Investors don't like uncertainty. From their perspective, Zuma is unknown and what little they HAVE heard, is bound to make them nervous. But. If he wins come December, he will have the next year to begin presenting himself presidentially, give briefings and so on. If he does become president-in-waiting, his profile will be much, much higher, and a lot of the uncertainty around him will disappear. What he will need to do, more than anything else to calm nervous international money men, is provide assurance that he is not planning to upset the current financial framework.(So far, he says he's not). Investors don't give a toss whether he's a democrat or raging dictator. As long as he can convince them he's a Capitalist. I'd expect some rand volitility, and a load of noise in the media, especially from foreign news outlets. But disinvestment? Unlikely. Ultimately, investors go where the money is; if not, Iraq would have no oil wells, and Zimbabwe no platinum mines.
