Episode

#86 Holding its nerve: how SA is weathering the oil shock

Podcast
The Investment Perspective, with Ninety One
Published
Jun 4, 2026
Duration seconds
722
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not_requested
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https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/86
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https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/6a2037ee3ab59ca4e2ab57b5/media.mp3
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Summary

The Strait of Hormuz closure has rattled global energy markets, but South Africa is weathering the shock better than many expected. Ruen Naidu explains what the Moody's outlook upgrade signals, why the rand has held up, and how long South Africa can absorb persistently elevated oil prices. Hosted on Acast. See acast.com/privacy for more information.