
3 Mar 19 min

Macro Monday Ep106: What the Strait of Hormuz means for energy prices

What will be the impact of the hostilities in the Middle East on the world economy? Chris Holdsworth Chief Investment Strategist, at Investec Wealth & Investment International, examines the impact on oil prices, in particular, taking into account further disruption at the key Strait of Hormuz.
2 Mar 10 min