Roelof Botha
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Category:
Speaker
Location:
Pretoria South Africa
Preferred Language:
Afrikaans, English
Tags:
Economy,Finance,Professional Speaker
Profile:
Guest Speaker Dr Roelof Botha completed the honours and master’s degrees in economics via evening classes (cum laude) at the University of Pretoria and a Doctorate at the University of Johannesburg (erstwhile RAU). He has shared a platform with two Nobel Peace Prize winners and is a previous winner of the Finmedia Economist of the Year award. His eldest son (also Roelof) is the lead partner at Sequoia Venture Capital in Silicon Valley, California, where he co-founded PayPal & engineered the YouTube/Google acquisition.
Dr Roelof Botha's professional experience (spanning more than 45 years) includes the following: economic policy advisor at National Treasury; financial editor of a daily newspaper; senior lecturer in economics at various Universities and chief economist of the SA Federated Chamber of Industries.
He has published more than 2,000 articles and research reports and more than 1,000 organisations (companies, employer organisations and public sector institutions) have utilised his experience in analysing key macroeconomic and socio-political trends in the Southern African region.
He is currently the economic advisor to the Optimum Investment Group and is the author of several columns in national and regional publications, including Media24, BetterBond Property Brief and The Bright Side, published by the international firm Currencies Direct.
Doc Roelof, as he is usually referred to, is well-known for his balanced perspective on South Africa’s socio-economic prospects, which have improved considerably in the post-Covid era. The damage inflicted on the country as a result of a decade of state capture and mismanagement of the economy is slowly but surely being repaired, especially via a new economic policy approach that emphasises public/private partnerships. The latter is expected to gain traction now that South Africa has a government of national unity that is committed to free enterprise principles.
Recent accurate predictions include the GDP growth rate for 2023, the strength of the US exchange rate in 2023, the sharp decline in South Africa’s inflation rate and the Springboks’ World Cup Victories in 2019 & 2023! He has participated in various competitive sports, including soccer, cricket & parachuting and is a member of the Gideons.
Dr Roelof Botha's professional experience (spanning more than 45 years) includes the following: economic policy advisor at National Treasury; financial editor of a daily newspaper; senior lecturer in economics at various Universities and chief economist of the SA Federated Chamber of Industries.
He has published more than 2,000 articles and research reports and more than 1,000 organisations (companies, employer organisations and public sector institutions) have utilised his experience in analysing key macroeconomic and socio-political trends in the Southern African region.
He is currently the economic advisor to the Optimum Investment Group and is the author of several columns in national and regional publications, including Media24, BetterBond Property Brief and The Bright Side, published by the international firm Currencies Direct.
Doc Roelof, as he is usually referred to, is well-known for his balanced perspective on South Africa’s socio-economic prospects, which have improved considerably in the post-Covid era. The damage inflicted on the country as a result of a decade of state capture and mismanagement of the economy is slowly but surely being repaired, especially via a new economic policy approach that emphasises public/private partnerships. The latter is expected to gain traction now that South Africa has a government of national unity that is committed to free enterprise principles.
Recent accurate predictions include the GDP growth rate for 2023, the strength of the US exchange rate in 2023, the sharp decline in South Africa’s inflation rate and the Springboks’ World Cup Victories in 2019 & 2023! He has participated in various competitive sports, including soccer, cricket & parachuting and is a member of the Gideons.
Guest Speaker Dr Roelof Botha completed the honours and master’s degrees in economics via evening classes (cum laude) at the University of Pretoria and a Doctorate at the University of Johannesburg (erstwhile RAU). He has shared a platform with two Nobel Peace Prize winners and is a previous winner of the Finmedia Economist of the Year award. His eldest son (also Roelof) is the lead partner at Sequoia Venture Capital in Silicon Valley, California, where he co-founded PayPa
Synopsis:
PRESENTATIONS by Dr Roelof Botha
Optional topics for inclusion in current presentations
*Latest Presentation*The Ramaphosa Effect – early signs of economic revival - An informed keynote address by Dr Roelof Botha
The global economy & megatrends
US economy narrowing the growth gap with China
Europe to remain in zero growth mode
Drivers of US dollar strength
The commodity cycle slump – when will it end?
Socio-political overview – South Africa
Labour unrest – a serious threat, but potential solutions exist
Unpacking the NDP- which objectives will receive priority?
