🎙 Join Portfolio Manager Jason Swartz as he unpacks the surprising postponement of South Africa’s Budget Speech. Jason shares insights on the implications for the Government of National Unity (GNU) ⚖️ and the broader economy 📈.🔑 Key takeaways:💰 The budget was delayed due to disagreements over a potential VAT hike.⚖️ This could signal cracks in the GNU – or proof that it's working.🏛️ The ANC has been asserting its authority within the coalition, as seen with recent policies like the NHI and Expropriation Act.📉 Market reaction was muted, suggesting investors may see the GNU as functioning despite political noise.Thanks for listening! Follow us on Linkedin.

Ver todos los episodios