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The Balanced Perspective: SA versus the world

There is a lot of rhetoric in the market about the shift to emerging market value. Locally, some of the Covid restrictions have been eased and the first vaccines have arrived in the country. What does this mean for the local equity market in South Africa and can we make any assumptions? In our second balanced Perspective event, Iain Truffle, Fund Manager of the Nedgroup Investments Balanced Fund, gives us his views.