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The State of the Macros | Business Redefined



On the discussion:

· The liability management blitz – the Kes 50.0 billion domestic debt buyback & the partial buyback of the US$900.0M 2027 note
· Going back to market with the 2036 US$1.5 billion note
· Supplementary Budget II 2024/25 & the accompanying spending pressures (fiscal deficit some 67.0 bps up)
· The US$3.6 billion IMF programme, its sunset & the way forward. A successor programme in the offing? What shape & form would it take?

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