{"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":"#95 Two scoreboards: why SA credit holds up while the economy limps","slug":"95-two-scoreboards-why-sa-credit-holds-up-while-the-economy-limps","published_at":"2026-07-20T08:23:55+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/95-two-scoreboards-why-sa-credit-holds-up-while-the-economy-limps","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/95","audio_url":"https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/6a5a30ce62e50b14bd9ce888/media.mp3","summary":"SA corporate credit holds up even as GDP growth stalls and inflation risk builds. Stephen Naidoo explains why strong technicals, not improving fundamentals, are driving the market, and why that gap demands a more conservative, quality-first approach rather than complacency. Hosted on Acast. See acast.com/privacy for more information.","meta_description":"SA corporate credit holds up even as GDP growth stalls and inflation risk builds. Stephen Naidoo explains why strong technicals, not improving fundamental…","key_points":[],"chapters":[],"topics":[],"duration_seconds":496,"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/95-two-scoreboards-why-sa-credit-holds-up-while-the-economy-limps/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-7065967/95-two-scoreboards-why-sa-credit-holds-up-while-the-economy-limps.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}