Montalto discussed the following five things to look out for in 2017:
Political noise – Cyril Ramaphosa’s public campaign to become President of South Africa and Nkosazana Dlamini-Zuma’s behind the scenes moves for the same position.
Lack of reforms
Ratings still in focus (Will the benefit of the doubt run out?)
Impact from Trump (e.g. he’ not going to be importing South African steel; more Fed hikes, etc.)
- Zuma is weaker, but not weak, and the option to build more nuclear power stations is still on the table.
For more detail listen to the interview in the audio below.
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