[TOP STORY] Rand, reforms, and rail: Unpacking SA’s economic outlook post-election
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Izak Odendaal from Old Mutual Wealth weighs in on the transformation in SA’s critical economic sectors.
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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.
[TOP STORY] Does economic data matter at all in the current market?
Jameel Ahmad from GTCFX notes: ‘This is the first year I’ve known where headlines have driven the market’.
Gold Fields has a Ghanaian headache
Analysis of improving business debt conditions in SA, and whether economic data still matters in today’s markets.
[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.