STANLIB STANLIB Podcasts

SA GDP growth surprises a little on the upside, but needs much more impetus

Loading player...
In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses SA’s GDP numbers for Q1, which surprised a little to the upside, and expectations of what economic growth could look like for the rest of the year. He looks at sectoral contributions and notes that manufacturing remains a weak spot in the economy, as manufacturing production also declined, and stresses the need to be closer to other emerging markets at 4% on a sustained basis. He also discusses US inflation (CPI and PPI) for May and the relatively high headline inflation (against a 2% inflation target) as gasoline prices soar. He also discusses the Fed’s meeting this week and pressure on the new Fed chair to cut interest rates.

STANLIB Asset Management (Pty) Ltd is an authorised Financial Services Provider in terms of the FAIS Act. This should not be construed as advice.
15 Jun English South Africa Investing · Business News
Star episode

Other recent episodes

US economic growth broadens in Q3; SA’s GDP bigger than previously estimated

In this podcast, STANLIB’s Chief Economist, Kevin Lings, discusses the areas of strength and weakness in US GDP growth of 3.4% in Q3 2026, which was relatively broad-based. He also explores why the Fed decided to hold interest rates unchanged. Kevin discusses Stats SA’s re-basing and recalculation of GDP, which…
2 Nov 16 min

SA is not yet seeing second-round inflation effects: Kevin Lings

In this podcast, STANLIB’s Chief Economist, Kevin Lings, analyses the details behind SA’s below-expectation increase in inflation in September, to an annual rate of 4.5% from 4.4%. While fuel inflation is 27.9% y/y, it has not yet fed into other categories – e.g. food inflation is only 1% y/y, though…
26 Oct 10 min

MTBPS 2026 shows evidence of positive fiscal progress

In this podcast, Kevin Lings, Chief Economist at STANLIB Asset Management, highlights what was positive and what was disappointing in today’s Medium-Term Budget Policy Statement. He discusses how achievable the revenue and expenditure targets are, and stresses the need for stronger policy measures to push SA’s growth rate up to…
21 Oct 16 min

Minister delivers positive surprises for bond investors in the MTBPS

In this podcast, Sylvester Kobo, Deputy Head of Fixed Income at STANLIB Asset Management, summarises the main points of interest in the MTBPS for bond market investors. He explains how the bond market reacted in the short term and is likely to respond in the longer term. He also analyses…
21 Oct 3 min
All episodes