MTBPS 2023 in review: A mounting debt crisis and revenue shortfalls – Kevin Lings
Stanlib’s Chief Economist, Kevin Lings, provides a rational review of Finance Minister Enoch Godongwana’s Medium Term Budget Policy Statement for November 2023.
Stanlib’s Chief Economist, Kevin Lings, provides a rational review of Finance Minister Enoch Godongwana’s Medium Term Budget Policy Statement for November 2023.
While Americans and, to a lesser extent, Chinese could play fast and loose with international relations, just like the Brits, we can’t.
This graph reveals stark differences between population growth by province, with commercial centres acting like a vortex, sucking in people from rural areas.
Kevin Lings presents a blow-by-blow account of where Eskom’s electricity output is right now, where load-shedding is heading and why.
The monthly increase in October resulted in the annual rate of inflation rising to 7.6%y/y, up from 7.5% in September, and a peak of 7.8% in July.
Financial analysts expect US interest rates to peak in 2023 at between one and one and a quarter percentage points higher than today’s 3.75%.
Stanlib chief economist Kevin Lings shares his thoughts on how South Africans should shape their own investments to overcome the challenges they face in SA.
Economist Kevin Lings explains the interest rate cycle here and abroad – concluding that it’s time to start buying US stocks again.
SA unemployment rate jumped to 35.3% in Q4 2021, with the number of people unemployed rising by 688,000 over past year.
Cycle followers will caution that this law of “seven” telegraphs another Rand crash in 2022. Something that would not be out of turn, anyway.