InBound SA - Business Volume 4 I Issue 3 | Page 12

CURRENT AFFAIRS
BY TARRYN-LEIGH SOLOMONS
EXPERTS SEE OPPORTUNITY IN SONA 2026 ANNOUNCEMENTS, FROM JOBS TO ENERGY REFORM, BUT STRESS THAT DELIVERY IS KEY.

South Africa’ s economic and social prospects were priorities in President Cyril Ramaphosa’ s 2026 State of the Nation Address( SONA) in February, leading to experts across finance, youth employment, and energy weighing in on the implications for households, businesses, and young people.

Financial analysts welcomed the positive tone after several years of uncertainty. Jürgen Eckmann, Wealth Manager at Consult by Momentum, says the macroeconomic environment is stabilising.“ Four consecutive quarters of GDP growth, eased inflation, and declining interest rates provide much-needed relief for households under pressure,” he says.
Eckmann notes that a stronger rand and improved JSE performance could prompt investors to reassess offshore versus local exposure.“ Local fundamentals are stabilising, making this a good time to review portfolios and rebalance where appropriate,” he says.
Energy reform also featured prominently in the
10 INBOUND SA / MARCH 2026