It's a big week for South Africa as Finance Minister Enoch Godongwana delivers Budget 2023 and the Financial Action Task Force hands down their verdict on South Africa's grey listing. Linda Eedes talks to Portfolio Manager Rashaad Tayob about Foord's expectations and the implications both mean for the economy, the market and all South Africans. 

Linda Eedes talks to portfolio manager Rashaad Tayob about the Fed and the market being at odds with one another. The Fed believes it will be able to maintain rates at a high level for a long period of time. The market is seeing rate cuts by the end of the year. Rashaad discusses this gap between the Fed and market expectations.

Dr Khanna discusses the importance of decreasing Asia’s dependence on the US Dollar and the diversification pattern into their own currency.

‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.

‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.

European corporates have been more connected to trading with Asia than the US. Dr Khanna discusses whether this affects geopolitical linkages or whether economics is the only factor.

Brian Arcese and JC Xue discuss the investability of China, the conviction Foord has around the quality of businesses they own and the valuations they own them at.

‘Markets in a nutshell’ is Foord Asset Management’s monthly overview of market movements.

'Markets in a nutshell' is Foord Asset Management’s monthly overview of market movements

In this podcast Dr Khanna discusses the asianisation of Asia. Is Asia looking at itself more in terms of whether to export, or how much stays in Asia?