The Money Show | The South African Consumer Has Little Spending Power; We Need Rate Cuts Old Mutual Investment Group podcast

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The Money Show | The South African consumer has little spending power; we need rate cuts

5M ago 6:30

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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 this podcast Portfolio Manager Peter Brooke discusses the South African market volatility and potential rate cuts. The key takeouts are:

Market volatility driven by macroeconomic data and inflation expectations.
Misallocation of capital in write-downs across companies.
Cost pressure on South African companies, need rate cuts to boost consumer spending.
Emerging market countries, including South Africa, may cut interest rates in advance of US action.

Thanks for listening! Follow us on Linkedin.

… continue reading

321 episod

#Trading #Business #Old Mutual Investment Group

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The Money Show | The South African consumer has little spending power; we need rate cuts

Old Mutual Investment Group

published 5M ago

Kongsi

MP3•Laman utama episod

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 this podcast Portfolio Manager Peter Brooke discusses the South African market volatility and potential rate cuts. The key takeouts are:

Market volatility driven by macroeconomic data and inflation expectations.
Misallocation of capital in write-downs across companies.
Cost pressure on South African companies, need rate cuts to boost consumer spending.
Emerging market countries, including South Africa, may cut interest rates in advance of US action.

Thanks for listening! Follow us on Linkedin.

… continue reading

321 episod

#Trading #Business #Old Mutual Investment Group

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