Market Watcher: Is it time to make the most of the commodities run?

Tonight, we round up the day’s market movements with FNB Wealth and Investments, discuss Nedbank’s latest acquisition in East Africa with Denker Capital, explore how to bridge SA’s infrastructure gap with Ninety One, examine Vodacom’s R600 million network expansion in Mpumalanga, and, in our AgriFocus segment, we discuss stakeholder efforts…

Chantal Marx of FNB Wealth and Investments unpacks the positive shift in JSE sentiment, the impact of a potential Gulf ceasefire on oil prices, and her MTBPS expectations. She reviews key market movers, looks ahead to CPI and retail sales data, and assesses the rand’s performance against the US dollar.

Craig Metherell – Equity analyst, Denker Capital

Natalie Phillips – Deputy managing director, NinetyOne

Monde Ngcukana – Managing executive: Mpumalanga, Vodacom