The South African Budget Speech Commentary
The South African Budget Speech Commentary
7 Episodes
Decoding offshore equity opportunities
In this podcast, Kevin Lings, STANLIB Chief Economist, and Amit Parmar, Investment Specialist at JPMAM, delve into the global equities outlook for the year and discuss where the team is uncovering potential opportunities.
Budget 2023: bonds, currency respond positively
Government delivers credible proposals but efficient revenue collection is key. STANLIB’s Chief Economist, Kevin Lings, and Head of Fixed Income, Victor Mphaphuli, discuss the market’s response to the 2023 National Budget and what risks remain.
A Budget that strikes the right balance
SA’s 2023 National Budget tackles a number of concerns In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses how the 2023 National Budget released on Wednesday manages to balance demands for energy and social support with fiscal prudence.
A positive medium-term mini-budget, though it sets some ambitious targets
STANLIB’s Deputy Head of Fixed Income, Sylvester Kobo, highlights positive and negative aspects of the MTBPS
A good mini-budget, delivered in a challenging environment
STANLIB economist Ndivhuho Netshitenzhe assesses the key elements of the MTBPS 2022
Bonds and currencies respond positively to MTBPS
The government’s progress on fiscal consolidation and management of the debt trajectory is an improvement on the projections made in the February National Budget, says STANLIB’s Head of Fixed Income, Victor Mphaphuli. This is particularly encouraging, given the fears in 2020 that SA may have to resort to the International…
Medium-Term Budget Policy Statement shows commitment to tackle debt
SA’s Finance Minister, Enoch Godongwana, satisfied most of the outstanding questions that arose ahead of the delivery of his Medium-Term Budget Policy Statement on 11 November, says STANLIB Chief Economist, Kevin Lings. Minister Godongwana also, encouragingly, continued the prudent policy trajectory of his predecessor, Tito Mboweni. The MTBPS showed a…