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23 Jul 2024

A NEW DAWN FOR SA INC.?

As the dust settles on South Africa’s national elections, we can all heave a sigh of relief. With the formation of a clunky Government of National Unity that excludes the two most radical parties, South Africa has again walked back from the abyss. Markets nervously cheered the result. However, long-term macro prospects remain precarious. With an unsustainable debt path, South Africa urgently needs economic growth.

In this webinar portfolio managers Nick Balkin and Wim Murray, in conversation with Linda Eedes, reflect on the implications of the election results, scenarios that may eventuate and discuss the economic growth that the GNU coalition needs to deliver now and over the long term. And in doing so, debate the opportunities and risks that prevail in the SA equity environment.

The material in this podcast is provided for information purposes and does not constitute financial advice. Past performance is not necessarily a guide to future performance, and the value of investments may go up or down. For more information about our fund range and our terms and conditions, please visit Foord's website at www.foord.co.za

Insights

16 May 2025

From Underdog to Innovator: China’s High-Tech Ascent Amid Trade Tensions

In this episode, Foord portfolio managers Brian Arcese and JC Xue discuss the recent US-China 90-day tariff rollback and what it means for the future of trade and investment. They explore China’s shift toward…

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14 May 2025

MARKETS IN A NUTSHELL — FOR APRIL 2025

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks the month shaped by Trump’s surprise tariff announcement, which rattled global markets and rekindled fears of a trade war and US recession. From…

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