Economics & Markets
South Africa Medium-Term Budget Policy Statement 2023
This year’s medium term budget policy statement (MTBPS) was presented in a domestic environment of low economic growth.
1st November 2023
Economics & Markets
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.
27th October 2023
Economics & Markets
Mid-year investment outlook with J.P. Morgan Asset Management
Markets and economies have proved resilient so far this year in the face of rising interest rates, and investors are hopeful Goldilocks is on her way back. This seems too good to be true…
11th August 2023
Economics & Markets
US Sanctions & South Africa: Kevin Lings explores the risks and possibilities
Could the United States decide to impose sanctions on South Africa based on our ties with Russia?’
9th June 2023
Economics & Markets
Budget 2023 – Minister of Finance strikes a balance between generosity and prudence
SA’s National Budget recognises the need to help households and Eskom while maintaining fiscal discipline.
22nd February 2023
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.
20th February 2023
Economics & Markets
A market-pleasing MTBPS 2022
Minister Godongwana’s fiscal prudence likely to reassure investors
26th October 2022
Economics & Markets
Why should an ordinary South African care about the possibility of SA being greylisted by the global AML/CFT watchdog in a few months’ time?
The unwelcome news about the probability of SA being greylisted by the Financial Action Task Force (FATF) in February 2023 should be of grave concern to an ordinary South African.
5th August 2022
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.
27th July 2022
Economics & Markets
Unlocking South Africa’s tourism potential requires a more responsive government
SA’s tourism industry represents a major growth opportunity, and the sector has the ability to add significant employment, given its high level of labour intensity.
15th June 2022
Economics & Markets
Market behaviours and recessions
2022 has seen significant index declines from a January peak. The market is potentially pricing in a recession given an increasingly hawkish Fed
14th June 2022
Economics & Markets
A global economic update amid geopolitical uncertainty
In this webinar, STANLIB’s Chief Economist, Kevin Lings, provided a global economic update as we head into the second quarter of the year.
19th April 2022