
PETER ARMITAGE, CEO OF ANCHOR CAPITAL
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Investors should be ready to react as the political drama unfolds, with a close eye on the balance of power in the provinces. SA has serious structural issues and the advances made in solving these are equally important. It should also be borne in mind that many of the factors impacting equity markets are global in nature and the SA political outcome is just one of the contributors. However, various segments of the SA market could perform very differently in varying scenarios.

