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

Investec Focus Radio SA

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. Investec Focus Radio SA

Chapitres

1. Introduction (00:00:00)

2. Business confidence is slightly up - do you expect this continue? (00:01:05)

3. What macroeconomic factors will you be watching in the next few months that will affect the rand? (00:02:01)

4. How concerned are you about commodity prices? (00:03:01)

5. What global factors are likely to impact South Africa’s economy? (00:03:48)

6. Inflation outlook (00:04:40)

7. With an uncertain environment, what could derail further rate cuts? (00:05:27)

8. Is there improvement to household finances? (00:06:44)

9. There’s some improvement in mining production and output, do you expect this to continue? (00:07:51)

10. What will drive growth in the manufacturing sector? (00:08:59)

11. What do the latest economic indicators mean for the economy? (00:10:05)