Podcast appearances and mentions of kevin lings

In this incisive interview, Kevin Lings, Chief Economist at Stanlib, unpacks South Africa's fiscal crossroads, political uncertainty, and the looming VAT hike. He critiques the Government of National Unity's instability, the ANC's policy missteps, and missed opportunities for economic reform. Lings calls for urgent, credible growth strategies to restore investor confidence and tackle unemployment and inequality. With sharp insights into fiscal discipline, cabinet inefficiencies, and foreign investor sentiment, he highlights the critical need for coherent policy action. A sobering yet constructive reflection on South Africa's economic trajectory—and what it will take to turn it around.

In today's BizNews Briefing, Bronwyn Nielsen unpacks a hard-hitting column by RW Johnson on growing calls in US political circles to expel South Africa from the G20 - citing its GDP size and links to terrorism. Sakeliga's Piet le Roux slams new racial hiring laws as economic sanctions, while Kevin Lings explains why global investors are pulling back. Also, Dr. Frans Cronje discusses US perceptions of SA, Tesla's earnings surprise, and Trump's latest China comments.

Kevin Lings, hoofekonoom van Stanlib, bespreek sy berekening oor Suid-Afrika se korporatiewe kontantreserwes. Volg RSG Geldsake op Twitter

Stephen Grootes looks at the record R1.4 trillion corporate cash hoard, the Reserve Bank's expected rate cut, and examines the sell-off of SA bonds. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk.There’s more from the show at www.themoneyshow.co.zaSubscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa.Follow us on:702 on Facebook: www.facebook.com/TalkRadio702702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalkCapeTalk on TikTok: www.tiktok.com/@capetalkCapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalk See omnystudio.com/listener for privacy information.

Stephen Grootes speaks with Kevin Lings, Chief Economist at Stanlib, about South African corporates hoarding a record R1.4 trillion in cash amid economic uncertainty—could this reserve spark growth? The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.

In this BizNews Briefing: South Africa's budget takes center stage as Wayne Duvenage, CEO of OUTA, and Kevin Lings, Chief economist at Stanlib, share their expectations ahead of Finance Minister Enoch Godongwana's address. Meanwhile, global markets react as US President Trump calls for crypto as a strategic reserve, and Bitcoin hovers around $80,000. Plus, Ukraine and US representatives meet in Saudi Arabia for peace talks.

To unpack the rationale behind the proposed VAT hike and why the Treasury ruled out other options, John Maytham speaks to Kevin Lings, Chief Economist at Stanlib. See omnystudio.com/listener for privacy information.

Trump's tariffs and energy policies reshape global markets, posing challenges and opportunities for South Africa's economy and industries.

Today's focus is on Donald Trump's inauguration as he takes over from Biden. With dozens of executive orders expected, trade and tech deregulation are key themes. Experts weigh in on potential U.S. tax reforms, global market impacts, and South Africa's strategic positioning. Catch insights from Bloomberg, Kevin Lings, and Alec Hogg reporting live from Davos.

Trump's bold policies spark global shifts, with economic opportunities and risks for South Africa amid trade tensions and alliances. Bronwyn Nielsen spoke to Stanlib's Kevin Lings. Main topics: Trump's executive orders prioritize deregulation and US economic growth. Global trade tensions risk disrupting South Africa's vulnerable economy. Political neutrality is key for South Africa amid shifting global alliances.

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.

In this episode of the BizNews Briefing, host Alec Hogg is joined by global entrepreneur and self-described ‘capitalist activist' Rob Hersov; the IRR's Marius Roodt; Stanlib chief economist Kevin Lings; and with insight into the Microsoft results, our partners at Bloomberg.

Speaking to Alec Hogg on this morning's BizNews Briefing podcast, STANLIB's chief economist Kevin Lings urged swift government action following South Africa's medium-term budget update, citing low growth projections, high debt, and the need to capitalise on recent optimism. While supportive of public-private partnerships for infrastructure, Lings warns that delayed efforts could waste the nation's current window of opportunity for economic improvement.

In this episode of BizNews NewsWrap, we delve into the heated debate surrounding capitalism and socialism, featuring insights from influential Rob Hersov, who champions the successes of capitalism, and Kevin Lings, who warns of South Africa's escalating debt crisis. We also hear from Herman Mashaba, who challenges divisive political narratives, and Phumlani Majozi, who advocates for empowering black youth to shape their futures. Join us for thought-provoking discussions tackling pressing issues affecting South Africa today.

Kevin Lings, Stanlib Chief economist weighs in on what to expect ahead of finance minister Enoch Godongwana's medium-term budget policy statement tomorrow. See omnystudio.com/listener for privacy information.

Kevin Lings, Stanlib Chief Economist weighs in on the South African Reserve Banks interest rate cut. See omnystudio.com/listener for privacy information.

Stanlib chief economist Kevin Lings says he now spends at least half his time researching what's happening in the US - that's how important the world's biggest economy is for South African investment markets. In this interview with BizNews editor Alec Hogg, he unpacks why last night's bigger-that-expected US rate cut is excellent news for SA and, together with other recent developments, may help trigger a reverse in the long-term outflow of capital from the country.

