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Economics & Markets

Economics & Markets

SA’s economic resurgence: Short-term trend or lasting recovery?

South Africa appears to be moving into a better space, with our currency and equity markets strengthening in recent days. What is driving this strength, and can this be sustained after the elections? Kevin Lings, STANLIB Chief Economist explores this question.

Economics & Markets

Global financial markets remain focused on US inflation and the outlook for interest rates

Despite sustained high interest rates, the US economy continues to outperform. The GDP growth estimate for 2024 was revised higher and is currently around 2.2%, up from 0.9% just six months ago. Although the upward revision was largely driven by the persistent strength of the US labour market, most parts of the US economy continue to record solid growth.

Economics & Markets

South African National Budget 2024/2025

Against a backdrop of formidable economic challenges, SA’s Minister of Finance, Enoch Godongwana, unveiled his third National Budget for 2024. Considering a landscape marked by high unemployment, weak confidence levels, and pressing infrastructure issues, the Minister navigated a complex fiscal terrain to address the country’s economic woes. With a cautious optimism for growth and a strategic focus on fiscal consolidation, the Budget sets the stage for critical discussions on sustainable economic recovery and long-term structural reforms in the nation.

Growing South Africa
Economics & Markets

Could SA cut interest rates before the US does?

The simple answer is yes. It would not be the first emerging market to do so. Globally, central banks have cut policy rates 52 times so far this year, mostly in developing and emerging markets, including Brazil, Sri Lanka, Vietnam, Georgia, Belarus, Chile, Peru and Poland.

Economics & Markets

2023 InPerspective | Webinar

In this webinar, Kevin Lings and Warren Buhai, share their views on what investors can expect in 2023 and beyond. They provide fresh ideas and unpack key macro themes and what these mean for markets and investors.

Economics & Markets

Taking stock of the SA and global economy

In this webinar, STANLIB’s Chief Economist, Kevin Lings, reflected on local and global economic challenges and shared his views on what the second half of 2022 could hold.