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Macro Perspective 49 | Market response to Ramaphosa resignation risk

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Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, focusing on the market fallout of last week’s speculation around President Ramaphosa’s resignation, as well as portfolio positioning amid SA’s political risk.

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Chapters

00:23 How the market reacted to the Phala Phala report and implications for the South African government
01:40 What does this mean going forward?
03:27 Does the latest news change how our portfolios are positioned?

6 Dec 2022 English South Africa Business

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