TreasuryONE, Econometrix and ETM Analytics invite you to a virtual panel discussion that will take place the morning after Finance Minister Mr Enoch Godongwana has delivered the 2024 Budget Speech.

📌 Date: 22 February 2024

📌 Time: 08.30 – 10.30

👉  The budget speech is due to take place on 21 February, and our prestigious panel of speakers will get together on 22 February to analyse the budget and provide insights into the political outcomes of the many elections taking place across the world this year.

Meet the panel:

  • Andre Cilliers, Currency Strategist, TreasuryONE
  • George Glynos, Director & head of Research, ETM Analytics
  • Dr Azar Jammine, Director and Chief Economist, Econometrix
  • Dr Oscar van Heerden, Snr. Research Fellow, Centre For African Diplomacy, UJ
  • The panel will be moderated by Ilze-Mari le Roux, Economist & Podcast host, ETM Analytics

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Countries home to nearly half of the world’s population will pick their governments in elections in 2024 – something that has never happened in a single year before.

Finance Minister Enoch Godongwana is scheduled to deliver what he labels ‘a difficult budget’ on 21 February 2024. Our virtual panel will dissect whether the Minister’s office has sufficiently navigated the country’s tight fiscal landscape. A challenging task at the best of times, Godongwana’s speech will further be scrutinised against the backdrop of a critical domestic election and growing global uncertainties.

South Africa is among more than 50 countries heading to the polls this year, with the US, Russia, India and the EU Parliament among the most significant of them. The scheduled elections will add to the markets’ burden of uncertainty as they continue to grapple with heightened geopolitical tensions and a constrained financial landscape.

Tapping into their bank of experience, our expert panel will provide insightful analysis for the year ahead. They will highlight opportunities while taking a pragmatic stance on the domestic and global currency and financial markets. Political scenarios flowing from the various elections will be a core discussion point along with their accompanying economic impact (be it through trade, currency and/or immigration, etc).

2024 has numerous uncertainties baked into it. We aim to provide direction to those who want more than just a cautious stance.

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