This week on the Efficient Market Pulse, we unpack resilient AI earnings, rising geopolitical tensions, and renewed global defense spending shaping the investment landscape. From fiscal recalibration in emerging markets to South Africa’s 2026 budget focus on consolidation and debt stability, technology, security, and public finance remain central to market direction. Stay informed on the forces driving capital flows and investor sentiment. 

Listen now to gain valuable perspectives from the experts!

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