When investing, macro data trend is what matters

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Carmen Mpelwane, investment analyst at Sanlam Investments, on local inflation creeping higher to 7% and the FOMC's rate decision last night. How much does she consider these data points in analysing investments?
Sithembile Bopela, investment research analyst at FNB Wealth & Investments, on strong numbers in OUTsurance's results, even as new business only grows 8.6%.Dr Roelof Botha on the Afrimat Construction Index. Are we seeing spending pick up or is it constrained by load shedding and weak GDP growth?

23 Mar 1AM English South Africa Business News · Business

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