Global emerging market elections fuel currency fluctuations

Loading player...
RMB's Matete Thulare notes that the rand is reacting to the likelihood of a centrist coalition government as political parties begin serious negotiations. Wandile Sihlobo from the Agricultural Business Chamber of SA discusses the master plan for agriculture and which parties would best be suited to implement it. Reza Ismail from Prescient Investment Management on what we can expect from the Q1 GDP data due this morning and the bond market's response to the election results.
4 Jun 2024 1AM English South Africa Business News · Business

Other recent episodes

Gold still fund managers' fav

Scope Prime’s Kea Nonyana unpacks Exxaro’s manganese move — and whether a truce on tariffs could dull gold’s sparkle. Absa’s Abrie Rautenbach weighs in on how tariffs are biting into South Africa’s agri sector. Tax Consulting SA’s John-Paul Fraser on why expats are among the millions eyeing the two-pot cash.
14 May 1AM 19 min

Lewis: After a strong update, it's still cheap

Alex Duys of Umthombo Wealth highlights Lewis Group’s strong trading update and Boxer’s solid first results as a listed company. Redefine CEO Andrew König notes continued pressure in the local office sector, while Poland nears full occupancy. Calgro M3 CEO Ben Pierre Malherbe reports a sharp revenue drop but resilient…
13 May 1AM 19 min

[TOP STORY] Sappi Q2 2025 results show revenue flat year on year

‘With all the fun and games going on between President Trump and the Chinese ... the retailers out of the US are not really ordering clothing and unfortunately everybody is adopting a wait-and-see attitude which has a knock-on effect on the selling prices [of dissolving wood pulp]’: CEO Steve Binnie.
12 May 3AM 6 min