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Government Policy and Investor Sentiment in South Africa - MacroSolutions Perspectives

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Peter Brooke, a Portfolio Manager for the Old Mutual Investment Group, talks about the good news that came out of President Ramaphosa's weekly newsletter. He focuses on policies, confidence, and positive consequences on South African bond yields that could mend the debt trap, spur on business activity in growing revenue, and cost reduction.

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Chapters

00:00 President Ramaphosa's weekly newsletter and land reform
00:47 Spectrum auction and increased delivery
01:32 What's happening with South Africa's share price
02:02 How bonds reacted
02:32 Residential development announcement

6 Oct 2020 English South Africa Business

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