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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Content provided by Old Mutual Investment Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Old Mutual Investment Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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

320 episoade

#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

Distribuie

MP3•Pagina episodului

Content provided by Old Mutual Investment Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Old Mutual Investment Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.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

320 episoade

#Trading #Business #Old Mutual Investment Group

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