Market Watcher: JSE makes history

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Sasfin's David Shapiro discusses what led to the JSE hitting 100 000 points, the rand, dollar weakness, inflation expectations and interest rates, predictions for the second half of 2025, and Ibex selling Pepkor.
23 Jul 2025 1PM English South Africa Business · News

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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