As the world starts to turn the corner to economic recovery, South Africa needs to make changes to take part in the growth of emerging markets, which is set to outstrip that of developed markets. However, South Africa’s economy remains at a crossroads, and requires reform to put it on the road to redemption.
Erik Nel, portfolio manager of the Amplify SCI* Strategic Income Fund, investigates whether we are at the turn of a new economic cycle, how markets tend to react and investors should be positioned.
