# #67 SONA: Infrastructure at the heart of SA’s growth plan Page: https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/67-sona-infrastructure-at-the-heart-of-sa-s-growth-plan Text version: https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/67-sona-infrastructure-at-the-heart-of-sa-s-growth-plan.md Podcast: [The Investment Perspective, with Ninety One](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967) Published: 2026-02-17T14:00:12+00:00 Episode link: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/67-sona-infrastructure-at-the-heart-of-sas-growth-plan Audio file: https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/6994746d2a42aa7d9b16e2b7/media.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/67-sona-infrastructure-at-the-heart-of-sa-s-growth-plan Duration seconds: 419 ## Resource This year’s State of the Nation Address struck a notably confident tone: less promise, more progress. But is this truly a turning point? Alastair Herbertson explores why infrastructure is at the heart of South Africa’s growth ambitions, where private capital fits in, and why long-term investors may find this moment compelling. Hosted on Acast. See acast.com/privacy for more information. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/67-sona-infrastructure-at-the-heart-of-sa-s-growth-plan/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/67-sona-infrastructure-at-the-heart-of-sa-s-growth-plan.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.