Podcasts about STANLIB

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.

'Die wêreld se kapitaalmarkte het begin vertroue verloor in Amerika': Kobus Nell, portefeuljebestuurder, Stanlib. Volg RSG Geldsake op Twitter

Nick Kunze from Sanlam Private Wealth unpacks strong US bank earnings – impressive, but are they just history? The real focus is the US 10-year and the uncertainty ahead. STANLIB's Rademeyer Vermaak weighs in on the biggest drivers likely to shape the local equity market this year. Investec Business Banking's Dylan Govender on the 90-day tariff pause – is it enough breathing room for businesses to plan ahead?

Stanlib's Rademeyer Vermaak explains his company's data-driven approach to risk management in uncertain times.

Kieran Witthuhn from Anchor unpacks the hefty Remgro discount to net asset value. Master Drilling CFO Andre van Deventer discusses strong results and a robust pipeline of new projects, while STANLIB's Eulali Gouws talks navigating money market funds amid falling interest rates.

Stanlib's Eulali Gouws explains the intricacies and implications of the coming Jibar/Zaronia switchover.

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

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.

This evening we look at the markets with Sasfin Wealth, Stanlib discusses SA companies sitting on R1.4trn of excess cash and why they aren't spending it, Modern Corporate Solutions gives us an update on copper prices. We speak to Investec about interest rate predictions for the upcoming MPC meeting, Telkom gives us insight into its new learning platform, and we get to know the CEO and founder of Dis-Chem Life, Greg Smith, in our Executive Lounge. SAfm Market Update - Podcasts and live stream

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.

‘You need to widen your net around diversification and find other things to help drive returns, and to help diversify your portfolio more appropriately' – Marius Oberholzer from STANLIB.

Kea Nonyana from Scope Prime discusses Sasol's results amid ongoing tough trading conditions. STANLIB's Marius Oberholzer explains how to build a multi-asset portfolio while staying within limits. Carmen Nel from Terebinth Capital explores why cash isn't always king and the opportunity cost of holding too much.

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.

Odwa Magwentshu from Momentum unpacks updates from Kumba Iron Ore, Anglo Platinum and DRD. Derrick Msibi, CEO of STANLIB, discusses the changing face of managing money and whether we can get off the grey list this year. Simon offers his thoughts on managing your portfolio in the era of Trump volatility.

Schalk Louw from PSG Old Oak breaks down the highs and lows of the first month of 2025. STANLIB's Johan Marnewick explores the ripple effects of the US pulling out of the Paris Agreement. Simon reflects on the experience of being a tourist in your own town or country.

Stanlib's Johan Marnewick asks whether attempts at energy reform are perhaps in vain, and notes that investing in these technologies has been ‘an enormously profitable enterprise'.

Stephen Grootes speaks to Professor Jan Havenga, Logistics Professor at Stellenbosch University and Director of Gain Group, about the introduction of SA-built locomotives aimed at reducing reliance on Chinese spares for coal transportation. In other interviews, Chetan Ramlall, STANLIB's Head of Quantitative Research, talks about the potential impact of a Trump administration on tech investments, leveraging Chetan's expertise in asset and portfolio management. See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Chetan Ramlall, STANLIB's Head of Quantitative Research, about the potential impact of a Trump administration on tech investments, leveraging Chetan's expertise in asset and portfolio management.See omnystudio.com/listener for privacy information.

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.

The SA Reit sector remained the top-performing asset class in 2024. We take another look at the performance of JSE-listed property stocks, and expectations for 2025 … This time with the fund manager and head of property at Stanlib. Podcast series on Moneyweb

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.

If China doesn't have any growth ‘that really will impact our exporters, especially our commodity exporters, in terms of their being able to sell stuff into China' – Ndivhuho Netshitenzhe from Stanlib.

Chantal Marx from FNB Wealth & Investments discusses Famous Brands's modest revenue growth, emphasising their focus on cost control. STANLIB's Ndivhuho Netshitenzhe highlights key economic challenges China is facing. Meanwhile, Debra Slabber from Morningstar SA shares a fresh perspective on South African equities.

