Market Watcher: Rand weakness, dollar strength

This evening, we unpack the latest market movements with Otto1890, examine the governance reset at the PIC with Public Interest SA, discuss the implications of fiscal debt traps for long-term investors with Allan Gray, explore the growing AI-driven fraud crisis across Africa with Sumsub, reflect on Valterra Platinum,s record financial…

David Shapiro of Otto1890 unpacks the AI bubble and tech stocks. He reviews results from Kumba, Valterra Platinum and Rio Tinto, explores how AI spending is boosting commodities, and discusses the shift from luxury vehicles to Chinese brands and EVs.

Tebogo Khaas – Founder and chair, Public Interest SA

Jarryd Jensen – Regional director: Southern Africa, Sumsub

Thalia Petousis – Portfolio manager, Allan Gray