NOW Ep125: Capital meets reform | Is South Africa investable again?
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South Africa’s reform momentum is becoming more visible but so are the constraints that could stall it.
In the latest episode of No Ordinary Wednesday, Jeremy Maggs is joined by Rudi Dicks, Head of the Project Management Office in the Presidency; Martin Meyer, Head of Energy and Infrastructure Finance at Investec and Ayan Ghosh, Head of Cross-Asset Investment Strategy at Investec, to unpack the reality behind the narrative.
From energy gains to persistent bottlenecks in logistics and municipalities, the discussion examines whether progress is enough to sustain investor confidence and what still needs to shift for capital to follow.
Read more on www.investec.com/now
In the latest episode of No Ordinary Wednesday, Jeremy Maggs is joined by Rudi Dicks, Head of the Project Management Office in the Presidency; Martin Meyer, Head of Energy and Infrastructure Finance at Investec and Ayan Ghosh, Head of Cross-Asset Investment Strategy at Investec, to unpack the reality behind the narrative.
From energy gains to persistent bottlenecks in logistics and municipalities, the discussion examines whether progress is enough to sustain investor confidence and what still needs to shift for capital to follow.
Read more on www.investec.com/now
Chapters
- 00:00 Introduction
- 02:10 Are we seeing a genuine shift in investor sentiment towards South Africa?
- 03:15 What are the clearest signs that reform is taking hold?
- 05:10 Where are we currently in the energy reform process?
- 07:30 Is transmission becoming the biggest constraint to energy expansion?
- 09:20 Can reform bring electricity costs down over time?
- 11:15 What does reliable energy mean for South Africa’s mining opportunity?
- 13:25 How critical is freight and logistics reform to growth?
- 17:15 What will enable large-scale private investment in infrastructure?
- 19:05 Is government moving fast enough on reform implementation?
- 21:40 How urgent is South Africa’s water crisis?
- 24:40 Where are the biggest risks and opportunities in water investment?
- 26:20 What is the single biggest constraint to unlocking investment?
- 27:45 How does the political shift to a GNU change the outlook?
