The US CPI print was slightly different to market expectations, though you would never say so based on the mayhem that ensued. The sell-off was brutal, hitting tech stocks the hardest. Risky assets (like the rand) also took a knock.
In this episode, we discuss macroeconomic concepts not just around inflation in the US, but also around China and Europe. For bonus points, we also touch on South African companies that have exposure to Europe.
Magic Markets is your invitation to be part of the dealing room conversations that are usually closed off from public ears. Join us and learn!
This week, we invited Anbro Capital back to pick their brains on biotech stocks. It’s an exciting space and Justiné Brophy, co-founder of Anbro,...
In episode 137 of Magic Markets, we caught up with regular guest Craig Antonie of AnBro Capital Investments to talk about chips. No, not...
Just Share is a non-profit shareholder activism organisation. The focus is on inequality, climate change, diversity and transformation. Importantly, the approach taken by Just...
