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Water security is one of South Africa’s most pressing challenges. We unpack the economic ripple effects of water shortages and explore regulatory shifts and infrastructure efforts aimed at improving water management.
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The series concludes with a case study on Brazil, a discussion on what sets South Africa apart from the countries discussed in this series and broad guidelines for investors on asset allocation in so-called “worst-case scenarios”.
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In episode two, we ask if domestic equities will always preserve value in cases of severe countrywide decline and major macroeconomic instability.
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Our first episode features the fascinating series of events that unfolded in Argentina, Lebanon and Venezuela respectively.