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The GNU dawn is all the rage in South Africa, but what does this mean for portfolio strategies? In this show, Mohammed Nalla and The Finance Ghost add to the market discourse around the South African opportunities with a sobering view on some of the macroeconomic indicators, coupled with highly practical thoughts on what to be careful of in the equity market as part of a broader GNU play. And of course, there's a particular sector that the hosts put on the table as a potential winner in a GNU-driven recovery story. To enhance your understanding of the market and get views that you might not hear elsewhere, this is a great episode of Magic Markets.