[TOP STORY] Are you buying into cheaper US small caps, thinking US Tech is over?

--:--
‘In a normal cycle developed markets, and particularly US small caps, rally first, and emerging market small caps rally last’ – Keith McLachlan of Integral Asset Management.
8 Aug 2024 2AM English South Africa Business News · Business

Other recent episodes

What’s left if Sasol sells its chemical business?

Nick Kunze from Sanlam Private Wealth discusses reports of Sasol possibly spinning off its US chemicals operations and analyses the Ninety One AUM update. Dean Furman, CEO of 1064 Degree, shares insights on what to expect from AI in 2025. Casey Sprake from Anchor explores inflation expectations and their importance.
20 Jan 12AM 20 min

[TOP STORY] Looking at the US and its markets in 2025

‘Across the board for many high-quality businesses ... having to pay PE ratios north of 35 seems a little high at this stage. So we're just taking a fairly defensive stance on US equities’– Independent Securities CIO Simon Fillmore.
17 Jan 2AM 7 min

Despite stock jump Richemont still isn’t pricey

Alex Duys from Umthombo Wealth discusses Richemont’s strong update, which drove the stock to all-time highs, and PPC’s new R3 billion cement plant in the Western Cape. Simon Fillmore of Independent Securities shares his market outlook for 2025 and adjacent AI ideas. Simon shares his thoughts on fees – the…
17 Jan 12AM 19 min