Peter Brooke shares a positive outlook for Anglo American, emphasising the favourable terms obtained by Botswana, where the diamonds were recently discovered, enabling them to leverage the resources for the benefit of their people. In SA, looking to the second half of 2023, Peter advises caution and suggests bonds and cash as potentially good investments, anticipating a market downturn. He identifies opportunities in SA companies and the positive long-term prospects for SA, as we make progress in electricity generation and reduce energy intensity, leading to improved GDP growth.
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