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Macro Perspective 9/2021 | Market highlights and rotation

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this time on recent market performance highlights with a rotation from expensive to cheap shares in the last month.

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Chapters

00:07 Discussing recent market performance
01:24 The big gain in the rhodium price
02:31 What does the rhodium price increase tell us about excess liquidity in the world economy?

3 Mar 2021 English South Africa Business

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