Kevin Lings on markets, monetary policy, and geopolitical risks

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Economist Kevin Lings discusses the market impact of Trump’s policies, South Africa's conservative monetary approach despite low inflation, and the resilience of global markets amid geopolitical tensions. He advocates for bolder interest rate cuts in South Africa to foster growth and capitalize on rare moments of positive economic sentiment.

25 Nov 2024 8AM English South Africa Investing · Business News

BN Daybreak Fri 27 Feb - Enoch attacks "neo-liberal" labellers; Chip Wars author on AI impact; Deutsche Epstein shame

In today’s episode of BizNews Daybreak for Friday, 27th February 2026, Alec Hogg unpacks the latest market movements and geopolitical shifts you need to win the day. Here is what is on the agenda for today: Market Movements: The Rand is holding steady at R15.90 to the US Dollar, alongside…

26 Feb 11PM 22 min

BN Briefing: FinMin Godongwana on Treasury's growth plan; Budget reaction; Nvidia results; Anthropic

Markets welcomed South Africa’s Budget, with RMB’s Kgothatso Baloyi highlighting a narrowing deficit and an improving debt path. Finance Minister Enoch Godongwana then sets out Treasury’s “four pillars” growth story, with infrastructure and state capacity front and centre. The show closes in the US tech arena: Bloomberg unpacks Nvidia’s outlook…

26 Feb 10AM 11 min

National Treasury Post-Budget Breakfast: Godongwana defends growth plan as debt stabilises and tax hikes retreat

Finance Minister Enoch Godongwana, Deputy Ministers Ashor Sarupen and David Masondo, and DG Duncan Pieterse unpack the 2026 Budget at Treasury’s post-budget breakfast. From debt stabilisation and structural reform to small business relief, infrastructure spend and municipal dysfunction, the team argues South Africa has “turned the corner” – but tough…

26 Feb 9AM 1 hr 04 min

BN Daybreak: Nvidia results; Budget breakdown; Epstein saga; Anthropic and AI safety; Kganyago

Today’s BN Daybreak spans the AI trade after Nvidia’s latest numbers, fresh twists in the Epstein story, and a major shift at Anthropic as government and competitive pressures mount. We then turn local with Alec Hogg’s “good news” Budget read — before closing with SARB Governor Lesetja Kganyago on the…

25 Feb 11PM 11 min

BN Briefing: Alec Hogg breaks down 'good news' Budget; DepFinMin; Trump's SOTU; Dimon's warning

Tonight’s BizNews Briefing starts with Deputy Finance Minister David Masondo saying South Africa’s public finances have reached a turning point, with debt stabilising and the deficit narrowing. Alec Hogg then reports from Parliament on bracket relief, a revenue surprise and improved “housekeeping” at Treasury. The programme shifts to the US…

25 Feb 12PM 11 min

Kevin Lings on markets, monetary policy, and geopolitical risks

Other recent episodes

BN Daybreak Fri 27 Feb - Enoch attacks "neo-liberal" labellers; Chip Wars author on AI impact; Deutsche Epstein shame

BN Briefing: FinMin Godongwana on Treasury's growth plan; Budget reaction; Nvidia results; Anthropic

National Treasury Post-Budget Breakfast: Godongwana defends growth plan as debt stabilises and tax hikes retreat

BN Daybreak: Nvidia results; Budget breakdown; Epstein saga; Anthropic and AI safety; Kganyago

BN Briefing: Alec Hogg breaks down 'good news' Budget; DepFinMin; Trump's SOTU; Dimon's warning

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