Foord Insights | South Africa at a Crossroads: Power, Policy and Potential

Loading player...
The past year has seen political shifts, economic challenges, and growing pressure for reform but South Africa's greatest strength may lie in what remains possible.

In our latest podcast, portfolio manager Nancy Hossack and political economist Frans Cronje unpack the country’s current trajectory — from faltering business and consumer confidence to the fragile gains under the Government of National Unity. Yet amid the uncertainty, a simple but powerful insight emerged: the entire country is the low-hanging fruit.
1 Jul 2025 English South Africa Investing · Management

Other recent episodes

AI: Opportunity with Caution

Artificial intelligence continues to attract record levels of investment, with billions flowing into data centres, microchips and AI infrastructure. Alongside this excitement, the gap between AI market expectations and real-world productivity is getting harder to ignore. In our latest podcast, AI: Opportunity with Caution, Brian Arcese speaks to JC Xue…
16 Jul 20 min

-DELETED- AI: Opportunity with Caution

Artificial intelligence continues to attract record levels of investment, with billions flowing into data centres, microchips and AI infrastructure. Alongside this excitement, the gap between AI market expectations and real-world productivity is getting harder to ignore. In our latest podcast, AI: Opportunity with Caution, Brian Arcese speaks to JC Xue…
16 Jul 20 min

AI Mania, Inflation and the real test for investors

AI has captured the market’s imagination, but inflation may prove the more persistent test. Transformative technologies can create extraordinary long-term winners, but history shows that innovation-led booms often bring overvaluation and painful capital losses when too much capital chases too many opportunities at the wrong price. AI matters. But even…
8 Jul 12 min

An overview of global market movements for May 2026

Despite ongoing conflict in the Middle East, increased oil prices and persistent trade tensions, global markets continued to move higher in May - driven largely by the ongoing AI investment boom. In this episode of Markets in a Nutshell, Linda Eedes focuses on what matters from here. She explores how…
11 Jun 9 min

An overview of what lies ahead for global markets

After a volatile March, global markets rebounded sharply in April – even as geopolitical tensions escalated and inflation pressures continued to build. In this episode of Markets in a Nutshell, Linda Eedes focuses on what matters from here. She explores the macroeconomic backdrop shaping global markets, the risk of inflation…
14 May 9 min