We've just returned from a week in London where we had the opportunity to sit across the table from the managers looking after our client's money. We have come back with some great insights and can reflect on time well spent.
The firing of Nhlanhla Nene was a shock to the investment community around the world. The markets registered their disapproval instantly. However, it was this reaction that forced an immediate turnaround and saw Pravin Gordhan reinstated