Market & economic wrap: 100 days and counting - GNU is holding firm

Loading player...
In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments discusses South Africa's Government of National Unity (GNU) reaching its 100-day milestone, with positive market reactions such as the JSE hitting all-time highs and the Rand strengthening. He also covers municipal challenges, global events like the US Vice Presidential debate, and the Springbok rugby team's victory. Market updates include record highs for the JSE, US, and European stocks, a drop in Brent crude oil prices, and a new high for gold. The episode concludes with China's significant stimulus package and its potential global impact.
1 Oct 2024 English South Africa Investing · Business News

Other recent episodes

Quarterly Insights: Is the investment playbook changing?

For decades, investors could rely on a familiar set of assumptions about markets, interest rates, globalisation and economic growth. Today, many of those assumptions are being challenged. In this episode of Quarterly Insights, Nic Andrew, Managing Executive at Nedgroup Investments, joins Rob Johnson, Head of Investments, to unpack the key…
14 Aug 33 min

Market and economic wrap: Beneath the rally - Inflation, oil, and leverage

Global markets continue to push higher, supported by strong earnings expectations, resilient economic activity, and ongoing enthusiasm for artificial intelligence. But beneath the rally, investors are grappling with a more complex reality of persistent inflation, elevated market leverage and renewed geopolitical tensions. In this week’s episode, Tumisho Grater, Multi-Management Investment…
14 Jul 7 min