Investec Investec Focus Radio SA

Now ep75: SA economy - what lies ahead?

Loading player...
Despite some notable economic gains for South Africa, growth constraints persist. What does this mean for the second half of the year? Investec Chief Economist Annabel Bishop shares her projections for the next six months and highlights the key economic indicators to watch out for.

Podcast key moments:

00:00 – Introduction

00:57 – Impact of elections on the rand, investor confidence and the economy

02:27 – GDP outlook for the rest of 2024

03:44 – Will the Purchase Manager's Index (PMI) improve?

05:10 – What will strengthen business confidence?

07:47 – Household finances remain restricted

09:04 – Inflation data positive for interest rates

10:45 – Impact of inflation on household finances

11:53 – Impact of global elections on South Africa

13:51 – Will South Africa’s 10-year benchmark bond recover?

16:19 – What are the key drivers of rand volatility?

17:40 – Key economic indicators to watch out for in the second half of 2024

Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.

Read more on www.investec.com/now
11 Jun 2024 English South Africa Business · Investing

Other recent episodes

What Next? Bridging the trust gap

In this episode of What Next?, Professor Mike Kenny (Cambridge) and Jacinta Koolmatrie examine the breakdown of trust between communities and institutions. They discuss how centralised governance and economic shifts have driven local grievances, and argue that rebuilding trust requires sharing power, working at community pace, and supporting locally led…
2 Apr 52 min

NOW Ep124: A crude awakening for inflation?

Interest rate cuts were meant to define 2026. Now, markets are bracing for hikes. In this episode of No Ordinary Wednesday, Investec’s Chief Economists Annabel Bishop and Phil Shaw examine how the energy shock is forcing central banks to reconsider their path. From London to Pretoria, policymakers face a familiar…
31 Mar 24 min

Macro Monday Ep110: Little sign of a near-term end to the war

With little sign of an early resolution to the war in the Middle East, supply constraints on commodities such as oil, gas, and helium may well endure. Chris Holdsworth Chief Investment Strategist, at Investec Wealth & Investment International notes that fuel prices likely to feed through quickly into consumer inflation,…
30 Mar 8 min

What Next? | Making the transition investable

Clean and green growth has moved from ambition to execution, but the challenge is one of pace. Investment conditions are key: predictable rules, credible pathways, and coordination across value chains, finance and government. This episode of What Next? Leadership Conversations for a Better Future, Helena Norrman, Marina Grossi, and Sang-Hyup…
27 Mar 35 min

Everything Counts | Episode 44: What the new 2026 tax allowances mean for you?

The new tax year is here, and the 2026 Budget Speech introduced important changes that could reshape how South Africans save, invest, and plan for retirement. In this episode of Everything Counts, host Motheo Khoaripe sits down with Vumi Dludlu, Investec financial adviser, and Johan Loubser, head of adviser enablement…
23 Mar 18 min
All episodes