South Africa's Monetary Policy Committee has decided to keep interest rates on hold at 8.25% in their recent gathering, Chief Economist at Stanlib Asset Management, Kevin Lings speaks to Bruce Whitfield to shed light on how regular South Africans are affected.   Chair of the British Chamber of Business in Southern Africa and Dean and director of Henley Business School Africa, Jon Foster-Pedley joins Bruce Whitfield to address why executives need to eliminate all the fluff and be direct when it comes to effective communication and leadership within companies.   Bruce Whitfield is in conversation with CEO at Aurik Business Accelerator, Pavlo Phitidis on crucial lessons from the businesses that thrived post riots, floods, uncertainty and self-doubt. Maya Fisher-French, a Personal Finance Journalist at Maya on Money, joins host Bruce Whitfield to examine the advantages and disadvantages of Crowd Farming as an investment option. Additionally, they address the necessity of regulation and measures for safeguarding investors. See omnystudio.com/listener for privacy information.

South Africa's Monetary Policy Committee has decided to keep interest rates on hold at 8.25% at their latest meeting. Chief Economist at Stanlib Asset Management, Kevin Lings, speaks to Bruce Whitfield to shed light on how regular South Africans are affected.See omnystudio.com/listener for privacy information.

The Federal Reserve held interest rates steady at a two-decade high of roughly 5.3% as it signalled that it will only cut until prices start to slow down. Kevin Lings, chief economist at Stanlib Asset Management explains what it means for the country and the SARB's cutting cycle.   Micheal Lawrence, executive director at National Clothing Retail Federation discusses the plan by the Western Cape clothing industry to re-establish local clothing manufacturing in order for the country to be able to compete with cheap imports. The plan involves creating new quick-response clothing factories around the province, this will also help ramp up employment.    Chantal Marx, Head of Equity Research at FNB Wealth and Investments, joins host Bruce Whitfield to discuss the influence of political events on financial markets, especially with elections looming in South Africa and the United States. They explore market reactions to politics, global and local election dynamics, and opportunities arising from pre-election mispricings.See omnystudio.com/listener for privacy information.

Federal Reserve held interest rates steady at a two-decade high of roughly 5.3% as it signalled that it will only cut until prices start to slow down. Kevin Lings, Chief Economist at Stanlib Asset Management explains what it means for the country and the SARB's cutting cycle.See omnystudio.com/listener for privacy information.

Kevin Lings, chief economist at Stanlib Asset Management on the SARB's MPC decision to hold rates. And Jaco Van Jaarsveldt, head of commercial strategy at Experian Africa on how high rates have impacted SA's middle class.   Duane Cable, head of quality at Ninety One on whether China's investment opportunities are worth the risk.   Nerina Visser, strategist and advisor at ETF SA was our investment school teacher — she looked at understanding your dividend strategy, for your investment portfolio.See omnystudio.com/listener for privacy information.

Noluthando Mthonti-Mlambo speaks to Stanlib Chief Economist, Kevin Lings about the latest GDP print. See omnystudio.com/listener for privacy information.

Food and fuel prices are responsible for yet another increase in the inflation rate. Inflation accelerated to a five-month high of 5.9% in October from 5.4% the previous month. Kevin Lings, Chief Economist at Stanlib joined Business Day TV to unpack the print in greater detail.

Kevin Lings,  Chief Economist at Stanlib Asset Management explains why SA is a country with champagne taste but only has budget for cheap beer.  He analyses SA's economic woes and appetite to keep borrowing to solve its economic woes.      Mteto Nyati, Eskom chairman discusses the parastatal's woes and responses to the financial ministers' midterm budget policy statement which had a warning shoot own state owned enterprises.     Small Business Focus: Positioning your business is key to standing out in the marketplace  with Pavlo Phitidis, CEO of Aurik Business Accelerator     Gugu Sidaki, Co-founder of Creed Wealth shares tips of choosing the right advisor   See omnystudio.com/listener for privacy information.

Noluthando Mthonti-Mlambo speaks to Kevin Lings, Chief Economist at STANLIB who gives his reaction to the MTBPS. See omnystudio.com/listener for privacy information.

South Africa's Finance Minister, Enoch Godwongdwana, is set to present the medium-term budget policy statement, bringing updates on economic forecasts, budget adjustments, and necessary spending changes. However, Stanlib's Chief Economist, Kevin Lings, warns that the upcoming mid-term budget won't bring good news. Lings, in an interview with Biznews, highlights a significant deterioration in South Africa's fiscal health since the February budget. He believes that the initial projections were overly optimistic, and government spending remains unchecked. Lings anticipates a R60 billion revenue shortfall and approximately R25 billion in overspending. He expresses scepticism about the government's ability to enact substantial changes to regain investors' trust. Lings rules out staff or salary cuts in the government and believes social payments won't be reduced during an election year. South Africa, he said, is heading in the direction of a fiscal cliff. Flags are going up and he urges the government not to wait for a crisis, as it did with Eskom, but to act proactively. Ling said the market is already concerned about these deteriorating fiscal parameters and the lagging tax revenue. If South Africa however can enhance its growth rate and eliminate load shedding, the country can attract substantial foreign investment.

South Africa will be looking to get more from its trade ties with the US, as the nation prepares to host the African Growth and Opportunity Act Forum. Business Day TV spoke to Stanlib's Chief Economist, Kevin Lings about how South Africa can capitalise on the AGOA Forum.

