I chatted with Sean Ashton from Private Clients by Old Mutual about valuations for US markets.…
Tag: wrap
Simon’s weekly wrap: From AI at the World Cup to pressure on consumers
The Fifa World Cup has kicked off, and I chated with Haim Israel, head global thematic…
Simon’s weekly wrap: Emerging markets, AI and SA’s tokenised stock boom
Emerging markets (EMs) are no longer the volatile risky investment destinations of previous decades, and I…
Simon’s weekly wrap: M&A reform, crypto regulated and volatility lessons
I spoke with newly installed MAS CEO Mihail Vasilescu as the company has been selling off…
Jeremy’s weekly wrap: Getting rail back on track as anti-foreigner tensions boil over
South Africa’s damaged freight rail system, looming disruption for businesses importing goods from China and rising…
Stocks near record high as crude oil drops on Iran: Markets wrap
Global stocks climbed to approach a record high as crude oil fell after officials signaled the…
Jeremy’s weekly wrap: Unemployment, healthcare and Joburg’s collapse
South Africa’s failing systems are now hitting ordinary people where it hurts. They are leaving young…
Simon’s weekly wrap: AI is changing finance as stagflation fears rise
You can also listen to this podcast on iono.fm here. I had a fascinating chat with…