This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Kevin Lings on markets, monetary policy, and geopolitical risks

Loading player...

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

Other recent episodes

BizNews Edge: Dr Iraj Abedian - Where SA fits in the Strait of Hormuz standoff

South Africa's BRICS bet on Iran is about to cost you at the pump. As the Strait of Hormuz standoff drags on, economist Iraj Abedian tells Alec Hogg why a third of the world's oil is stuck behind a 33km bottleneck, why Dubai is now more exposed than Israel, and…

22 Jul 7AM 22 min

Boardroom Talk: RIP RW Johnson - leaving a huge hole in your nation's heart

In today's Boardroom Talk, Alec Hogg confirms the death of RW Johnson, one of South African political writing's sharpest and most combustible voices, and reflects on a decade of working with him: the audiobook that started it, the necrotising fasciitis he refused to let slow him down, the Steenhuisen column…

22 Jul 5AM 19 min

BN Daybreak: Ramaphosa impeachment risk; Sasol's boom; China's Kimi K3 AI model; Trump tariffs

In today's Daybreak, we unpack the growing impeachment momentum against President Ramaphosa and its potential threat to the government of national unity. We also dive into Sasol's operational rebound, highlighted by Secunda's best production run in five years. Globally, we explore Trump's proposed generic drug tariffs, a chipmaker-led market rally,…

21 Jul 11PM 15 min

Director's Cut: James Gubb - history of manias guides how to profit from AI revolution

Former hedge fund manager and CFA James Gubb argues the AI boom is real, but many investors are backing the wrong winners. In this interview with Alec Hogg, he explains why Oracle's credit downgrade could signal deeper cracks, why OpenAI and hyperscalers face mounting pressure, how China's AI advances are…

21 Jul 11AM 41 min

BizNews Edge: Rate hike coming; Gubb on winning from AI mania, Sasol, Nedbank, Kumba

Veteran investor James Gubb joins BizNews Edge to cut through the AI hype, weighing today's data centre spending against history's biggest capital booms and explaining why he's backing energy and nuclear stocks over AI names themselves. Also on today's show: Sasol's operational turnaround continues even as its share price cools…

21 Jul 10AM 26 min

All episodes