Markets looking weak after a huge run in 2023

Loading player...
Sanlam's Nick Kunze talks markets as they look like they’re rolling over … US PPI shows inflation is not completely behind us and locally Aspen is looking strong.
Paul Hutchinson from Ninety One on why you may have longer than you think as an investor and why it matters.
Dylan Govender from Investec for Business on contesting the dti's import tariffs policies.
14 Aug 2023 12AM English South Africa Business News · Business

Other recent episodes

Do elections matter for markets?

Nick Kunze from Sanlam Private Wealth unpacks weaker-than-expected US jobs data and, with US and local elections a month away, how he’s positioning portfolios. Keith McLachlan from Element Investment Managers on where he’s finding offshore value beyond the AI trade. Tim Carr, investment director at Schroders, shares their latest multi-asset…
5 Oct 1AM 20 min

Why the sudden rand weakness?

Capitec is 10% off its highs – is there value on offer? Danie Dörfling-Kruger from Moore Infinity weighs in on the results and where the opportunities are in local banks after a stellar 18 months. Niki Giles from Prescient Fund Services on the ETF boom and why actively managed ETFs…
2 Oct 1AM 20 min