Market Watcher: Portfolios do not reflect the headlines

Loading player...
Liam Dawson of PortfolioMetrix unpacks the mixed results in equities, noting the performance of the rand and SA bonds due to the oil price, discusses the oil price and how a resolution in the Middle East could make SA an attractive emerging market, reviews local company earnings, explores how better government data may impact interest rate decisions later this month, and shares what to look out for, including the upcoming US-China diplomatic visit.
4 May 1PM English South Africa Business · News

Other recent episodes

[FULL SHOW] Dis-Chem strategic expansion, Nersa tariff relief, and BLSA backs Sarb

This evening, we unpack the day’s market movements with PrimeXBT, explore how health innovation is boosting Dis-Chem’s balance sheet, examine the tariff relief process and its impact on consumers with Nersa, look at why Business Leadership South Africa supports the Sarb’s decision to raise interest rates, assess fuel price adjustments…
1 Jun 1PM 54 min

Market Watcher: Markets suffer as no peace deal is in sight

Kearabilwe Nonyana of Prime XBT says Asia-Pacific and US markets hit record highs earlier but have since weakened amid ongoing diplomatic uncertainty and no peace deal. He points to a split between an AI-driven equity rally and weaker commodities, while the rand remains under pressure and government bonds have strengthened…
1 Jun 1PM 7 min