We summarise the key impact of the SA National Budget on the consumer wallet. In our view, the Budget is slightly negative from a consumer perspective, shaving 30bps off our Consumer Wallet forecast growth (from 5.3% to 5%).
We summarise the key impact of the SA National Budget on the consumer wallet. In our view, the Budget is slightly negative from a consumer perspective, shaving 30bps off our Consumer Wallet forecast growth (from 5.3% to 5%).