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The Money Show | Markets are rebounding

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Markets have experienced a rebound driven by overselling and underweight positioning, but we shouldn’t be reading too much into it. In his Interview on 702’s The Money Show this week, Portfolio Manager Peter Brooke shared his view on the current market recovery and highlighted the undervaluation of South African assets, indicating the possibility of good real returns from SA bonds, equity, and property.

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Chapters

00:03 Peter Brooke unpacks what is driving the recovery on the JSE
01:05 Will we see this momentum continue? Peter Brooke shares his thoughts
02:36 Is there more confidence in this market than there was 8-9 months ago? Peter discusses using Redefine as an example
04:16 Discussing the warnings from ratings agency Fitch

7 Nov 2023 English South Africa Business

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