Viv Govender from Rand Swiss discusses Old Mutual's move to launch another bank in the market. Tarryn Sankar from Stanlib explains the local credit market and its role within an investment portfolio. Simon explores why "cash is king" and suggests free-cash-flow per share as a key metric to measure it.

Tarryn Sanker from Stanlib explains that – unlike government debt, which is deemed to be risk-free – ‘these credit instruments present investors with a level of credit risk, as obligations to pay interest and/or repay principal may not be met'.

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.

Independent analyst Jimmy Moyaha analyzes Nvidia's results released after the US market closed on Wednesday: Did they meet the high expectations? Bidcorp CFO David Cleasby discusses their results, highlighting strong profits and impressive cash generation. Stanlib's Marius Oberholzer talks about multi-asset funds, the benefits of diversification, and the opportunities he currently sees in the market.

‘People don't have to go through capital gains tax events ... and can sleep well at night', explains Stanlib's Marius Oberholzer.

Independent analyst Jimmy Moyaha on the economy as the Bureau for Economic Research forecasts a 2.2% GDP growth for South Africa in 2025, with the local PMI expected to rise above 50. Stanlib's Rademeyer Vermaak discusses various equity investment strategies. Simon offers his perspective on Fed chair Jerome Powell's comments about potential US rate cuts in September.

Stanlib's Rademeyer Vermaak likens the business of investing to nuances in the sport of fencing – either very attacking, very aggressive, or very passive and sort of stepping back.

Odwa Magwentshu from Trive South Africa discusses Balwin's shift to a rental model alongside their sales model and provides an update on Vodacom. Stanlib's Sylvester Kobo explains multi-asset income funds and their unique features. Benay Sager from DebtBusters shares insights from their 3rd annual money stress survey, highlighting that women and youth are under the most financial pressure.

Stanlib's Sylvester Kobo explains that these funds within the fixed-income space give the fund manager flexibility to ‘really shift asset allocation' based on prevailing market conditions.

Guest: Andy Louw | Spokesperson for Infrastructure Investments at Stanlib See omnystudio.com/listener for privacy information.

 Yolanda Boqwana is a certified Compliance Practitioner (CPrac.) with 17 years of experience in Compliance Risk Management. Yolanda specializes in both Government (PFMA and MFMA) and Financial Services (Banking, Long Term Insurance, with exposure in LISP, Pension Fund Administration, Wealth, Asset Management, and Stock Exchange). She also holds a FAIS RE 1 license for Key Individuals and Compliance Officers.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.

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.

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.

Marisa Bester – Portfolio Manager: Private Equity, Stanlib SAfm Market Update - Podcasts and live stream

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

Stanlib CEO Derrick Msibi has highlighted two main issues impacting asset managers and the economy. Firstly, the rate at which rich South Africans are leaving the country and the two-pot retirement system kicking in next year. Business Day TV spoke to Derrick for more detail on this and how it impacts the economy and asset managers at large.

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.

Sithembile Bopela FNB talks Transaction Capital. After announcing a funding deal for Gomo the share has slipped even further, now trading below 600c. Value or value trap? STANLIB's Rademeyer Vermaak offers insights on value in the local market and takes a look at different investment strategies. Martin Soderberg from Spear Capital unpacks favourable exit techniques for an unlisted investment.

Kea Nonyana from EA Capital follows up on a bullish China prediction made earlier this year and examines Renergen's $750 million debt raise to finance the second phase of the Virginia gas field. Marius Oberholzer from STANLIB discusses strategies for managing expectations of lower returns in both local and global markets. Simon shares his perspective on the potential end of load shedding as renewables boom.

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.

•    Chris Yelland, Energy Analyst and MD at EE Business Intelligence analyses the Eskom's new executive announced by the public enterprises minister.    •    Telkom receives a formal bid from Rain. MTN monitors the moves as it wants a piece of Telkom as well.  •    The Money Show Explainer with Kevin Lings | Chief Economist at Stanlib on what is “trickle-down” economics and whether it works? •    Friday File - Luxury side of olive oil with Vittoria Jooste, CEO at SA Olive Industry AssociationSee 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.

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.

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.