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Table 1 below presents our high-conviction absolute return market views; our closed views are shown in Table 2 at the end of this note.
South Africa. As of today, we close our positive view on South African local debt. Political noise has increased over the past month amid growing speculation that President Zuma will try once again to strengthen his grip on the ANC. Sound monetary policy continues to provide some support, but inflation risks are rising and could start to weigh on...