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GDP Up, Consumers Down: SA’s Growth Disconnect Explained episode artwork

EPISODE · Jul 7, 2026 · 19 MIN

GDP Up, Consumers Down: SA’s Growth Disconnect Explained

from Kaya 959 · host Gugulethu Mfuphi

Ricardo Smith, CIO at Absa Investments, unpacks South Africa’s sixth straight quarter of GDP growth — and why households aren’t feeling it. We explore flat consumption, weak investment, rising fuel prices, the SARB’s rate hike, and what all of this means for income, confidence and debt exposure heading into Q2. www.kaya959.co.za · Kaya FM

Episode metadata supplied by the publisher feed · Published Jul 7, 2026

What this episode covers

Ricardo Smith, CIO at Absa Investments, unpacks South Africa’s sixth straight quarter of GDP growth — and why households aren’t feeling it. We explore flat consumption, weak investment, rising fuel prices, the SARB’s rate hike, and what all of this means for income, confidence and debt exposure heading into Q2.

PodParley-generated summary based on available episode metadata and transcript content.

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GDP Up, Consumers Down: SA’s Growth Disconnect Explained

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How long is this episode of Kaya 959?

This episode is 19 minutes long.

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This episode was published on July 7, 2026.

What is this episode about?

Ricardo Smith, CIO at Absa Investments, unpacks South Africa’s sixth straight quarter of GDP growth — and why households aren’t feeling it. We explore flat consumption, weak investment, rising fuel prices, the SARB’s rate hike, and what all of this...

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