Is there still value in SA’s general equity market?
Loading player...
During a ‘flight to quality,’ a quality strategy typically performs well: Rademeyer Vermaak – STANLIB.
Other recent episodes
SA economy grows, but not fast enough; US small businesses struggle
In this podcast, STANLIB’s Chief Economist, Kevin Lings, unpacks SA’s GDP growth and the latest US ADP report on US private sector employment. The local economy grew by an encouraging 2.1% year on year, largely because historical data was revised higher, but he warned this is not a sustainable growth…
US retail sales growth “lacklustre”; companies, not consumers, driving SA credit demand
In this podcast, STANLIB’s Chief Economist, Kevin Lings, examines latest US retail sales data, including Black Friday. Black Friday sales, both in-store and online, were up 4% y/y, which is not particularly buoyant. He also looks at how corporate credit is driving the recent acceleration in SA’s growth in private…
SARB makes cautious 25 bps rate cut but next US rate cut is uncertain
In this podcast, STANLIB’s Chief Economist, Kevin Lings, considers the factors that are restraining SA’s inflation rate and have influenced the Reserve Bank in cutting the benchmark interest rate by 25 bps at its latest meeting. He also analyses latest US jobs data, which showed an increase in unemployment to…
Will AI boom become AI bust?
In the seventh episode of our “The More You Know” series, Mark Lovett, STANLIB Head of Investments, shares his experience of other market bubbles to help put the current AI hype into context. He emphasises the need for investors to identify the winners and losers in this new technology wave…
S&P surprises with positive outlook for SA
In this podcast, STANLIB’s Chief Economist, Kevin Lings, examines the reasons why S&P decided to revise SA’s credit rating from BB- to BB, while Fitch kept its rating unchanged. SA’s weak GDP growth rate remains a concern for all credit rating agencies but while S&P took a more positive view,…