Trudi Makhaya, Economic Adviser to the President
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Trudi Makhaya provides an update on the status of the government’s implementation plans to tackle the economy in a post-COVID world.
Other recent episodes
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Global markets continue to push higher, supported by strong earnings expectations, resilient economic activity, and ongoing enthusiasm for artificial intelligence. But beneath the rally, investors are grappling with a more complex reality of persistent inflation, elevated market leverage and renewed geopolitical tensions. In this week’s episode, Tumisho Grater, Multi-Management Investment…
Inside the mind of a fund manager Ep 9: AI mania, market fragility, and staying disciplined
Artificial intelligence has become one of the most powerful investment themes in global markets, driving strong equity returns and attracting significant investor attention. But as enthusiasm has grown, so too have questions about concentration risk, crowded trades and market fragility. In this episode of Inside the mind of a fund…
Market and economic wrap: Markets steady as oil falls, geopolitical risks persist, and policy uncertainty remains elevat
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Inside the mind of a fund manager Ep 8: The iron backbone of North America: Why rail still wins
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Market and economic wrap: Geopolitics, markets and policy divergence shape the mid-year outlook.
In this episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments, unpacks how easing geopolitical tensions, falling oil prices and major corporate developments are shaping the mid year market outlook. He explores the implications for global and South African markets amid shifting risk sentiment, evolving monetary policy and a backdrop…