“My day (and many late nights) job, involves amongst other things engaging with domestic and foreign asset managers. It has been extraordinary to see how the post-Nasrec euphoria has disappeared over the last month or two. In fact, the depression and negativity seem worse than during the worst of the Zuma reign. Although some of the negativity can be explained by the fall-out for emerging markets from global events, a lot is being blamed on political developments closer to home.” Read the full article here. Spoiler alert: NHI features.