Market Watcher: Rebalancing supply chains

Loading player...
David Shapiro of Otto1890 shares that it will be a while before supply chains rebalance. US
companies in AI are delivering big earnings. SA markets show platinum and gold are the
biggest winners while Sasol has lost ground. EU markets are recovering with luxury brands
such as Hermes and Louis Vuitton despite constrained spending. Inflation will persist and
hoping central banks resist the urge to hike interest rates. Banks should show restraint
before setting their economies back.
6 May 1PM English South Africa Business · News

Other recent episodes

[FULL SHOW] EasyEquities dividends, vehicle recalls, and smelter closures

This evening, we round up the latest market movements with Sanlam Private Wealth, examine vehicle recalls with the Automobile Association of South Africa, discuss the Purple Group’s record earnings, explore portfolio rebalancing with 1nvest, look at Ferroglobe’s smelter shutdown with power and energy expert Professor Vally Padayachee, and in our…
12 Nov 12PM 55 min

Market Watcher: Nvidia resignation rattles markets

Nick Kunze of Sanlam Private Wealth unpacks the impact of Nvidia’s CEO resignation, discusses US-China tensions, AI stocks and the gold sell-off ahead of the US Federal Reserve’s interest rate announcement. Kunze further examines market expectations of a 50-basis-point interest rate hike before the end of the year. Nick Kunze…
12 Nov 12PM 8 min