How will markets respond to rate cuts?

--:--

Nick Kunze from Sanlam Private Wealth discusses a critical week ahead with the FOMC, MPC, and BoJ meetings, Barloworld's challenges, and excitement in the PGM sector.
Rivaan Roopnarain of PwC South Africa highlights key insights from the H1 2024 banking report.
Tim Atkin, co-chair of the International Wine Challenge, weighs in on the global standing and value of South African wines.

16 Sep 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] For ten years broad global ETFs have shone in rands

The performance is ‘being driven by this kind of spectacular run in US equities and concentrated around technology, advertising and more recently the semiconductor industry’: Chris Rule, head of Client Solutions at 10X Investments.

4 Oct 2AM 7 min

Keeping an eye on inflation risk

Hedging explained and a look at Balwin's latest update.

4 Oct 1AM 20 min

[TOP STORY] China shows ‘really strong’ growth in platinum investment demand – WPIC

Research director Edward Sterck reports ‘extended-range electric vehicles’ as the current fastest growing EV segment in China.

3 Oct 3AM 7 min

'Sarb should have a growth mandate'

Lonwabo Maqubela of Perpetua Investment Managers on why the Sarb must cut rates to maintain credibility. Edward Sterck from the World Platinum Investment Council discusses future supply and demand trends. Roné Swanepoel from Morningstar SA highlights the key golden ratio for savers and investors.

3 Oct 1AM 21 min

[TOP STORY] In a slowdown companies with consistent earnings don't let you down

Attila Kadikoy from Levantine & Co stresses the importance of prioritising predictable earnings over the current AI hype.

2 Oct 2AM 5 min

All episodes