Kevin Lings, chief economist at Stanlib Asset Management on CPI increasing in September; and what does it mean for interest rates.    Sean Summers, newish Pick n Pay Group CEO on their interim results. He also expanded on why he does not like how the brick-and mortar stores of the retailer look.    Nicola Galombik, founder of Harambee Youth Employment Accelerator and board member, and executive director at Yellowwoods Holdings on her career trajectory and the importance of social entrepreneurship in the country.See omnystudio.com/listener for privacy information.

Consumer inflation has quickened to 5.4% year on year in September from 4.8% the previous month. This marks the second consecutive month that inflation has accelerated. To find out how the latest print could factor into the reserve bank's decision making process on interest rates, Business Day TV spoke to Stanlib chief economist, Kevin Lings.

Carol Paton, editor-at-large at Business24, Peter Attard Montalto, managing Director at Krutham and Busisiwe Mavuso, CEO at Business Leadership South Africa on how public enterprises minister Pravin Gordhan is overseeing SOEs.   Kevin Lings, chief economist at Stanlib Asset Management on SA's population growth; and what it means for the economy.    In our Investment School, Maya Fisher-French personal finance journalist at Maya on Money on why property investment is riskier than the equity market.See omnystudio.com/listener for privacy information.

Kevin Lings, chief economist at Stanlib Asset Management on inflation cooling down while some other items are still expensive.    Andy Hall, CEO at Adcock Ingram, the Panado maker, on their annual financial results.    Stuart Theobald,  financial Analyst, journalist and chairman at Krutham was our shapeshifter. He spoke about Intellidex changing to Kruthan. See omnystudio.com/listener for privacy information.

Kevin Lings, chief economist at Stanlib Asset Management on Fitch downgrading the US; and how the market reacted to it.    Cas Coovadia, CEO at Business Unity SA on the private sector meeting with the presidency to outline how they will help bolster the economy.    Catherine Wijnberg, founder and  CEO of Fetola was our shapeshifter, she spoke on her outstanding career trajectory and her work with small businesses.See omnystudio.com/listener for privacy information.

Kevin Lings, Chief Economist at Stanlib, has added a lot of Eskom-related data to the weekly pack of graphs he distributes to the company's clients - and in this interview, unpacks the key information, cutting through the complexity and technical jargon that often makes it inaccessible for many. Lings presents the information digestibly, allowing for a clearer understanding of the energy sector's overall situation. His conclusions point to there being hope - thanks to the successful renewables programme and the huge and growing role now being played by the private sector, which was only recently allowed to enter the sector. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dr Kate Philip, programme lead for the Presidential Employment Stimulus and Kevin Lings, chief economist at Stanlib Asset Management looked at why the economy is struggling to create jobs.    Basil Sgourdos, Naspers CFO discussed their financial results as well as their cross-holding structure with Prosus.     Viv Govender, portfolio manager at Rand Swiss on what price controls are and why they are making a comeback.See omnystudio.com/listener for privacy information.

Total employment in South Africa edged lower by 1% year-on-year in March. On a quarter-on-quarter basis it pulled back by 0.2% largely driven by job losses in trade while the community services sector was responsible for adding jobs during the period. Business Day TV unpacked the print in greater detail with Kevin Lings, Chief Economist at Stanlib.

Once in a while, somebody produces truly superb work on a complex subject that demands the widest possible audience. Stanlib chief economist Kevin Lings delivers one of those rarities in this interview where he takes a look back at the past three decades and correlates foreign purchases on the South African share market with critical criteria like economic growth, unemployment and government debt. The result is a compelling argument and encouragement that SA's desperate current situation is not pre-ordained; the road to success is no mystery - SA achieved it for more than a decade between 1996 and 2009. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kevin Lings, Chief Economist at Stanlib Asset Management  and Isaah Mhlanga, Head of Markets Research at  RMB discuss how  South African inflation rose for the second month in a row in March to 7.1% year-on-year, driven by a steep increase in food price surprising the market. Chris Yelland, Energy Analyst and MD at EE Business Intelligence discuss analyse the urgent cabinet meeting by president Cyril Ramaphosa for a new  plan for old coal power stations by government Shapeshifter -  James  Mastertons,  master roaster at Mastertons Coffee and Tea Specialists in Gqeberha Graeme Codrington, Futurist and Partner at TomorrowToday on Business Unusual on  Embracing Neurodiversity in the workplace See omnystudio.com/listener for privacy information.

Kevin Lings, chief economist at Stanlib Asset Management on the factors that increased SA's inflation.    Guy Leitch, editor at SA Flyer Magazine on British oil and gas giant BP vacating SA airports.    Ramasela Ganda, CEO of Zeda Group was our shapeshifter for the week. She spoke about why she left the public sector to go work for private business. She also discussed the future of the rental car business in South Africa.  See omnystudio.com/listener for privacy information.

Kevin Lings, chief economist at Stanlib Asset Management looked at how South Africa being greylisted will affect how the country does business, especially with its international peers.     Val Nichas, CEO at Spur Corporation on their interim financial results.    Yulande Roxburgh, founder of TinyHomes was our Friday File guest. She spoke about the trend towards mobile and tiny homes.See omnystudio.com/listener for privacy information.

Kevin Lings, chief economist at Stanlib Asset Management looked at how South Africa being greylisted will affect how the country does business, especially with its international peers.     Val Nichas, CEO at Spur Corporation on their interim financial results.    Yulande Roxburgh, founder of TinyHomes was our Friday File guest. She spoke about the trend towards mobile and tiny homes.See omnystudio.com/listener for privacy information.

