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ESTATE LIVING
1st Floor Lona House
212 Upper Buitengracht
Bo Kaap, Cape Town, 8001

BUSINESS DEVELOPMENT
Jaime-Lee Gardner
jaime@estate-living.co.za
072 171 1979

CREATIVE, DESIGN & CONTENT
Louise Martin
louise@estate-living.co.za
073 335 4084

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Better Prospects for the SA Economy

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Better Prospects for the SA Economy

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2 min read

Join Estate Living and Johann Els, Head Economist for Old Mutual, in the next episode of the #ExpertInsight series, as we identify the short term noise and risks, which influence investment decisions. This will assist you to find a better understanding of the medium and long term investment landscape. Johann unpacks the challenges that are present in the shifting covid economy and the effects of the municipal elections, while taking into account the growth areas and policy changes.

While it might be easy to dismiss a ‘better prospect’ view, given all the negatives still around, it is the trend that is important in determining the future outlook. And the trend has certainly improved – from facing significant headwinds, to those headwinds dying down, to some tailwinds starting to blow, to those tailwinds picking up pace. This trend has the potential to rapidly improve over the next year or two – feeding into the better medium-term outlook.

Partner

Old Mutual

Old Mutual was established in Cape Town in 1845 as South Africa’s first mutual life insurance company, offering financial security in uncertain times.  

Chapters

00:00 Opening
00:30 Louise Martin | Estate Living – Welcome, Introductions & overview
02:46 Johann Els | Head Economist Old Mutual – Introduction & overview
04:49 Louise Martin & Johann Els Q&A – Are your views biased?
06:49 Louise Martin & Johann Els Q&A – Where is the positive perspective coming from
11:47 Louise Martin & Johann Els Q&A – Covids impact and future impact
20:35 Louise Martin & Johann Els Q&A – Policy changes & new proposed bills
23:31 Louise Martin & Johann Els Q&A – Areas in which policy reform is likely in the future
30:13 Louise Martin & Johann Els Q&A – Is it worth keeping business in South Africa
35:16 Louise Martin & Johann Els Q&A – Is the South Africa economy under seige
36:43 Louise Martin & Johann Els Q&A – What is driving continued investment
39:04 Louise Martin & Johann Els Q&A – Interest rate hikes and bond repayment rates
41:59 Louise Martin & Johann Els Q&A – South african debt repayments and the national budget
43:24 Louise Martin & Johann Els Q&A – Hyper-inflation over disposal income over the next 5 years
47:10 Louise Martin & Johann Els Q&A – Cryptocurrencies & cryptoinvestments
49:20 Louise Martin – Closing information
50:06 Close

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