[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

Nvidia circular deals cloud exceptional results

Analysis of Nvidia’s latest results and what the numbers signal for the AI boom. We also look at how affordability and younger buyers are changing the choices South African motorists make.
27 Aug 1AM 19 min

[TOP STORY] What really drives returns on the JSE?

‘I think genuine diversification really comes from holding different sources of return, not simply focusing on sector labels’ – Chetan Ramlall, portfolio manager, STANLIB Asset Management.
25 Aug 2AM 7 min