The commodity economy is playing out in front of our very eyes, not just in South Africa but in other important African jurisdictions as well.
The obvious impact is on mining companies themselves, but there are other South African companies that have benefitted along the way, like MTN.
In an inflationary environment where Fed Chair Jerome Powell seems quite comfortable with letting durables inflation run, commodity-related stocks are making a strong case for inclusion in our portfolios.
Magic Markets is your invitation to join The Finance Ghost and Mohammed Nalla as they discuss the markets, their portfolios and all things finance-related.
With The Finance Ghost having just returned from a trip to the UK, France and Dubai, the opportunity was clear to talk through some...
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It's an April Fools' show, yet we only discuss things that have actually happened. It says a lot for the character of the markets...
