Скачать или смотреть Economic Crossroads 2025 - Inflation Targeting, GNU & Growth Challenges | Investonline Insights

What lies ahead for South Africa’s economy in 2025? In this Investonline Insights webinar, Johann Els, Group Chief Economist at Old Mutual, shares his views on growth, unemployment, inflation, the rand, and the global forces shaping investor decisions.

With over 30 years of macroeconomic research experience, Johann offers valuable insights to help South African investors navigate uncertainty with clarity and confidence.

Topics covered in this session:
00:00 Introduction
02:29 Why has South African growth continued to disappoint?
09:30 SA Growth Prospects
13:35 SA is Not a Failed State
16:54 Unpacking SA Unemployment
18:45 South Africa’s Adjusted Inflation Target
26:46 Rand Outlook
32:59 How will US tariffs affect global economic growth?
36:09 When will AI start contributing to global growth?
38:32 Are we in a new, higher global inflation cycle?
41:45 Closing & Next Webinar Details

👤 About Johann Els
Group Chief Economist at Old Mutual, Johann brings decades of experience covering global markets and South African macroeconomics. His perspective bridges the gap between international forces and local investor realities.

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Disclaimer: This video is for educational purposes only and does not constitute personalised financial advice. Please consult with a qualified planner to discuss your unique situation.

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