Aside from the concern over governance at our SOEs, what are the biggest risks facing SA’s macro environment in 2018?
Investec’s Ronelle Hutchinson says that even though the SA dynamic has improved, the global environment is shifting, and a rish factor for South Africa is the change in liquidity dynamic. Annabel Bishop adds: Looking at the US interest rate trajectory – if they hike by more than what’s expected, this would mean substantial currency weakness for the rand, which could quell a lot of the Ramaphosa effect we’ve seen of late. Get more insights from the Investec #Budget2018 panel discussion here: http://bit.ly/2Gxv1pZ For more videos from this playlist, click here: http://bit.ly/2IfkuiX |
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