Macro Perspective | Navigating China's Equity Market

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In this engaging podcast, Siboniso Nxumalo dissects 2023's challenges and explores the looming recession. Listen to him share recession-proof portfolio strategies, 2024's possible winners and losers and the impact of elections.

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Meryl Pick considers how the latest budget announcements and upcoming elections could impact global investor perceptions of SA as an investment destination.

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In this podcast Peter Brooke delves into the dynamic economic landscape. Gain insights into Christine Lagarde's stance on interest rates and the global trend towards lower rates. Understand the hurdles faced by companies like Sasol amidst transitions and growing debt. Explore the performance of AECI, Altron, and others in the face of market challenges. Discover why Brooke suggests lower rates are crucial to alleviate financial pressures.

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Discover the latest insights on navigating the complexities of the Chinese equity market in our recent macro perspective podcast. From assessing recent market dynamics to exploring potential opportunities in emerging markets, stay informed with expert analysis from Peter Brooke.

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Listen to Arthur Karas as he explores the latest market insights. From navigating challenges in the platinum group metals sector to discussing diversification strategies in telecommunications and retail, Arthur sheds light on key trends and opportunities shaping today's investment landscape. 

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In this podcast Peter Brooke advises against high conviction investment calls based solely on macro-outlook. Instead, he urges investors to seek opportunities where growth is improving, and prices are reasonable. Looking ahead, a new theme for 2024 emerges: rate cuts, already underway in emerging markets like Brazil, Colombia, and Hungary.

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In this radio interview Meryl Pick sheds light on potential opportunities amid the turbulence. From cyclical rotations to home market bias, her perspective unveils hidden prospects even in uncertain times. As once said, "out of crisis comes opportunity" – a sentiment echoed in today's investment landscape.

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OMIG listed property portfolio manager Evan Robins talks to SAFM host Jimmy Moyaha about the outlook for the listed property sector in the year ahead, pointing out that its prospects are looking more promising, with headwinds on the decline.

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