{"podcast":{"title":"The Investment Perspective, with Ninety One","slug":"the-investment-perspective-with-ninety-one-7065967","podcast_index_feed_id":7065967,"rss_url":"https://feeds.acast.com/public/shows/6704f63a835696b02f258dd3","website_url":"http://www.ninetyone.com","image_url":"https://assets.pippa.io/shows/6704f63a835696b02f258dd3/1729234066562-7bff2f09-4614-4f18-abdc-1ee1fdcfb86f.jpeg","author":"Ninety One","episode_count":97,"summary":"Discover the latest local and global investment and industry insights from the only global asset manager rooted in South Africa. At Ninety One, our global reach becomes your investment edge. Tune in, subscribe, and unlock expert perspectives with every new episode. Ninety One is an authorised financial services provider. Hosted on Acast. See acast.com/privacy for more information.","last_synced_at":"2026-07-31T02:17:33.154263+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967"},"episode":{"title":"#66 SA Infrastructure: the dawn of reform","slug":"66-sa-infrastructure-the-dawn-of-reform","published_at":"2026-02-13T11:44:47+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/66-sa-infrastructure-the-dawn-of-reform","show_page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/66","audio_url":"https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/698ee63a7301331f1f604e27/media.mp3","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.","meta_description":"Phase 1 of Operation Vulindlela proved reforms can unlock private capital — around R500bn worth. Now Phase 2 shifts from policy design to delivery, with i…","key_points":[],"chapters":[],"topics":[],"duration_seconds":612,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/66-sa-infrastructure-the-dawn-of-reform/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/66-sa-infrastructure-the-dawn-of-reform.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}