Market and economic wrap: Beyond the AI trade - Markets broaden as politics takes centre stage.
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Global markets are showing signs of broadening beyond the dominant AI and technology trade, as investors begin to look more closely at valuations, earnings growth and opportunities across a wider range of companies. In this week’s Market and Economic Wrap, Tumisho Grater, Multi-Management Investment Analyst at Nedgroup Investments, explores what this shift could mean for investors and why diversification is becoming increasingly important.
She also unpacks the latest moves in oil prices and central bank policy, as well as developments closer to home, including South Africa’s revised GDP figures, debt ratios and the underlying growth outlook.
She also unpacks the latest moves in oil prices and central bank policy, as well as developments closer to home, including South Africa’s revised GDP figures, debt ratios and the underlying growth outlook.
