Latest / The Monocle Banking Podcast
Ep 114: The Shift in Global Capital Flows & South Africa’s Precarious Position - Theo Sibiya & Terence Toland
Capital is still moving, but far more selectively.
Michael Avery was joined by Theo Sibiya (Partner at Kearney) and Terence Toland (Principal, Global Business Policy Council at Kearney) to unpack insights from Kearney 2026 FDI Confidence Index, exploring how geopolitics, industrial policy, and innovation are reshaping global investment flows. They discussed why capital is increasingly favouring technology and infrastructure plays over traditional growth drivers, and what this means for South Africa’s positioning.
The conversation highlighted South Africa’s mix of progress and pressure, with…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.