Boardroom Talk: What to make of yesterday's massive market surge

In this Members Only episode of Boardroom Talk, Alec Hogg unpacks one of the most dramatic 24-hour market reversals in years. After weeks of geopolitical tension driven by the Iran conflict and soaring oil prices, a surprise ceasefire triggered a powerful global rebound — with the JSE leading emerging markets and the rand surging. From collapsing crude prices to shifting interest rate expectations and renewed investor confidence, this deep dive breaks down what’s driving the rally — and what it means for rational investors navigating volatile markets.