While BRICS have been dominating the headlines lately, investment returns have not been too impressive over the last year or so. There might be a sector switch out of BRICS into developed markets. In South Africa’s case this could be prompted by an unsustainable current account deficit.
One of our portfolio managers, Rob Spanjaard, joins ABN in studio to explain our view of the current landscape.
Click here for the video: CNBC Africa – Are the BRICS Falling out of Fashion