STANLIB STANLIB Podcasts

SA's government revenue shortfall raises red flags

--:--
In this podcast, STANLIB's Chief Economist, Kevin Lings, discusses the R65 billion estimated shortfall in government revenue streams to end-August, based on latest tax collections. The Minister of Finance is expected to explain how government intends to make up the shortfall in his upcoming Medium-Term Budget. Kevin also discusses meaningful progress in controlling euro area consumer inflation, but highlights disparities among different European countries and the dilemma this presents.
2 Oct 2023 English South Africa Investing · Business News

Other recent episodes

STANLIB Enhanced Multi Style Equity Fund takes benchmark-beating positions in Q1 2024

The STANLIB Enhanced Multi Style Equity Fund, an active SA equity fund, outperforms its benchmark, the JSE’s Capped Swix Index, by taking rational decisions, says Rademeyer Vermaak, Head of STANLIB’s Systematic Solutions business. In Q1, the fund benefitted from its positioning in gold counters as well as its offshore holding…
1 May 11 min

STANLIB Multi-Asset aims for smoothed returns as equities set for bumpy gains in 2024

Marius Oberholzer, STANLIB’s Head of Multi-Asset, says trends are positive for equities in 2024, but the team is managing expected market volatility. Once interest rate cutting begins, corporate activity should accelerate and earnings growth should start to materialise. In SA, there are still risks, including the looming elections, but signs…
1 May 15 min

SA manufacturing declines sharply in March but electricity stabilises

SA’s manufacturing production data for March was shocking, down 2.2% m/m from -1% m/m in February, and down -6.4% y/y. This, together with weak mining and consumer data, is likely to translate into a very disappointing Q1 GDP outcome. However, the absence of load shedding in April could stimulate manufacturing…
13 May 4 min

Positive US labour market trends and SA’s energy supply stabilises

A range of recent US labour market data, including jobs created, the unemployment rate and wage growth, are encouraging signs of declining inflation and may lead to interest rate cuts. Equity and bond markets rallied after the data was released. If these trends continue, we expect that a US interest…
6 May 10 min
All episodes