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Macro Perspectives 7 | SONA and Government’s execution crisis

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Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, focusing on the crisis of execution currently facing the ANC government, as illustrated by SONA last week and the lack of investment in recent years.

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Chapters

00:00 SONA – an excellent speech met with apathy by South Africans and the investment community
00:52 The reason for the apathy that met SONA
01:32 The capacity of the private sector to help fix the problem of basic capital allocation
02:35 The importance of creating an enabling environment for the private sector

14 Feb 2023 English South Africa Business

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