Market Watcher: Signs of life

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Makwe Masilela of Makwe Fund Managers discusses the day’s market moves, the rand rallying, earnings from the US, takeaways from Berkshire Hathaway's annual meeting, jobs numbers, the impact of upcoming elections on market volatility, sectors he's finding attractive, and SA's investment landscape.

6 May 2024 1PM English South Africa Business · News

[FULL SHOW] Interest rates on hold, road to the PIC AGM and the future of grid stability

This evening, we wrap up the day's market action with Sanlam Private Wealth, unpack the MPC's decision to hold interest rates with the Institute for Economic Justice, explore South Africa's LNG opportunities with Standard Bank Group, examine the PIC governance crisis with the University of Johannesburg, discuss the challenge of…

23 Jul 1PM 55 min

Market Watcher: Choppy waters for the markets

Nick Kunze of Sanlam Private Wealth discusses the JSE's decline, driven by higher oil prices, Google's AI spending and interest rate uncertainty. He explains why the MPC's decision to hold rates is good for consumers, and reflects on weaker US markets, Google's $6 billion AI investment and Tesla's lower profits.

23 Jul 1PM 7 min

Market Watcher: Signs of life

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