
Portfolio Manager, Siboniso Nxumalo, talks continuing local opportunity in the New Year with The Money Show’s Bruce Whitfield
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Siboniso Nxumalo discusses his views on the ongoing local market value uptick, set against a backdrop of rising global inflation concerns, Chinese rate cuts and rebounding consumer confidence.
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Chapters
- 00:00 Are South African shares still offering value?
- 02:16 How much of it is dependent on what happens with American interest rates?
- 04:56 What is the impact of China beginning to cut rates?
- 07:49 Discussing the update from Capital & Counties





