[TOP STORY] Reflections on the markets in Q1 2024

Loading player...
Luigi Marinus of PPS Investments offers perspectives on a delayed Fed rate cut, big tech, outperforming DMs, financials under pressure, bonds’ day in the sun and opportunities in China.
24 Apr 2024 2AM English South Africa Business News · Business

Other recent episodes

Don’t expect a lower oil price any time soon

Oil holding firm – but no rush back to $60? Kea Nonyana from PrimeXBT unpacks the outlook, and whether markets simply grind higher from here. Purple Group CEO Charles Savage on results: operational leverage is kicking in as the business sharpens its client conversion strategy. And Sean Coleman, CEO of…
9 Apr 1AM 21 min

Do director dealings matter?

Chantal Marx from FNB Wealth & Investments unpacks directors’ dealings and whether investors should place much weight on insider buying or selling. Herman van Papendorp from Momentum asks whether the case for EM equities over DM still holds as the Iranian war rattles markets. And Robert Gwerengwe, CEO of Wesbank,…
8 Apr 1AM 21 min