David Shapiro forecasts resource revival and bond market surge

Loading player...
In an interview with BizNews, David Shapiro, a renowned market analyst from Sasfin Securities, shared insights on the potential resurgence of resource stocks amid global economic shifts. He highlighted optimism around platinum investments and discussed the evolving dynamics in luxury brands like Hermes and Ferrari. Shapiro also delved into the bond market's attractiveness amidst declining yields and speculated on the future of tech giants like Nvidia in investment portfolios. His perspectives provide a comprehensive view on current market trends and investment strategies amid uncertain global conditions.
16 Jul 2024 9AM English South Africa Investing · Business News

Other recent episodes

SA's Competition Commission has become a handbrake on the economy: Rob Rose

Bryan Brownrigg was never a currency trader. He sold foreign exchange to Standard Bank's institutional clients for 23 years. But when the Competition Commission decided that 28 banks had run a single conspiracy to rig the rand, his name went into the complaint anyway, and it took a decade and…
11 Sep 7AM 20 min

He built a $1.5bn bank. Now Revolut, Discovery Bank and PEP are circling

In this interview with Irakli Rekhviashvili, Tyme Group co-founder Coenraad Jonker gives his take on what actually protects a digital bank once the competition catches up, and why he thinks the old rules of banking no longer apply. On competitive advantage, he says: "I'm saying to my guys increasingly, I…
11 Sep 7AM 50 min