I didn’t get to write a note on South Africa’s food price inflation data, which accelerated to 3.8% y/y in August 2019, from 3.0% y/y in July.
I was in Lichtenburg, North West sharing thoughts with farmers and agribusiness there. The mood was generally positive, but folks are concern about South Africa’s land reform policy direction and climate change (I will write something on these points in the coming days).
So, with limited time to write about food price inflation, I decided to record a short video sharing my thoughts on the data. You can access it here.
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