US 10-year yield highest since 2007

--:--
Wayne McCurrie of FNB Wealth and Investments looks at Quantum Foods expecting a loss due to avian flu, and the risks to equity valuations with higher rates.
Sean Neethling, head of Investments at Morningstar South Africa, talks about being underweight in high-flying US tech stocks.
FNB's senior economist Siphamandla Mkhwanazi shares insights on slowing home sales and the impact of solar on sale prices.
26 Sep 1AM English South Africa Business News · Business

Other recent episodes

Rand weakness is from own goals

Matete Thulare from RMB talks SA's local currency. The dollar is down, EMs currencies are strengthening, yet the rand is weakening. Why? Dr Roelof Botha on the Afrimat Construction Index … have the green shoots of previous updates continued to grow? Careen McKinon from ooba Home Loans on some options…
7 Dec 12AM 19 min

2023: Maybe not as bad as it feels

Reko Nare from Anchor Capital on where he’s looking for value on the JSE into 2024. Keith McLachlan Integral Asset Management on Transaction Capital results as they shift strategy. Old Mutual’s Johann Els on negative Q3 GDP data, are we on track for a technical recession?
6 Dec 12AM 20 min