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

3M ago 6:30

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Indhold leveret af Old Mutual Investment Group. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Old Mutual Investment Group eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

315 episoder

#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 3M ago

Del

MP3•Episode hjem

Indhold leveret af Old Mutual Investment Group. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Old Mutual Investment Group eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

315 episoder

#Trading #Business #Old Mutual Investment Group

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