RE:A word of caution My friendo - you are 100% correct BUT the market works on sentiment and is not as rational as you clearly are unfortunately. So we will get a bump on sentiment - sell before the reality as you describe sets in. I say some time just after election. Yes it then will loose altitude again but stage a slower recovery based on gradual improving fundamentals. Easing current rules on remittances and tourism will help foreign currency reserves - but I agree that will take years to be a reality given covid and slow wheels of government