Kevin Lings, chief economist at Stanlib looks at the factors that helped the country's consumer inflation to start cooling-off.    Chris Yelland, energy analyst reflects on André de Ruyter's decision to quit as Eskom's CEO. Then Cas Coovadia, CEO at Business Unity SA discusses concerns on how the leadership vacuum at the power utility is affecting the economy and the business sector.   Dr Ryan Noach, chief executive at Discovery Health was our shapeshifter - he shared his remarkable story on how he began his career in the health sector. See omnystudio.com/listener for privacy information.

Gavin Kelly, chief executive officer at Road Freight Association on why they are against the anti-dumping protection levies on the importation of tyres into South Africa.    On The Money Show Explainer, Kevin Lings chief economist at Stanlib on why local companies doing well while the economy is lagging?   For Friday, Roxanne Ferreira owner of Arrange Studio talks about the inspiration behind the Paradise Light. See omnystudio.com/listener for privacy information.

After two consecutive quarters of positive growth, real gross domestic product (GDP) decreased by 0,7% in the second quarter… The devastating floods in KwaZulu-Natal and load shedding contributed to the decline, and right on cue, stage 2 load-shedding is back…which is thankfully not as damaging economically as stage 4 and above but it shows that the risk remain for an already fragile national economy that had just recovered to pre-pandemic levels. In real terms, South Africa's economy is still slightly smaller than it was in 2019. To talk about this Michael Avery is joined by Mamello Matikinca-Ngwenya, chief economist at FNB; Kevin Lings, Chief Economist at Stanlib; Izak Odendaal, Investment strategist at Old Mutual Multi-Managers and Busi Mavuso, CEO of Business Leadership SA

The Ramaphosa Administration often refers to "nine lost years" under precedessor Jacob Zuma. But the billionaire trade-unionist-turned-mogul isn't doing much better in the hot seat with today's official GDP number for the second three months of 2022 contracting year on year - with SA's economy still below where it was ahead of the Covid lockdowns. Pretoria is caught in a vice of its own ideological making with no room to cut taxes; no capacity for borrowing to invest in growth; and no private investment as confidence in politicial leadership among consumers and businesses has fallen to an all-time low. In this insightful interview, Stanlib chief economist Kevin Lings shares his thoughts on how South Africans should shape their own investments to overcome the challenges of the depressing scenario in their homeland. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kevin Lings, chief economist at Stanlib on the country's annual inflation reaching record highs.      Bidcorp's annual dividend jumped by 75%, with profits rising by more than half to above pre-pandemic levels. Bernard Berson, CEO at Bidcorp helped Bruce Whitfield further analyse their financial results.      In Business Unusual, Colin Cullis looked at three names in big tech, two to watch and one to watch out for.See omnystudio.com/listener for privacy information.

Herenya Capital's Petri Redelinghuys talks markets as the Nasdaq has run over 15% since the June lows. Kevin Lings from Stanlib on how the base effect will bring down inflation next year. Absa's Justin Schmidt talks the latest PMI data as it falls to levels last seen during the July 2021 riots.

‘I don't think [central banks will] necessarily keep going at that 75 basis-point hike, but you're going to see further hikes during the remainder of this year': Stanlib chief economist Kevin Lings

Although Friday's profit-taking removed some shine, share prices around the world experienced a good week, especially some of the JSE's fallen angels that rose sharply to regain some lost ground over the past few months. This episode of the BizNews Breakfast Briefing also features highlights of two fascinating interviews - informal economy guru GG Alcock explains how Covid lockdowns and higher petrol prices have translated into a boom for township business (sparking a land grab by SA corporates); and Stanlib chief economist Kevin Lings explains why far-sighted investors are advised to take advantage of the current opportunity and buy shares now to profit tomorrow. Learn more about your ad choices. Visit megaphone.fm/adchoices

Stanlib chief economist Kevin Lings delivers a masterclass on why interest rates have been rising - and explains why inflation globally will soon start to fall. His thesis: US inflation peaked at June's 9.1% and within a year will drop sharply to a fraction of that level. If he's right, seemingly brave souls now rushing back into Wall Street may be well rewarded for their prescience by entering a market that is down sharply (S&P -17%; Nasdaq -24% in 2022). Lings is one of South Africa's leading economists and possesses a rare gift of being able to explain the dismal science in language that we can all understand. He visited the BizNews studio in Bryanston for this interview with Alec Hogg. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kfm Mornings chats to Kevin Lings, STANLIB's Chief Economist. See omnystudio.com/listener for privacy information.

Kevin Lings, chief economist at Stanlib analysis the effect of the consumer inflation breaching the SA Reserve Bank's target range (3%-6%) for the first time in five years. It is at 6.5% Does this mean the central bank will increase interest rate by 0.5% in the next MPC meeting?  Daniel Silke, Director at Political Futures Consultant on the final state capturer.  Shapeshifter - Namritha Sivsanker, CEO and Founder of Hope SA foundation See omnystudio.com/listener for privacy information.

Kevin Lings,chief Economist at Stanlib looks at the fuel price increase and whether the government can intervene again to relief consumers. Then Toby Shapshak, chief at Stuff Studios reviews the iPad Pro 11-inch. Then on Other People's Money, Duncan McLeod founder & editor of TechCentral discusses running a publication and his relationship with money.  See omnystudio.com/listener for privacy information.

