Moneyweb Radio MoneywebNOW

US 10-year yield highest since 2007

Loading player...
Wayne McCurrie of FNB Wealth and Investments looks at Quantum Foods expecting a loss due to avian flu, and the risks to equity valuations with higher rates.
Sean Neethling, head of Investments at Morningstar South Africa, talks about being underweight in high-flying US tech stocks.
FNB's senior economist Siphamandla Mkhwanazi shares insights on slowing home sales and the impact of solar on sale prices.
26 Sep 2023 1AM English South Africa Business News · Business

Other recent episodes

China needs an AI boost to attract investors

China is lagging its global peers more than at any point in 25 years. PSG Old Oak’s Schalk Louw explains why. Coface’s Aroni Chaudhuri on the global outlook, the Iran conflict, and what it means for local GDP growth and inflation. Simon asks: Are Meta and xAI selling data centre…
10 Jul 1AM 22 min

Sun International: A bargain in plain sight?

Tourism continues to recover, but where's the investment opportunity? Faheema Adia from Momentum unpacks the latest tourism data, the outlook for local leisure stocks, and what Hyprop's accelerated bookbuild means for investors. Short sellers have been increasing their bets against South African retailers. Casey Sprake from AG Capital explains what's…
9 Jul 1AM 20 min
All episodes