We summarise the key impact of the SA National Budget on the consumer wallet. In our view, the Budget may have a negative impact on the SA consumer market. We revise our initial consumer wallet growth from 2.6% y-y to 0.7% y-y.
We summarise the key impact of the SA National Budget on the consumer wallet. In our view, the Budget may have a negative impact on the SA consumer market. We revise our initial consumer wallet growth from 2.6% y-y to 0.7% y-y.