When investing, macro data trend is what matters

--:--
Carmen Mpelwane, investment analyst at Sanlam Investments, on local inflation creeping higher to 7% and the FOMC's rate decision last night. How much does she consider these data points in analysing investments?
Sithembile Bopela, investment research analyst at FNB Wealth & Investments, on strong numbers in OUTsurance's results, even as new business only grows 8.6%.Dr Roelof Botha on the Afrimat Construction Index. Are we seeing spending pick up or is it constrained by load shedding and weak GDP growth?
23 Mar 2023 1AM English South Africa Business News · Business

Other recent episodes

Strong results for Clicks despite tough trading environment

Mia Kriegler from Kruger International on Clicks's latest results and BHP's proposed takeover of Anglo American. Michael Jordaan, co-founder and chair of Bank Zero, unpacks the recently introduced deposit insurance in SA and how this could shake up local banking. Simon offers his thoughts on share price volatility in the…
26 Apr 12AM 22 min

Rand in for a bumpy ride ahead of elections

RMB's Matete Thulare asks how low the rand could go in the month ahead of the elections. Careen Mckinon from ooba Home Loans discusses the growing popularity of multi-generational living. Matthew Besanko from PwC South Africa on taxing e-commerce transactions across the continent.
25 Apr 1AM 21 min

[TOP STORY] Reflections on the markets in Q1 2024

Luigi Marinus of PPS Investments offers perspectives on a delayed Fed rate cut, big tech, outperforming DMs, financials under pressure, bonds’ day in the sun and opportunities in China.
24 Apr 2AM 5 min