‘Market Pulse Monthly with Morningstar’ - Is SA on the cusp‪?‬ Money, Markets and Masterminds

Morningstar South Africa’s Sean Neethling discusses the sentiment shift toward SA assets and what investors should pay attention to amid the government's coalition transition.
 
‘Welcome to 'Money, Markets, and Masterminds,' - a Citywire South Africa podcast that delves into the intricate world of finance, investment and strategic decision-making.  
 
Today is our second episode of a new underlying series, in partnership with Morningstar South Africa and its head of investments Sean Neethling.
 
The series, aptly called: ‘Mind over Markets with Morningstar’ provides the latest insights on monthly investment trends. 
 
For the foreseeable future, the first Monday of every month, we will be exploring key market developments and dissecting economic indicators, which will cover everything from equities and fixed income to commodities and alternative investments.
South African assets reacted positively to news of a coalition government, after the ANC lost its 50% majority in the results of the national election in May. Markets were especially positive about the announcement of a government of national unity (GNU) and specifically the potential partnership between the ANC and DA. 
 
There has been a clear sentiment shift with SA assets all rallying significantly over the last two weeks to 21 June.
Recent market movements suggest there is a SA-specific story underlying performance. The question is what are the main drivers, how sustainable is that performance and what should investors pay attention to as SA transitions into a coalition-led government?
Neethling discusses this and more in this episode.