A NEW DAWN FOR SA INC.?

As the dust settles on South Africa’s national elections, we can all heave a sigh of relief. With the formation of a clunky Government of National Unity that excludes the two most radical parties, South Africa has again walked back from the abyss. Markets nervously cheered the result. However, long-term macro prospects remain precarious. With an unsustainable debt path, South Africa urgently needs economic growth.

In this webinar portfolio managers Nick Balkin and Wim Murray, in conversation with Linda Eedes, reflect on the implications of the election results, scenarios that may eventuate and discuss the economic growth that the GNU coalition needs to deliver now and over the long term. And in doing so, debate the opportunities and risks that prevail in the SA equity environment.