Time running out for the tripartite alliance
Public sector competitiveness scorecard since 2009
Prospects for the regional & South African economy
Rising stars of sub-Saharan Africa
Low interest rate environment set to continue
Relatively stable exchange rate expected over the medium term
Trends in household consumption expenditure
Capital formation trends
Gradual return of the “wealth effect”
Current constraints facing business
Optional topics for inclusion in current presentations
- Swift & full economic recovery experienced by most key sectors
- Reasons for the resilience of the rand exchange rate
- Challenges facing the new economic policy approach
- Key drivers of a possible 5% GDP growth trajectory over the medium term
2020 may herald economic revival - An informed & motivational keynote address by Dr Roelof Botha
Green shoots were in abundance during the 2nd quarter of 2019, with an impressive number of key economic indicators showing signs of resurgence. Unfortunately, this revival, which included retail trade and manufacturing sales, did not gain momentum in the 3rd quarter.
It seems as if SA Inc. is only very slowly waking up from a slumber that was induced by a wicked combination of policy uncertainty, low confidence, high interest rates, state capture and public sector incompetence, all of which were evident during the disastrous presidency of Mr Jacob Zuma.
Fortunately, the latest GDP figures were not all doom and gloom. The past two quarters have witnessed an increase in capital formation of more than 18%, in real terms, compared to the previous two quarters. South Africa’s 2nd Investment Conference, held in November, also proved to be spectacularly successful, with a total of R363-billion of pledges having been received. Combined with the new-found commitment to market reforms and pro-growth policies, these new investments should lead to higher economic growth in 2020.
As a previous winner of the Finmedia Economist of the Year Award and with more than 40 years of experience, Dr Roelof Botha is exceptionally well-qualified to advise executives and managers on progress with the path to economic recovery.
His past experience includes: Economic policy advisor at National Treasury; financial editor of a daily newspaper; economics lecturer at several Universities; and chief economist of the SA Federated Chamber of Industries. He teaches Applied Economics at GIBS (part-time), is a columnist for Netwerk24, Beeld, Afgriland and the Agri Wes-Cape Bulletin, is Economic Advisor to the Optimum Investment Group and has authored more than 500 research papers and articles.
He accurately predicted the retention of investment grade for South Africa’s sovereign bonds by Moody’s, as well as the recovery of the rand since 2016, based on a thorough analysis of indicators confirming fundamental fiscal and monetary stability in SA.
The South African economy in 2019 - by Dr Roelof Botha
1 Construction & property overview
- Construction industry value added & employment at a tangent
- Trends in the value of building plans & buildings completed
- Sales of hardware & building materials
- Afrimat Construction Index recovers
- REITS offer attractive dividend yields at low P/E ratios
- Residential construction could fuel large-scale job creation
2 The South African socio-political environment
- War on corruption set to continue
- Post-election policy scenarios
- How serious is the land expropriation threat?
3 Prospects for the South African economy in 2019
- Removal of obstacles to growth will create opportunities
- Leading business cycle indicator suggests growth is on track
- The importance of investment grade status for SA’s bonds
- Reserve Bank behind the curve - interest rates should decline
- Fundamental reasons for the recovery of the rand exchange rate
- Global economy in fairly good shape
*Latest Presentation*The Ramaphosa Effect – early signs of economic revival - An informed keynote address by Dr Roelof Botha
As a previous winner of the Finmedia Economist of the Year Award and with more than 40 years of experience, Dr Roelof Botha is exceptionally well-qualified to advise executives and managers on prospects for the South African economy in 2018, including the following:
Higher economic growth on the cards
Higher economic growth on the cards
Welcome return of the primary sectors
Global economy gaining some momentum
Rand exchange continues to stabilise
Interest rates on their way down
Fiscal consolidation is achievable
Combating of corruption to take centre stage
Higher growth beckons in 2018 - An informed keynote address by Dr Roelof Botha
The global economy & megatrends
US economy narrowing the growth gap with China
Europe to remain in zero growth mode
Drivers of US dollar strength
The commodity cycle slump – when will it end?
Socio-political overview – South Africa
Labour unrest – a serious threat, but potential solutions exist
Unpacking the NDP- which objectives will receive priority?
Time running out for the tripartite alliance
Public sector competitiveness scorecard since 2009
Prospects for the regional & South African economy
Rising stars of sub-Saharan Africa
Low interest rate environment set to continue
Relatively stable exchange rate expected over the medium term
Trends in household consumption expenditure
Capital formation trends
Gradual return of the “wealth effect”
Current constraints facing business
PRESENTATIONS by Dr Roelof Botha
Optional topics for inclusion in current presentations
Optional topics for inclusion in current presentations
Ryder:
TECHNICAL REQUIREMENTS:
Client to supply the following:
Client to supply the following:
Laptop
Data projector
Screen
Lapel microphone
The presentation will be in powerpoint (no audio) and Roelof brings same on a memory stick.
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