South Africa Views

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Headwinds Growing For Economy

We are below-consensus, forecasting that South Africa's economy will growth by just 2.5% in 2014 (versus Bloomberg consensus of 3.0%). Our view is predicated on several concerning factors including...

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Shale Gas A Long-Term Hope

Shale gas regulations would provide clarity for investors seeking to tap South Africa's shale gas potential. However, we note the investment certainty this provides could be undermined by an...

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