I argued on these pages in August that the post-government of national unity (GNU) rally in SA assets would be durable.

My view was premised on the expectation that growth would improve, supported by the removal of electricity supply constraints and an improvement in confidence bolstered by political stability and cyclical tailwinds. I made the argument then that the structural reform would be a boon for the country, and that asset price shifts would reflect this. ..

Subscribe now to unlock this article.

Support BusinessLIVE’s award-winning journalism for R129 per month (digital access only).

There’s never been a more important time to support independent journalism in SA. Our subscription packages now offer an ad-free experience for readers.

Cancel anytime.

Would you like to comment on this article?
Sign up (it's quick and free) or sign in now.

Speech Bubbles

Please read our Comment Policy before commenting.