BizNews BizNews Radio

David Shapiro forecasts resource revival and bond market surge

--:--
In an interview with BizNews, David Shapiro, a renowned market analyst from Sasfin Securities, shared insights on the potential resurgence of resource stocks amid global economic shifts. He highlighted optimism around platinum investments and discussed the evolving dynamics in luxury brands like Hermes and Ferrari. Shapiro also delved into the bond market's attractiveness amidst declining yields and speculated on the future of tech giants like Nvidia in investment portfolios. His perspectives provide a comprehensive view on current market trends and investment strategies amid uncertain global conditions.
16 Jul 9AM English South Africa Investing · Business News

Other recent episodes

CEO Baloyi: New broom sprucing up Sasol for huge local opportunities

Chemical engineer Simon Baloyi has made the ultimate Sasol journey - from bursary student to CEO. In recent years, Baloyi was part of the executive team faced with a plunging share price (R300 to under R20 in first three months of 2020) and the subsequent forced sale of assets to…
26 Aug 10AM 23 min

DE BEER: SA - The Good, the Bad & the Ugly…

In his latest weekly Sunday show with BizNews, Neil de Beer, the President of the United Independent Movement (UIM), talks about the looting that is being exposed by ministers in the Government of National Unity (GNU); and dissects the coalition battles on provincial and local level where, in some places,…
25 Aug 10AM 28 min

Last chance to get tax breaks with a 12BA investment

Catch the recording of our recent discussion on the latest 12B investment in the market—Decentral Green Energy 12B. If you're in the 45% tax bracket, this opportunity could be particularly beneficial, as Decentral can save 100% tax on contributed capital. This translates to R100 returned via tax savings for every…
23 Aug 6AM 1 hour

DiData to global fame: Meet David Frankel, tech luminary, investor extraordinaire 

In this insightful interview, David Frankel, a renowned tech entrepreneur and managing partner of Founder Collective, delves into his journey from the early days of his career to his pivotal role in propelling companies like Uber to global fame. Frankel shares valuable lessons on entrepreneurship, the importance of timing, and…
22 Aug 1PM 22 min
All episodes