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Podcast: WorldWide Markets with Simon Brown
Episode: 100 Days of no load shedding, which stocks benefit the most? (#594)
Description: Load Shedding Update Milestone: 100 days of no load shedding by Friday. Factors: New capacity online, Kusile unit 5 (800 MW), upcoming additions from Medupi and Koeberg. Impact: Reduced GDP loss (previously 1.8% of GDP due to load shedding). Positive effect on inflation and economic stability. Winners: Retailers: Shoprite*, Pick n Pay, Spar (less expenditure on diesel). Manufacturers: Invicta, Hudaco (benefit from increased customer stability). Real Estate: REITs with shopping centers, reduced generator use. Interest Rates Jerome Powell's Speech: Potential for a single rate cut in November. Impact on Markets: Minimal immediate impact, with expectations already...