Hendrik Du Toit ,CEO at Ninety One talks about the company's financial results. Kevin Lings, chief economist at Stanlib  on consumer inflation, remaining unchanged in April at 5.9%. Then Grant Pattison, managing director  at Heliogen, a renewable energy technology company  and former CEO of Edcon    is our Shapeshifter for the week                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    See omnystudio.com/listener for privacy information.

Kevin Lings, chief economist at Stanlib looks at the rate of inflation in South Africa. Kuseni Dlamini, Massmart group chairman, urges the government to introduce further reforms in order to unlock economic growth. For our shapeshifter, Bruce Whitfield, introduces Anat Apter, the woman behind Anat restaurant.  See omnystudio.com/listener for privacy information.

One of the best-performing categories since the beginning of last year has been commodities. Everything from oil to wheat to palladium to gold is up, due in large part to inflation worries. But how much room is there left to run? And how big a portion should commodities make up of a portfolio? Today Russia's invasion of Ukraine is unleashing the biggest commodity shock since 1973, and one of the worst disruptions to wheat supplies since the first world war. Although commodity exchanges are already in chaos, ordinary folk have yet to feel the full effects of rising petrol bills, empty stomachs and political instability. How Long Will the Commodities Boom Last? Let's welcome our panel ahead of next week's MPC meeting Mamello Matikinca, Chief Economist at FNB; Kevin Lings, Stanlib Chief Economist & Old Mutual Wealth Investment Strategist Izak Odendaal

Kevin Lings, chief economist at Stanlib looks at the country's economic growth trajectory. Pieter Engelbrecht, CEO at Shoprite on the company's half-year profit jumping by a whooping 25%. Then in our Investment School, Chantal Marx, head of equity research at FNB Wealth and Investments explained five golden rules of investing during a crisis. See omnystudio.com/listener for privacy information.

Kevin Lings, chief economist at Stanlib discusses the increase in inflation and how the South African Reserve Bank may try to tame it. Dr Glenda Gray, CEO at Medical Research Council on Patrick Soon-Shiong and the South African Medical Research Council's launch of the African vaccine manufacturing centre. For shapeshifter Mokgadi Mabela, founder of Native Nosi spoke about her love of honey and bees with Bruce Whitfield.  See omnystudio.com/listener for privacy information.

Tauriq Keeran, CEO at TymeBank, discusses Chinese Internet giant Tencent Holdings's investment in the company. Kevin Lings, chief economist at Stanlib Asset Management on the contraction of SA's GDP in the third quarter of 2021. Then in Investment School, Mduduzi Luthuli, co-founder and executive director at Luthuli Capital explains why no financial or investment plan can make you wealthy without mastering your financial behaviour  See omnystudio.com/listener for privacy information.

Stanlib's chief economist Kevin Lings unpacks the latest unemployment data, which reveals a decimated South African economy. In the third quarter of 2021, 660,000 jobs were lost in the formal sector. This takes the total to 2.1 million jobs lost since the start of the pandemic. The unemployment rate rose to 34.9% from 34.4% in the second quarter. The broader definition – arguably a more accurate indicator as it includes discouraged workers – came in at a staggering 46.6%. Lings outlines the importance of the growth of small- to medium-sized businesses, which are the backbone of an economy. He lambasts policy for making business difficult in an environment where we should be promoting policies that uplift the economy. Lings says there aren't too many positives to take out of the data; it paints a bleak macroeconomic picture in South Africa.  

In this episode of the BizNews Power Hour, Discovery CEO Adrian Gore lays out the case for making Covid-19 vaccines mandatory, arguing that forcing South Africans to be jabbed will save up to 40 000 lives during the Omicron-driven Fourth Wave; Stanlib chief economist Kevin Lings unpacks SA's shocking unemployment data where a further 660 000 jobs disappeared in Q3 (and youth unemployment hit 77%); Kokkie Kooyman shares his banking stock pick for 2022; and Anthony Sedgwick explains why ABAX (and other money managers) sold a chunk of RBH shares to Impala Platinum.

Guest: Stanlibs Chief Economist, Kevin Lings shed insight on the implications of The Medium Term Budget Policy Statement See omnystudio.com/listener for privacy information.

Kevin Lings, chief economist at Stanlib talks about the increase in petrol prices and factors that led to it. Melissa Fourie, executive director at the Centre for Environmental Rights on Cyril Ramaphosa's major green finance deal at COP26. And in investment school, Mduduzi Luthuli,  co-founder and executive director at Luthuli Capital explains investment time horizons. See omnystudio.com/listener for privacy information.

Kevin Lings, chief economist at Stanlib talks about the Automobile Association's warning on the increase of petrol price in the coming days. Lings explains how this increase will trinkle into other parts of the economy. Jerome Brink, director in the tax & exchange control practice at Cliffe Dekker Hofmeyr decodes what SARS and Spur are fighting about. And on Other People's Money, Stuart Theobald, co-founder & executive chairman at Intellidex discusses his relationship with money. See omnystudio.com/listener for privacy information.

