[Full Show] Budget Speech Redo, State of Markets and Non-Performing Loans

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Market Matters
This week, we look ahead to the Budget Speech, we continue with earnings data releases and we look at US and Chinese inflation data.

Deep Dive
We dive into the state of local and global markets under the current tensions. We look at the performance of markets year to date and the trends in sentiment that seem to be emerging. We also touch on some of the potential driving factors of market movements.

Investor Insights
We dip into the concept of non-performing loans and the impact these can have on balance sheets, especially in the banking world. We also update our wall of preferred picks and wrap things up with our Unfiltered Opinion of the Week.
Chapters
  • 00:26 Market Matters: Budget Speech Redo
  • 17:01 Deep Dive: State of Markets
  • 35:41 Investor Insights: Non-Performing Loans
  • 52:36 Unfiltered Opinion of the Week
12 Mar 2025 English South Africa Investing · Business News

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