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Macro Perspective 7/2022 | Investments, SONA and macroeconomic indicators

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Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week he unpacks the recent State of the Nation Address (SONA) and macroeconomic indicators that bode well for company performance and emerging market currencies.

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Chapters

00:00 Discussing the February 2022 State of the Nation address
01:07 Looking forward to the upcoming national budget
01:48 An interesting macro phenomenon coming this week – monthly inflation numbers

15 Feb 2022 English South Africa Business

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