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Jul 6, 2022
- Still stage 6. Rand continues to weaken.
- Naspers (JSE code: NPN) and Prosus (JSE code: PRX) both are holding well after the hard run the previous Monday on results and buy-back news.
- Resources under pressure, all of them.
- Supply chains adjusting
- Just in time is now just in case
- Higher inventories
- Higher costs
- More localisation