US markets are back above pre-war levels – Kea Nonyana unpacks what’s driving the rebound and whether recent US results are delivering any real standouts, good or bad. Viv Govender weighs in on the AI arms race and whether the Mag 7’s solid run still has legs. Plus, John Loos…
‘I think for the investor the beauty is a single ETF that you buy on the JSE for the very low starting price of R10 a unit’ – etfSA Director Nerina Visser.
Zimele Mbanjwa from FNB Wealth & Investments unpacks February mining output data, with a surge driven by a 50% jump in PGM production, and asks whether any PGM miners are starting to look attractive. Nerina Visser, director at ETFsa, joins us as an offshore ETF lists on the JSE this…
Ian Anderson from Merchant West Investments weighs in on the local Reit sector’s response to the war in Iran spooking markets, and some increased demand for office space.
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