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Portfolio Manager, Arthur Karas, discusses drivers of the market uptick this week with the Money Show’s Bruce Whitfield

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Arthur Karas discusses the JSE upswing yesterday, with softening expectations around the US rate hike and stimulatory talk from Chinese authorities in the face of a looming property crisis, boosting mining and cyclical stocks.

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Chapters

00:05 The markets – a risk-on day off the back of softening expectations for the US rate hike cycle and stimulatory talk from China
01:11 The impact of markets on quarterly retirement annuity statements
02:33 Discussing how expectations of a US rate hike are softening
04:33 Discussing inflation in the US and unemployment
05:42 The bid MTN is making for Telkom

19 Jul 2022 English South Africa Business

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