A year of war and a strong US$

--:--
RMB’s Matete Thulare talks currencies in 2022 as the Russian ruble gained while the dollar strength we saw for most of the year has started to wane.
Viv Govender of Rand Swiss on the rise of AI in 2022 and the geopolitical impact on markets after a year that included war in Europe.
19 Dec 2022 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Reflections on the markets in Q1 2024

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 2AM 5 min

Sasol concerns pile up

Kea Molefe from Trive South Africa on the Capitec results the market loved and the Sasol update which it hated. PPS Investments's Luigi Marinus talks trends from the first quarter and whether he expects them to continue in 2024. Dany Mawas, CEO of Finalto South Africa, stresses the necessity of…
24 Apr 1AM 21 min

ASML: The shovel seller of the AI boom

Anchor's Keiran Witthuhn on US reporting season; Netflix and ASML, the shovel sellers in the AI race. Simon Fillmore from Independent Securities makes the case for Chinese investments. KPMG's Auguste Claude-Nguetsop unpacks their inaugural Southern Africa Banking Survey.
23 Apr 1AM 22 min

[TOP STORY] Can the Sarb cut ahead of the Fed?

The Sarb’s argument has been that our biggest constraint on economic growth is on the supply side, not the demand side: Investment strategist Izak Odendaal from Old Mutual Wealth.
22 Apr 3AM 6 min