Is there still value in SA’s general equity market?

South Africa's manufacturing sector recorded modest growth of 1.1% month-on-month in May, but the longer-term picture remains concerning. Since the Covid-19 pandemic, the sector has contracted by 13.4%, raising important questions about the future of industrial production, employment and economic growth. In this episode, we explore the factors contributing to…

In this podcast, STANLIB Asset Management’s Chief Economist, Kevin Lings, examines the latest US and South African employment data, exploring why the US economy continues to create jobs while South Africa's formal sector employment remains under pressure. In June, the US added 57,000 non-farm jobs, supporting steady economic growth despite…

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses whether US inflation has peaked yet, and a plunge in South African consumer confidence. US headline PCE inflation for May was at 4.1% y/y, but since end-April the oil price has fallen almost 34%. This should bring down inflation in June…

Markets are constantly evolving, testing investor conviction through volatility, changing sentiment and short-term uncertainty. In these moments, a disciplined and systematic investment approach can help investors remain objective and focused on their long-term goals. In this episode, Rademeyer Vermaak, Head of Systematic Solutions at STANLIB Asset Management, talks to Jeremy…

In this podcast, STANLIB’s chief economist, Kevin Lings, discusses South Africa’s May inflation rate, which increased by 4.5% year-on-year, mainly due to the fuel price. He notes, however, that there are few signs of secondary inflation effects in key categories. Kevin also unpacks some of the important changes to US…