2016 November | BER Webinar: Scenarios for the South African economy through 2021 (exclusive to BER macro clients)
Key points from the webinar
- Potential for aggressive tax hikes in 2017 and Trump presidency provides key risks to the BER’s October baseline forecast
- Consumer spending at risk in 2017
- Negative scenario of multiple credit rating downgrades result in much weaker rand exchange rate, as well as higher inflation and interest rates.
- Negative scenario: Recession in 2017
- Positive scenario includes improved political environment and much lower food prices that bring down inflation and interest rates relative to the baseline forecast
Macro clients can contact Celeste (cbooysen@sun.ac.za) to request a recording of the webinar.
2016 October | BER/Absa business breakfast: State of the manufacturing sector in the Western Cape and impact of the mini budget on the rating and economic outlook (exclusive to Absa and BER clients)
Hugo Pienaar, Senior Economist, Bureau for Economic Research: Is the tide (slowly) starting to turn?
Lisette IJssel de Schepper, Economist, Bureau for Economic Research: Absa Manufacturing Survey results, 2016Q3 Western Cape
Peter Worthington: Principal Research, Barclays Africa: South Africa’s mid-year fiscal update. Measured gradualism may not work
2015 October | BER conference: Policy, politics and growth constraints
The ANC after Zuma: the 2017 leadership battle - Aubrey Matshiqi
The middle and the middle class – Martin Neethling
Is the 1.5% economy here to stay? - Hugo Pienaar
South Africa’s growth performance and monetary policy – Lesetja Kganyago
The future of manufacturing – Henk Langenhoven
2015 June | BER conference: SA economic growth constraints, tax reform and monetary policy
Keynote address
Minister Nhlanhla Nene, Minister of Finance: "A Treasury perspective on future tax reform"
Other speakers
Hugo Pienaar, Senior Economist, Bureau for Economic Research: Prospects for the SA economy through 2016
Nic Borain, Political Analyst, BNP Paribas Cadiz Securities: The deep structural fault lines shaping our politics – for better and for worse
Mike Roussouw, Energy Thought Leader, Eskom: Making sense of South Africa’s electricity constraint
Daniel Mminele, Deputy Governor, South African Reserve Bank: Global monetary policy normalisation and South African financial markets
2015 June | BER conference: SA economic growth constraints, tax reform and monetary policy
Keynote address
Minister Nhlanhla Nene, Minister of Finance: "A Treasury perspective on future tax reform"
Other speakers
Hugo Pienaar, Senior Economist, Bureau for Economic Research: Prospects for the SA economy through 2016
Nic Borain, Political Analyst, BNP Paribas Cadiz Securities: The deep structural fault lines shaping our politics – for better and for worse
Mike Roussouw, Energy Thought Leader, Eskom: Making sense of South Africa’s electricity constraint
Daniel Mminele, Deputy Governor, South African Reserve Bank: Global monetary policy normalisation and South African financial markets
2014 November | BER business breakfast: Unpacking South Africa’s economic and political vulnerabilities.
Hugo Pienaar, Senior Economist, Bureau for Economic Research : Domestic constraints and external headwinds expose economic fragilities
Nic Borain, Political Analyst, BNP Paribas Cadiz Securities: The risky business of South African politics
2014 June | BER conference: Gauging South Africa’s economic fragility: fiscal sustainability, post-election politics and capital flow / currency risks
Hugo Pienaar, Senior Economist, Bureau for Economic Research: Self-inflicted wounds suggest growth underperformance set to continue
Michael Sachs, Deputy Director-General (Acting) Budget Office, National Treasury: South Africa’s long-term fiscal sustainability
Aubrey Matshiqi: Post-election politics
Prof Ben Smit, Director, Bureau for Economic Research,: SA Capital flows and exchange rate vulnerabilities (panel discussion)
Peter Worthington, Barclays research : SA Capital flows and exchange rate vulnerabilities (panel discussion)