[TOP STORY] Is this the end of the US dollar's 14-year upcycle?

--:--
'It's really important if you're an allocator to know whether the dollar cycle is happening, because if it's happening a whole bunch of correlations and relationships change': Sahil Mahtini – Ninety One
15 Jul 2AM English South Africa Business News · Business

Other recent episodes

An improving Transnet boosts Kumba ... but demand still a worry

Gary Booysen from Rand Swiss unpacks the Kumba update, Transnet slowly improving but is the stock offering value? Keith McLachlan from Element Investment Managers takes a look at the small- and mid-cap space – with large-cap indices hitting records, how are the minnows faring? Simon shares his take on the…
25 Jul 1AM 21 min

June inflation signals Sarb policy error

With the Alsi up past 100k and local CPI down to 3%, Kea Nonyana from Scope Prime asks whether it's time to call this an MPC policy misstep. Duggan Matthews, CIO at Marriott, argues that in today's turbulent market, the real edge isn't in chasing value or growth – it's…
24 Jul 1AM 20 min