The Reserve Bank's monetary policy committee has kept the benchmark interest rate at a historic low of 3.5% and has upped its growth forecast for this year to 5.3% from 4.2% previously. Alishia Seckam spoke to Kevin Lings, Chief Economist at Stanlib for his take on the decision

Kevin Lings, chief economist at Stanlib Asset Management discusses the significance of the R343 billion surplus that SA recorded in its current account. Editor-in-Chief at News24 Adriaan Basson on parties violating the law by not disclosing their funders as per the requirement of the legislation. Then Warren Ingram, personal financial advisor and executive director at Galileo Capital explains why investors are getting a better deal from fund managers and expensive fund managers are getting punished See omnystudio.com/listener for privacy information.

Is the Commodity Super Cycle over? Is the rand back on its way to 18 to the dollar? Cold Stocks take precedence over Hot Stocks. An overview of recent company results with a focus on the banks. Our market experts weigh in. Strictly Business

Is the Commodity Super Cycle over? Is the rand back on its way to 18 to the dollar? Cold Stocks take precedence over Hot Stocks. An overview of recent company results with a focus on the banks. Our market experts weigh in.

Treasury has announced a R39 billion economic relief package, which will be funded by higher-than-expected tax revenue. The lion's share of the funds will go towards reinstating the R350 unemployment grant. Alishia Seckam spoke to Kevin Lings, Chief Economist at Stanlib for his view on the relief measure.

Kevin Lings, Chief Economist at Stanlib Hugo Pienaar, Chief Economist at the Bureau for Economic Research & Mike Schussler, founder of economists.co.za Classic1027 on Twitter #ClassicBusiness · Classic1027 on Facebook #ClassicBusiness

Kevin Lings, Chief Economist at Stanlib Hugo Pienaar, Chief Economist at the Bureau for Economic Research & Mike Schussler, founder of economists.co.za

In this episode of the BizNews Power Hour, Alec Hogg is joined by co-host Steven Nathan, Eskom's Sikonathi Mantshantsha, energy expert Ted Blom on SA load shedding, Langa Madonko on the sale of Burger King, Kevin Lings, Mike Schussler and Steven Nathan provide insight into Q1 GDP figures and the BizNews Power Hour team.

In this episode of the BizNews Power Hour, Alec Hogg is joined by co-host Steven Nathan, Eskom's Sikonathi Mantshantsha, energy expert Ted Blom on SA load shedding, Langa Madonko on the sale of Burger King, Kevin Lings, Mike Schussler and Steven Nathan provide insight into Q1 GDP figures and the BizNews Power Hour team.

* The total growth for online retail in South Africa in 2020 came to 66%, bringing the total to R30.2-billion, reports MyBroadband.co.za. * South Africans aren't anti-vaccers. In fact, at least seven in every 10 adults surveyed in the National Income Dynamics Study – Coronavirus Rapid Mobile Survey - would get a jab if it was available. * Dutch-listed technology investor Prosus NV plans to raise its stake in South African parent Naspers to nearly 50% in a share swap deal that will move part of their huge holding in China’s Tencent to Amsterdam from Johannesburg. * The oil supply glut that built up after the pandemic forced producing countries to slash output has almost returned to normal levels, the International Energy Agency said Wednesday. * US consumer inflation rose far more than expected in Apr 2021 to 4.2%y/y, with core inflation up at 3.0%. Stanlib Chief economist Kevin Lings notes that US inflation could remain uncomfortably high for an extended period, unsettling financial markets.

* The total growth for online retail in South Africa in 2020 came to 66%, bringing the total to R30.2-billion, reports MyBroadband.co.za. * South Africans aren't anti-vaccers. In fact, at least seven in every 10 adults surveyed in the National Income Dynamics Study – Coronavirus Rapid Mobile Survey - would get a jab if it was available. * Dutch-listed technology investor Prosus NV plans to raise its stake in South African parent Naspers to nearly 50% in a share swap deal that will move part of their huge holding in China’s Tencent to Amsterdam from Johannesburg. * The oil supply glut that built up after the pandemic forced producing countries to slash output has almost returned to normal levels, the International Energy Agency said Wednesday. * US consumer inflation rose far more than expected in Apr 2021 to 4.2%y/y, with core inflation up at 3.0%. Stanlib Chief economist Kevin Lings notes that US inflation could remain uncomfortably high for an extended period, unsettling financial markets.

In this clip the Chief Economist at Stanlib - Kevin Lings - joined the BizNews Power Hour team to discuss CPI of 3.2% in March, lower than expectations of 3.3%. He shared his view on how can CIP be the primary proxy for inflation when inflation is visibly much greater in the real economy.

In this clip the Chief Economist at Stanlib - Kevin Lings - joined the BizNews Power Hour team to discuss CPI of 3.2% in March, lower than expectations of 3.3%. He shared his view on how can CIP be the primary proxy for inflation when inflation is visibly much greater in the real economy.

Kevin Lings, Chief Economist at Stanlib Mamello Matikinca Chief Economist at FNB and Investec Chief Economist, Annabel Bishop

The IMF has upped its GDP growth forecast for SA in 2021 from 2.8% to 3.1%. The SARB recently raised their 2021 growth forecast from 3.6% to 3.8%, while some private sector economists like Old Mutual think growth this year may be as high as 5%. Yet load shedding bites again as a stark reminder of the fundamental weakness the economy displayed going into Covid still that lurks as a threat to riding any global rebound waves. It’s unclear, at this stage, whether the Government’s decision to paus the J&J vaccine rollout will have a material impact given that it hasn’t even started yet. An analysis published in a new World Bank report shows that vaccinating 60% of South Africa’s population to induce so-called “herd immunity” against Covid-19 would have a benefit-cost ratio of more than 29, and that the economic benefits would be amplified by an accelerated vaccination roll-out. Michael Avery spoke to Kevin Lings, Chief Economist at Stanlib; Mamello Matikinca, Chief Economist at FNB; and Investec Chief Economist, Annabel Bishop; about the prospects for economic growth for the remainder of the year.

