Kaya 959 Kaya Biz

WEALTH CREATION: A tough economy does not necessarily equal poor investment returns

Loading player...
GUEST - Mikhail Motala, Fund Manager at PSG Asset Management

PSG Asset Management listed some of the often-overlooked factors that can potentially impact future returns that stock-pickers are well-positioned to exploit.
PSG Asset Management fund manager Mikhail Motala said many investors conflate South Africa’s weak economic environment with stock market returns.
13 May 2024 1PM English South Africa Business News · Investing

Other recent episodes

SA New Vehicle Sales post strongest June result since 2007

South Africa’s new vehicle market delivered a standout June performance despite inflation, fuel price spikes and weaker consumer confidence. Dr Paulina Mamogobo, Chief Economist at NAAMSA, breaks down the domestic resilience, export pressures, shifting macroeconomic signals, and what these trends mean for the industry heading into the second half of…
1 Jul 12PM 20 min

Protests, Politics & State Capacity: What Today’s Unrest Signals

Anti‑immigration protests highlight deep governance failures, rising public frustration and the erosion of state authority. Professor William Gumede unpacks the political economy behind the unrest, the risks to social cohesion, the impact on investor confidence, and why South Africa urgently needs a coordinated, evidence‑based migration strategy.
30 Jun 5PM 22 min

One Labour Market, Three Data Sets: The Real Story Behind Jobs

GDP shows modest growth, QES shows formal job trends, and the QLFS reveals household‑level pressure. Together, they paint a complex picture of South Africa’s labour market. Statistician‑General Risenga Maluleke explains how these data sets interlink, where they diverge, and what they reveal about job creation.
30 Jun 5PM 20 min

SA TAX SEASON 2026 KICKS OFF: WHAT YOU NEED TO KNOW

South Africa’s tax season opens with new rules, new risks and widespread misconceptions. From two‑pot withdrawals taxed at marginal rates to multiple IRP5s, provisional tax surprises and auto‑assessment pitfalls. Stian De Witt from NMG Benefits explains the hidden traps catching ordinary South Africans
30 Jun 5PM 21 min

Migration Reality Check: The Data Reshaping South African Business

South Africa faces three simultaneous migration forces: regional labour inflows, skilled emigration, and massive internal movement toward urban edges. Andrew Fulton breaks down the real numbers behind immigration, emigration and interprovincial migration
30 Jun 5PM 10 min
All episodes