Latest / The Investment Perspective, with Ninety One
#21 Compromises and trade-offs as Godongwana delivers Budget 2.0
The revised Budget tackles the near-impossible challenge of driving growth while managing fiscal pressures and funding critical sectors. Adam Furlan explores what it reveals about the dynamics within the Government of National Unity (GNU), unpacks the short-term market reaction and long-term implications, and outlines the positioning of the Ninety One Diversified Income Fund.
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The skinny
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