[TOP STORY] Reflections on the markets in Q1 2024

Loading player...
Luigi Marinus of PPS Investments offers perspectives on a delayed Fed rate cut, big tech, outperforming DMs, financials under pressure, bonds’ day in the sun and opportunities in China.
24 Apr 2024 2AM English South Africa Business News · Business

Other recent episodes

Clicks and Afrimat: Quality stocks, tough sectors

Nasty Afrimat numbers and Clicks results that left the market disappointed. Is there an opportunity in either? Schalk Louw from PSG Old Oak weighs in. Independent property analyst Keillen Ndlovu unpacks how local Reits are investing in water security for their buildings. Simon on why investment fees matter, what to…
23 Oct 1AM 19 min

Sasol keeps the momentum going

Kea Nonyana from PrimeXBT unpacks the latest business update from Sasol and Standard Bank's limited trading update. Famous Brands CEO Darren Hele discusses tough trading conditions despite price decreases on some products. Plus, Hugh Hacking from Momentum Corporate weighs in on better-than-expected local inflation and the key details from the…
22 Oct 2AM 21 min