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Moody's: SA recovery coming

Aug 23 2009 11:03

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Johannesburg - The monetary easing by the South African Reserve Bank which saw it cut rates by a further 50 basis points last week is expected to steer the country's economy toward recovery in the second half of this year, Moody's Economy.com said on Friday.

The analysts noted in their weekly commentary that second quarter national accounts data showed South Africa's economy contracted for the third consecutive quarter while GDP retrenched 0.8% q/q, following a 1.7% drop in the first stanza.

But they pointed out that if there was a silver lining in the national accounts, it was an easing in the pace of contraction from the first three months of the year.

"Further, South Africa's construction industry expanded at a robust pace and managed to provide the largest contribution to the economy, thanks to strong government construction spending in preparation for the Football World Cup in 2010. Government services also made a positive contribution to GDP, whilst modest improvement in monthly exports helped lift mining and quarrying output," they added.

Another positive development, according to Moody's Economy.com, is moderating inflation pressures, which have given the South African Reserve Bank enough room to slash interest rates by 500 basis points since December.

"This monetary stimulus will help steer the economy toward recovery in the second half of 2009," the analysts ventured.

But they added: "Nonetheless, with manufacturing, finance and trade still in decline, the pace and nature of the recovery remain uncertain, as these industries account for nearly half of GDP. With joblessness on the rise, domestic demand will likely be subdued in the second half. Ongoing labour disputes and frequent strikes also add downside risk to the outlook.

"The path back to self-sustaining growth will be long and require deft guidance by policymakers. However, deteriorating public finances have limited the government's ability to mount an aggressive fiscal stimulus beyond the current, massive R787bn public infrastructure program over the next three years."

- I-Net Bridge

 
 
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