South Africa's Kganyago Sees 'Undervaluation' of Rand

The video discusses the impact of US economic policies on South Africa, focusing on two main channels: the strength of the US economy and portfolio flows. It examines the divergence in monetary policies, the effects of the 2013 taper tantrum, and South Africa's fiscal policies. The discussion also covers South Africa's monetary policy, inflation concerns, currency volatility, and the impact of commodity prices on trade. Finally, it analyzes the investment climate in South Africa amidst political noise.

What are the two main channels through which a strong U.S. economy affects emerging market economies?

How did the 2013 taper tantrum impact emerging market assets according to the discussion?

What fiscal policies were implemented in South Africa during the period of quantitative easing?

How has the Reserve Bank of South Africa's monetary policy changed since January?

What factors contribute to the volatility of the South African Rand as discussed?

In what ways do commodity prices affect the inflation outlook in South Africa?

What challenges does the South African government face in convincing investors to invest in the country?