Market Watcher: 'Don't trade what you think, trade what you see'

This evening, we wrap up the day’s market movements with Otto1890, discuss major acquisitions that strengthened asset management strategy at Ninety One, examine the significance of the Canal+ listing for local markets with the JSE, explore energy and carbon performance certificates with Looksee, consider what history can teach us about…

David Shapiro of Otto1890 unpacks ADP numbers and how the US market is taking a knock. He explains how market sentiment may be pointing to interest hikes in the US where S&P and Nasdaq are taking losses. He talks about SpaceX going public and concerns on AI stock bubble. He…

Hendrik du Toit – CEO, Ninety One

Sam Mokorosi – Head of origination and deals, JSE

Nshalati Hlungwane – Manager: Institutional clients, Allan Gray