South Africa's wealth is at a record high according to Kevin Lings, chief economist at Stanlib asset management. Exclusive books is considering pursuing criminal complaints against former CEO Benjamin Trisk. This is after last month the High Court rejected an application by Trisk to force the bookseller to help him obtain a tax exemption.Grattan Kirk, CEO at Exclusive Books took Bruce through the issue.  John Tallodi, managing director at Classic Cars Passion, talks about the booming classic cars market  See omnystudio.com/listener for privacy information.

Kevin Lings, Chief Economist and economic experts discuss the effects of high fuel price hikes of the consumers. Mduduzi Luthuli, Co-Founder and Executive Director of Luthuli Capital on the Investment School feature discusses the other side of diversification on your investments.  See omnystudio.com/listener for privacy information.

Arabile Gumede speaks to Kevin Lings, Chief Economist at Stanlib Asset Management about the economic report for the second quarter of 2021. TymeBank's secret to signing 5000 clients a day and becoming the fasted growing bank in SA. Shapeshifter is Founder and CEO of Mazibuko Motors Nhlanhla Mazibuko See omnystudio.com/listener for privacy information.

Bruce Whitfield speaks to Kevin Lings, Chief Economist at Stanlib about South Africa's economy shrinking by 7% in 2020, the worst contraction since 1946.   Simon Brown, Financial Educator and founder of Just One Lap takes listeners and Bruce through Invesment lessons from Warren Buffet   See omnystudio.com/listener for privacy information.

Chief economist at Stanlib, Kevin Lings gave an analysis on the International Monetary Fund revising upwards on its world growth outlook. CEO of Giraffe,  Anish Shivdasani gave details on a newly launched series of free online courses designed to make job seekers more employable. See omnystudio.com/listener for privacy information.

In episode 52 of Inside Covid-19, you'll notice a significant change as we've edited the interviews into highlights and with it shortened the length of the podcast. Interviews featured in this podcast are available in full separately via the Biznews.com website or App. In this episode, South Africa's Supplementary Budget quantifies the cost to taxpayers of the pandemic at a net R341bn – we'll examine the why, what and where to from here with contributions from finance minister Tito Mboweni; National Treasury director general Dondo Mogajane; and Stanlib chief economist Kevin Lings. Also in this episode, another kind of quantification, this time from Vitality's wellness chief on how exercise habits have changed in lockdown, and we hear from the professor leading the local testing of Oxford University's coronavirus vaccine. - Alec Hogg

In episode 52 of Inside Covid-19, you'll notice a significant change as we've edited the interviews into highlights and with it shortened the length of the podcast. Interviews featured in this podcast are available in full separately via the Biznews.com website or App. In this episode, South Africa's Supplementary Budget quantifies the cost to taxpayers of the pandemic at a net R341bn – we'll examine the why, what and where to from here with contributions from finance minister Tito Mboweni; National Treasury director general Dondo Mogajane; and Stanlib chief economist Kevin Lings. Also in this episode, another kind of quantification, this time from Vitality's wellness chief on how exercise habits have changed in lockdown, and we hear from the professor leading the local testing of Oxford University's coronavirus vaccine. - Alec Hogg

The novel coronavirus (Covid-19) has infected an average of 2 200 people per day globally since 20 January, resulting in the death of at least 3 825 people. As at 9 March, the number of confirmed cases worldwide stood at an estimated 110 041, although just over 61 000 of these people have subsequently recovered. To put the Covid-19 infection rate into perspective, the total number of confirmed cases for the SARS virus in 2002/2003 was 8 096 (with an infection rate of around 790 people per day), killing approximately 770 people. So far, the virus has affected 106 countries including South Africa, which is up sharply from 40 countries on 26 February.  We speak to Kevin Lings, Chief Economist at Stanlib about the impact the coronavirus has on economies and financial markets. we speak to Stanlib chief economist Kevin Lings about the impact Covid-19 has on economies.  See omnystudio.com/listener for privacy information.

