🎙 Join Portfolio Manager Jason Swartz as he unpacks the surprising postponement of South Africa’s Budget Speech. Jason shares insights on the implications for the Government of National Unity (GNU) ⚖️ and the broader economy 📈.

🔑 Key takeaways:

💰 The budget was delayed due to disagreements over a potential VAT hike.

⚖️ This could signal cracks in the GNU – or proof that it's working.

🏛️ The ANC has been asserting its authority within the coalition, as seen with recent policies like the NHI and Expropriation Act.

📉 Market reaction was muted, suggesting investors may see the GNU as functioning despite political noise.

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