We summarise the key impact of the SA National Budget on the consumer wallet. In our view, the Budget is negative from a consumer perspective, shaving 40bps off our Consumer Wallet forecast growth (from 3.1% to 2.7%).
We summarise the key impact of the SA National Budget on the consumer wallet. In our view, the Budget is negative from a consumer perspective, shaving 40bps off our Consumer Wallet forecast growth (from 3.1% to 2.7%).