Woolies and Shoprite tackling food inflation brilliantly
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EA Capital's Kea Nonyana on the Woolies update, rand strength and the higher oil price. David Rees from Schroders talks the global goods sector, as we’re seeing some signs of recovery that should bode well for EMs and commodities. Despite prevailing pessimism, South African equities are currently priced for worst-case scenarios. Sean Neethling from Morningstar Investment Management SA takes a look.
