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Macro Perspective 28/2021 | Rational investment viewpoint on South Africa's social environment

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week a rational viewpoint of the current political developments unfolding in South Africa. Broadly, market reaction is relatively muted with no signs of panic selling.

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Chapters

00:14 The reaction of markets to the protests and looting in South Africa
01:23 Looking at the unrest from a global perspective, and what is unique to South Africa
02:37 The importance of reducing inequality and unemployment rates
04:13 What does this all mean for markets? And how do we take a rational perspective?
05:04 Why it pays to be optimistic

13 Jul 2021 English South Africa Business

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