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Markets & Meaning - Monthly podcast by Sean Ashton (Head of Investments at Private Clients)

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Hormuz, Markets and Opportunity

In this episode, Sean Ashton unpacks the market impact of tensions around the Strait of Hormuz, and what it reveals about how markets behave in periods of uncertainty.

The discussion goes beyond the headlines to explore supply chain risk, energy markets and why markets often move ahead of the news cycle. It also highlights where potential opportunities may be emerging, particularly in sectors like technology, with companies such as Microsoft and NVIDIA trading at more attractive valuations following the recent sell-off.

2 Apr English South Africa Investing · Investing

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