FFM podcast ep11: SA a bobbing cork in a weaker dollar environment; Absa to watch; Dividend explained

United States inflation fell to 3% in June, the lowest in three years, as increased interest rates started to bite. This easing in CPI has lifted hopes that the current trend of rising interest rates will be cooled. But what does all this mean for a South African investor? This week on the Fantasy Fund Manager podcast BizNews' Stuart Lowman was joined by Corion Capital's Garreth Montano and Grant Morris, a portfolio manager at CluclasGray Asset Management to try to answer this ever-changing scenario. With a big scope on which sectors and stocks may benefit from a dovish interest rate environment and a stronger Rand. Education is one of the cornerstones of Fantasy Fund Manager and this week dividend ratio was explained, and how it is used in investment decision-making. Remember to make your picks each week by the market open on Monday to have a chance to win any of the prizes up for grabs. And invite your friends. Register at www.fantasyfundmanager.co.za—thanks to our platinum sponsors Sharenet, Terebinth Capital, ClucasGray Asset Management, and Money Better. Remember to subscribe to the podcast so you don't miss an episode. Learn more about your ad choices. Visit megaphone.fm/adchoices