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Portfolio Manager, Arthur Karas, takes a closer look at latest market developments with The Money Show’s Bruce Whitfield

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Arthur Karas discusses the fallout for markets of steady slowing growth across global economies as well as the implications for the JSE of the major events driving this downturn.

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Chapters

00:00 The market at the start of a new week
00:39 What is the outlook for the JSE and investments on local markets?
01:09 The impact on commodity companies
01:59 A different part of the commodity complex – energy
02:27 Looking at the global part of our market, as well as how South African companies are affected sector by sector locally
03:30 The importance of not assuming global trends play out the same way in each market, and what’s happening in China

12 Apr 2022 English South Africa Business

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