South Africa Drop-In: Will investor optimism last?

South African financial assets have made a strong start to the year, supported by the perceived political stability of the Government of National Unity and better terms of trade. But risks to the outlook remain. The surge in metals prices may run out of steam, while this month's budget and upcoming municipal elections could test the government’s stability.

Our Emerging Markets will be assessing risks to South Africa’s financial markets in this special briefing on Thursday, 12th February at 08:30 ET/13:30 GMT. During this 20-minute session, the team will be answering your questions about the macro and markets outlook, including: 

• What to expect for South African growth, inflation and interest rates through 2026;
• How macro and market risks will shape returns from the rand, equities and government bonds;
• If investors should be concerned about the stability of the Government of National Unity, and how upcoming fiscal and political events could shape the economic outlook and market returns.