Market Watch - Floris Bergh
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South Africa’s interest rate cut may have surprised the market, but what really drove the SARB’s decision — and what does it mean for Namibia?
Michelle van Wyk speaks to Floris Bergh from Capricorn Asset Management, unpacking the new inflation-targeting range, the global easing cycle, and the “fortunate mix” of oil, food, currency strength, and China’s deflationary pressures that pushed inflation toward 3%
Michelle van Wyk speaks to Floris Bergh from Capricorn Asset Management, unpacking the new inflation-targeting range, the global easing cycle, and the “fortunate mix” of oil, food, currency strength, and China’s deflationary pressures that pushed inflation toward 3%
