Riaan 
Izazi zezomnotho ziqagula ukuthi luningi usizi olungase lubhekane nabanikazi bezimoto nezindlu baseNingizimu Afrika, njengoba kuzohlangana iMonetary Policy Committee yebhange elikhulu izodingida i-repo rate ngasekupheleni kwesonto elizayo, nokunyuka kancane emakhadini.
Njengamanje, i-repo rate iku-7.75%, ngemuva kokuthi inyuswe yiKomidi Lenqubomgomo Yezezimali leBhange Lombuso laseNingizimu Afrika ngoNdasa walo nyaka. Sekukonke, i isilinganiso se-repo ikhuphuke ngamaphuzu ayisisekelo angama-425 emihlanganweni eyisishiyagalolunye.
FUNDA FUTHI: ‘Lokhu akusilungele thina’ – ochwepheshe basabela ngokukhuphuka kwerepo rate
Isazi sezomnotho esihola phambili se-KPMG, u-Frank Blackmore, sibikezela ukuthi i-repo rate ingase inyuke ngamaphuzu angu-25 emhlanganweni ozayo. Wachaza ukuthi lokhu kungenxa yokuthi i-Monetary Policy Committee yayizibophezele ekunciphiseni ukwehla kwamandla emali kuze kufike ezingeni elihlosiwe lika-4,5%.
“I-inflation ekhona kusukela ngoMashi nonyaka isiku-7.1% kanti kulindelekile ukuthi i-inflation ihlale kuleli zinga ngesikhathi sokufundwa kuka-April okumele kukhishwe emasontweni amabili.
“Uma ukwehla kwamandla emali kusalokhu kucishe kufinyelele ku-7 kuya ku-7.1%, kusobala ukuthi kusengaphezu kwalokho okuhlosiwe kokwehla kwamandla emali okungu-4.5% futhi kuzosho ukuthi iKomidi Lomgomo Wezezimali lizokhuphula irepo rate ngamaphuzu angama-25 emhlanganweni walo kaMeyi,” usho kanje.
Ngokuhambisana namanye amazwe
Uqhube wachaza ukuthi lokhu kunyuka kuzohambisana nezinye izindawo emhlabeni jikelele emihlanganweni yabo yakamuva.
“Ezinye izinto ezinomthelela ekwenyukeni kwerandi wukwehla kwamandla erandi kwakamuva kanye nezinga eliqhubekayo lokwehla kwamandla emali esilibone kuze kube ngu-Ephreli nonyaka. Kulindeleke ukuthi i-inflation iqale ukwehla kusukela ngoMeyi kuye phambili, njengoba ngoMeyi wonyaka odlule, ukunyuka okukhulu kwamandla emali kuqale ukuvela,” ephetha.
Khonamanjalo, u-Tertia Jacobs, isazi sezomnotho soMgcinimafa kwa-Investec, ubona ukuthi umongo womhlangano we-MPC kaMeyi kufanele ube mnandi kakhulu.
FUNDA FUTHI: Ukushaqeka njengoba izinga le-repo likhuphuke ngamaphuzu angama-50 – izinga eliphakeme kakhulu eminyakeni eyi-13
“Emazweni ngamazwe, imijikelezo yokuqwala izintaba ye-Federal Open Market Committee (FOMC) kanye ne-European Central Bank (ECB) isifinyelele esigabeni esithuthukile. USihlalo u-Powell uthi i-FOMC ayisasho ukuthi ilindele ukukhuphuka kwezinga, okuhunyushwa ngokuthi ikhefu le-hawkish.
“I-ECB ilinganise ijubane lokwenyuka kwezinga njengoba ijubane le-QT liqina, noMongameli we-Bundesbank ethi i-ECB ingase isondele emlenzeni wokugcina womjikelezo wayo womlando wokunyuka kwezinga lenzalo,” esho.
Ukuma kuya ngokushuba
UJacobs ukuqinisekisile ukuthi eNingizimu Afrika i-stagflation iya ngokushuba. Uchaze ukuthi irandi lingene ngaphansi kwengcindezi enkulu njengoba izinto eziqondene ne-SA zicekele phansi abantu.
“I-Load shedding, ukufakwa ohlwini okumpunga kwe-SA ngoFebhuwari kanye nokubuyekezwa kokwehla kube yizinto ezidale ukuthi irandi lenze ngaphansi kwezimali ze-DM ne-EM kusukela ngoNovemba 2022.
“Isimemezelo senxusa laseMelika ngesonto eledlule sokuthi iNingizimu Afrika ihlinzeke iRussia ngezikhali, njengoba iNingizimu Afrika ingahlangene ne-US, Russia futhi i-Ukraine, okulandelwa ukuqokwa kwekhomishana yamajaji ezophenya nguMongameli Ramaphosa, yengeze inani lobungozi ezweni.
“Izinqubomgomo zezomnotho azikaqinisekiswa kanti nokungaphuthumi ukubhekana nezinkinga eziningi kukhathaza kakhulu. Izindleko zokufakwayo zezinkampani ziyaqhubeka nokukhuphuka, futhi izingcindezi zokwehla kwamandla emali zikhuphuka. I-ZAR ebuthaka iphikisana nomthelela wokwehla kwentengo kawoyela nokudla emhlabeni wonke,” kusho yena.
UJacob uthe ukholelwa ukuthi iBhange Lombuso laseNingizimu Afrika kungenzeka liqhubeke nokukhuphuka amanani njengoba lisazibophezele ekulweni nokwehla kwamandla emali.
Wengeze ngokuthi ukwandiswa kwezilinganiso zenzalo zesikhathi esifushane kungase kuzinzise irandi esikhathini esifushane kanti izinkathazo ezibalwe ngenhla zingaxazululwa kuphela ngentando yezombusazwe kanye nokufakwa kwezinkampani ezizimele ekulungiseni ingqalasizinda ephukile.
FUNDA FUTHI: Ukuhlupheka okwengeziwe kubantu baseNingizimu Afrika njengoba inzalo yenzalo yaphinde yanyuka
