Show Notes
David Shapiro of Otto1890 unpacks the latest CPI figures from China and the US, interest rate outlooks, mixed global market performance, contrasting bank and AI earnings, and stubbornly high oil prices. Despite geopolitical tensions, he explains why he remains optimistic about markets ending the year strongly. SAfm Market Update - Podcasts and live stream
More from SAfm Market Update with Moneyweb
This evening, we round up the latest market movements with Weltrade, unpack Afrimat’s mixed results, explore insights from business leaders across the continent on the economic outlook with KPMG One Africa, mark Clicks Group’s milestone of opening its 1 000th store, discuss smart budgeting for festive season travel with Standard Bank, and in our SMME segment, we speak to MTE Xpress. SAfm Market Update - Podcasts and live stream
MJ Givens Kgasi of Weltrade unpacks the JSE’s losses, led by mining stocks,and explores why investors are pulling out of emerging markets. He also discusses US market movements, inflation concerns, AI stocks, rising Brent crude prices and the potential impact of geopolitical tensions on future energy shocks. SAfm Market Update - Podcasts and live stream
Tola Adeyemi – CEO, KPMG One Africa SAfm Market Update - Podcasts and live stream
Collin Ramukhubathi – Executive director, Afrimat SAfm Market Update - Podcasts and live stream
Bertina Engelbrecht – Group CEO, Clicks SAfm Market Update - Podcasts and live stream