Episode

#66 SA Infrastructure: the dawn of reform

Podcast: The Investment Perspective, with Ninety One
Published: Feb 13, 2026
Duration seconds: 612
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Summary

Phase 1 of Operation Vulindlela proved reforms can unlock private capital — around R500bn worth. Now Phase 2 shifts from policy design to delivery, with infrastructure firmly in the spotlight. Investment specialist Puleng Pitso unpacks where the next wave of opportunity may emerge and what “success” could look like for investors and communities alike. Hosted on Acast. See acast.com/privacy for more information.