Market Watcher: Fading enthusiasm

This evening, we round up the day’s market movements with WealthStrat, unpack growth in the mining and agriculture sectors through Omnia’s latest results, explore digital banking vulnerabilities in the Global South with Denker Capital, examine the implications of China’s critical minerals relief for markets with Modern Corporate Solutions, and discuss…

Victoria Reuvers of WealthStrat unpacks US markets, AI governance and Nvidia, as well as the JSE’s 2% gain, led by resource counters. She discusses the factors supporting the rand, elevated oil prices, easing inflation expectations and interest rates remaining on hold despite stronger US jobs data. She also considers the…

Seelan Gobalsamy – Group CEO, Omnia

Kokkie Kooyman – Executive director, Denker Capital

Peter Major – Director of mining, Modern Corporate Solutions