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The Money Show | Perspectives on global and SA market dynamics

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Manage episode 395918552 series 2793305
Kandungan disediakan oleh Old Mutual Investment Group. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Old Mutual Investment Group atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In the latest interview on 702’s The Money Show, Siboniso Nxumalo, our Chief Investment Officer discussed the subdued activity on the JSE and the global market dynamics. Siboniso shed light on the dichotomy between the South African and US markets. He explored the contrasting valuations, the concentration of the US market in the "Magnificent Seven," and the potential risks and rewards of investing in both regions.

The perspective on South Africa's market, including its global contributors and the opportunities presented by undervalued stocks, challenges conventional wisdom, making this a must-listen for investors looking for a unique insight.
Thanks for listening! Follow us on Linkedin.

  continue reading

320 episod

Artwork
iconKongsi
 
Manage episode 395918552 series 2793305
Kandungan disediakan oleh Old Mutual Investment Group. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Old Mutual Investment Group atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

In the latest interview on 702’s The Money Show, Siboniso Nxumalo, our Chief Investment Officer discussed the subdued activity on the JSE and the global market dynamics. Siboniso shed light on the dichotomy between the South African and US markets. He explored the contrasting valuations, the concentration of the US market in the "Magnificent Seven," and the potential risks and rewards of investing in both regions.

The perspective on South Africa's market, including its global contributors and the opportunities presented by undervalued stocks, challenges conventional wisdom, making this a must-listen for investors looking for a unique insight.
Thanks for listening! Follow us on Linkedin.

  continue reading

320 episod

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