Things are looking better in ZA. Huge trade surplus (latest)/Foreigners buying gilts and stocks/and ABInBev merger monies to flow in (maybe Oct/Nov).
If either Italy (48% want to exit EU) or France (41% want to exit EU) hold a succesfull Brexit style referendum, EU will be between a rock and a
hard place. Could then be that UK looks good in comparison (my opinion). ZA with higher yields may also continue attracting inflows to JSE and bond market.
What do you think ?