South Africa's road to 2024 elections: Long-term macro outlook remains weak
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We highlight our macro presentation from a recent webinar on South Africa’s road to the 2024 elections
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Short term, commodity prices have improved fiscal and external accounts and SARB rate hikes will help control inflation
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Longer term, reforms look unlikely as the political temperature heats up so growth will continue to be stagnant
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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").
The Analyst certifies that the views and forecasts expressed in this report accurately reflect their personal views about the subject, securities, or issuers specified herein. In addition, the Analyst certifies that no part of their compensation was, is, or will be directly or indirectly related to the specific recommendations or views expressed in this report.