I am not bullish on South Africa. It seems sad. I have quite alot of investments in South Africa but the future seems bleak. The competition watch dogs are super aggressive persecuting above all the food producers presumably looking for reasons for food inflation. BUt the state's own house is in disarray. The parastatals are monuments to inefficiency and monopoly.
So what o we do? I think get your money out and go to Europe and the States. I am not wise enouugh to play the BRIC countires but it seems that may be worth pursuing.
Long Energy, Long China, Long USA.
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