SAfm Market Update with Moneyweb

This evening, we wrap up the day’s market movements with Otto1890, we unpack

the new Opec infrastructure deal with Econometrix, we examine the market

concentration study and what it means for small businesses with the Competition

Commission, we find out if there is still a business case for the City of Johannesburg

with Outa, we explore the resilience of citrus producers in the face of recent storms

with the Citrus Growers’ Association of Southern Africa, and in our Executive Lounge,

we follow the journey of Ray Langa from Leagas Delaney South Africa. SAfm Market Update - Podcasts and live stream

David Shapiro of Otto1890 unpacks the US inflation which raises fears of interest rate

hikes. However, equity markets are moving ahead strongly. Oil prices did end the day

lower and US-Iran peace talks are not moving market sentiments. S&P and Nasdaq

stocks are up particularly with the arrival of Trump in China. He explains the impact

of seeing the NVIDIA CEO at the Trump arrival may indicate collaboration in

technology. At home, he explains the recovery of property stocks on the JSE but

cautions that interest rates may provide challenges ahead. He shares retail stock

standouts: Boxer and TFG. Copper prices are at an all-time high. He explains the

expansion of the AI sector through BHP opening data centres.

David Shapiro – Chief global equity strategist, Otto1890 SAfm Market Update - Podcasts and live stream

Dr Azar Jammine – Director and chief economist, Econometrix SAfm Market Update - Podcasts and live stream

James Hodge – Chief economist, Competition Commission SAfm Market Update - Podcasts and live stream

Ray Langa – Group CEO, Leagas Delaney South Africa SAfm Market Update - Podcasts and live stream