We can all assume the chief economist at Stanlib knows a thing or two about the world. Imagine my alarm when I read he thinks we need to fall out of love with equities. Thankfully the headline was just clickbait and Kevin Lings said nothing about Bitcoin. If you let yourself read beyond the headline (lesson learned, I assure you), you'll find a thoughtful explanation of why the South African equity market is where it is today. In this week's Fat Wallet Show, Simon and I discuss what our alternatives are if we don't love equity. We get to talk about bonds, which makes me so happy. We also delve into stacking your home loan and the right amount of emerging market exposure for equities. Roberto What's a general recommendation percentage-wise in ones portfolio allocated to emerging markets? I have been buying Satrix World and Emerging Markets ETFs in my tax-free savings, split 70% and 30% respectively. Is that perhaps too aggressive on Emerging Markets? I have seen online 20% max is usually recommended, at least for investors in Europe. @layoutordie Stocks give a 13% return, but (tfsa aside) you pay tax now or later. Paying off home loan gives a 10.5% (or greater) return, tax free. Am I missing something, or is a tax free return of 10.5% better than equity? Subscribe to our RSS feed here. Subscribe or rate us in iTunes. Win of the week: Shane We recently adopted a rescue cat named Myshka. She's 18 months old, has all of her vaccinations and has been spayed. I've been listening closely to your views on funeral cover and thought that the same philosophy could be translated into pet insurance. We spoke to a veterinarian friend of ours who indicated that Myshka is unlikely to have any health issues during the first 5 to 7 years. She has a life expectancy of at least 15 years. Diet apparently plays a large part in their health, so she's only getting Science Diet (There go our bubbles...) With this information, the plan is as follows: Step 1: Obtain quotes for the "Rolls Royce" of pet insurance for an 18 month old female cat with no medical history (Let's let the actuaries assess her risk and do the hard work for us for free). Step 2: Select the most expensive quote (the theory is that we are selecting the most risk averse actuary out of the lot). This quote came to R410 per month. Step 3: Round up to R500 per month to build in an extra margin of error for risk and invest this amount into an equity ETF and watch our Money Bunnies grow (thanks Stealthy!). We worked on the following figures and assumptions: - R500 per month contributions adjusted annually by inflation (assuming 5%) - Assuming an annual growth of 12% over the 5-7 year period - Adjusting the 12% growth down by our assumed 5% inflation figure to 7% We are assuming we are in a relatively safe space regarding kitty health in the first five years After 5 years we enter the "danger zone" but we have almost R30,000 in today's money to pay for vet bills. Assuming the pet insurance premiums don't increase (which they will), this means that we would be spending in excess of R24,600 in insurance premiums during the first five years of Myshka's life. This is the same period of time that she is at low risk. This investment is not as liquid as we might want it to be for an insurance, but that's why we have our six-month emergency fund to draw on in case of kitty emergency. We can then slowly replenish the emergency fund or cash out some or all of our investment to replenish the emergency fund when the market allows for it. By the time Myshka reaches the end of her lifetime at a conservative 15 years and assuming she hasn't had any major health events, we will have a tidy little sum of R215,000, which can be put towards a royal kitty funeral with loads of bubbles or a golden plaque in memoriam of our beloved Myshka (Don't worry, I'm just kidding, I'd never invest in Gold... Bubbles it is!) Brecht A few years ago I worked for MTN and they had a share incentive scheme in which the employee received shares after a certain number of years of employment. I've watched these shares climb very nicely and have watched them drop very nicely. I am way over invested in one share and was wondering how best to start selling and getting diversified whether in ETFs or other shares. My thinking is to start selling R40,000 a year to not incur CPT and that would be a great start to funding my TFSA and buy some other ETFs with the extra? Your thoughts? Currently my MTN shares are with ABSA stockbrokers and they charge a +-R80 admin fee every month. Would it be worth moving? Sexy Bear Two years ago, I found myself desperate and in a deep, dark hole to the tune of almost R3m. That was made up of a house, vehicle debt and over R600,000 in unsecured loans and credit card debt. We overspent my income by at least R20,000 per month! From the outside looking in, I was probably ‘living the dream'. The reality was vastly different! I was unhappy and in debt that I couldn't even afford to go away for a weekend. I realised it was absolutely absurd that despite earning a decent salary I was literally broke. I put the house and my wife's car on the market, I started frantically paying back debt a little bit at a time, lump sums when I had them. The legal fees for the divorce set me back a bit in my journey but they were SO worth it, I was divorced within six weeks. I also had an ANC which was helpful… Today and I am in a much healthier (and happier) financial position! I only have a few more rehabilitative payments due to my ex-wife. I am debt free. I have an emergency fund I have a credit card with a R 1,000 limit. The bank initially wouldn't reduce my R 350,000. I had to threaten to close my account. I have closed my Allan Gray Equity account. I have consolidated my RAs into one. I have fully funded TFSAs for my kids and myself I am in the process of changing my medical aid from Discovery to Genesis for a R1,500 per month saving. I have threatened the bank that if they don't waive my R475 pm account fees, I am changing to Capitec… They have asked for a meeting to discuss…?!? DSTV is on its way out… I have life insurance for my kids… and a will… I max out my RA annually. This is with 10X now, at 75% local exposure? (Reg. 28) I don't want any more developing market (or RSA) exposure. Because I don't want further rand exposure than already in my RA, I believe the STXWDM is right for the TFSAs. Am I correct in saying that I already have enough emerging market exposure in the RA? I have a further R500,000 pa that I want to invest in dollars. I prescribe to Patrick McKay's take on buying the market, so I am interested in the Vanguard world from either Ireland or the US. Should I use my EasyEquities USD account to buy VT ETFs or try and set up an Interactive Brokers account and buy the VWRD? I am aware of the death duty on the VT, but you can't control everything (or anything at times!), so it wouldn't cause me sleepless nights that if I were to croak suddenly there would be a tax liability. If I were to croak slowly I could always sell or move prior to my last croak… I would need an international will with the VWRD through IB, would I require an international will for the EasyEquities VT? Is the EasyEquities USD account truly offshore? If I reach my goal of financial freedom, become an international jet setter and say moved to Croatia, would I be able to access these EasyEquities USDs from there, assuming I have a Croatia bank account? Do you see any gaping holes in my financial restructuring above? At this point I will have all my investments in three places: 10X RA, TFSA STXWDM and EasyEquities USD VT, although I feel OK with this do you feel that it is sensible?