Real Estate Investor Magazine South Africa May/June 2019 | Page 9
Q&A
ASK THE
EXPERTS
If you have a property question, send it to us at
[email protected] or post it on our facebook page.
IS IT NOT TIME FOR AN
INTEREST RATE DROP
TO FUEL THE PROPERTY
MARKET?
Professor Brian Kantor ex Chief
Economist Investec Bank at a recent
property gathering says:
Question:
Dear REImag team,
In the current ailing and struggling economic environment is there not a good reason for the
Reserve Bank to drop in interest rates instead of holding them? The Reserve Bank is hellbent on
keeping inflation down but is this not something that we need to fuel the property market?
Answer:
A call for at least a 1% interest rate drop is definitely what is needed
to fuel the GDP and employment rate in the South African
economy. The bankrupt electricity supplier Eskom is a national
liability and is putting huge drag on the economy. Household
spending contributes 60% of GDP spend in South Africa and
the macro outlook does not offer much joy and prosperity. The
Reserve Bank’s fixation on keeping inflation below 6% is working
but now it needs to review this policy to bring much relief to
consumers. In 2018 Consumer Price Index (CPI) inflation was at
4,7% and the forecast for 2019 is 5,2% and 5,4% for 2020.’
Treasury priorities should be to narrow the budget deficit and
stabilise the national debt to GDP ratio, support restructuring
of the electricity sector and reduce the immediate risks Eskom
poses to the economy and the public finances. Treasury also
needs to renew economic growth by strengthening private sector
investment, improving the planning and implementation of
infrastructure projects and rebuilding state institutions.
There is some good news for the private sector and the property
industry is that Government will step up its infrastructure build
programme by partnering with the private sector, development
finance institutions, and multilateral development banks to
create an infrastructure fund. Private sector should be building
relationships with Government to build infrastructure.
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Government must seek out private sector skills in the design,
construction and operation of key projects to focus on their
infrastructure expansion going forward.
Government also needs to make good on their VAT refunds
backlog which have previously been withheld and has had a
stranglehold on the small business. The 2018 MTBS announced
that SARS would pay out overdue VAT refunds which rose from
R30.4 billion at the beginning of the fiscal year to R41. 8 billion
to September 2018 in subsequent months. He says, the extent
of VAT refunds submitted to SARS will also be influenced by
general economic conditions, such as imports.
In addition to that he says the initiative of employment tax
incentives to boost job creation is a good incentive for small
business and should be encouraged. From 1 March 2019
employers will be able to claim the maximum value of R1000
per month for employees earning up to R4500 monthly, up from
R4000 previously.
The key to growth is that the Reserve Bank should be targeting
at least an initial 1% reduction in interest rates which can be
the boost that everyone needs in the eye of austerity measures.
A further drop can give just what the economy needs to boost
confidence and growth in employment.
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SA Real Estate Investor Magazine MAY/JUNE 2019
7