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πŸ“Š Budget 2025 Postponed – What this means for SA

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Manage episode 467621634 series 2793305
Content provided by Old Mutual Investment Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Old Mutual Investment Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

πŸŽ™ Join Portfolio Manager Jason Swartz as he unpacks the surprising postponement of South Africa’s Budget Speech. Jason shares insights on the implications for the Government of National Unity (GNU) βš–οΈ and the broader economy πŸ“ˆ.

πŸ”‘ Key takeaways:

πŸ’° The budget was delayed due to disagreements over a potential VAT hike.

βš–οΈ This could signal cracks in the GNU – or proof that it's working.

πŸ›οΈ The ANC has been asserting its authority within the coalition, as seen with recent policies like the NHI and Expropriation Act.

πŸ“‰ Market reaction was muted, suggesting investors may see the GNU as functioning despite political noise.

Thanks for listening! Follow us on Linkedin.

  continue reading

335 episodes

Artwork
iconShare
 
Manage episode 467621634 series 2793305
Content provided by Old Mutual Investment Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Old Mutual Investment Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

πŸŽ™ Join Portfolio Manager Jason Swartz as he unpacks the surprising postponement of South Africa’s Budget Speech. Jason shares insights on the implications for the Government of National Unity (GNU) βš–οΈ and the broader economy πŸ“ˆ.

πŸ”‘ Key takeaways:

πŸ’° The budget was delayed due to disagreements over a potential VAT hike.

βš–οΈ This could signal cracks in the GNU – or proof that it's working.

πŸ›οΈ The ANC has been asserting its authority within the coalition, as seen with recent policies like the NHI and Expropriation Act.

πŸ“‰ Market reaction was muted, suggesting investors may see the GNU as functioning despite political noise.

Thanks for listening! Follow us on Linkedin.

  continue reading

335 episodes

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