3 Comments
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Michael McGaughy's avatar

Good write-up and observations. Thanks for posting!

Woodrow / Mango Tree Research's avatar

Enjoyed the currency commentary a lot. Trust in the rand is key to developing the economy overtime. Not sure how they address inequality, clearly it is a major issue. There is a long way between the hard labourers and the mercedes benz, despite them being only meters apart!

Emerging Value's avatar

Yes, inequality is something else between statistics and when you see it