On this podcast, Portfolio Manager Peter Brooke shares insights into the fluctuations in the rand and broader market, emphasising the importance of looking at longer-term patterns rather than short-term moves. He also discusses the impressive performance of certain equities, particularly in the building construction, local property, small and mid-cap shares, and retailers. Looking ahead, Peter is keeping a close eye on domestic plays and the genuine fundamentals behind the rand.

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With the election behind us, the outlook for local equities is looking better. Portfolio Manager Jason Swartz shares views and expectations of the new Government of National Unity and possible policy shifts. The prospects of a reform-minded government, less load-shedding and reduced borrowing costs should all be constructive for an improvement in local economic growth.

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On this podcast, Portfolio Manager Peter Brooke shares insights into the fluctuations in the rand and broader market, emphasising the importance of looking at longer-term patterns rather than short-term moves. He also discusses the impressive performance of certain equities, particularly in the building construction, local property, small and mid-cap shares, and retailers. Looking ahead, Peter is keeping a close eye on domestic plays and the genuine fundamentals behind the rand. 

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Portfolio Manager Jason Swartz gives an update on the recent developments in the political space. While markets were experiencing pronounced uncertainty before and during the election, South Africa is no stranger to volatility. Listen to Jason's analysis to understand what this shift means for investors and how it might shape the economic landscape.

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In this interview Arthur Karas discusses the current market volatility and potential impacts of coalition government discussions on the South African economy.

Key points covered:

- Financial market uncertainty amidst coalition talks

- Rand volatility and potential sell-off scenarios

- Comparisons with historical events and similar emerging markets like Turkey

- The impact of local political decisions on global macroeconomic trends

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On the latest Money Show Peter Brooke discusses the significant changes happening at Pick n Pay. The market is responding positively, with the share price up 6.6% today and 25% for the week, despite the company reporting a substantial loss.

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In this market wrap-up, Meryl Pick offers valuable insights into market movements. Despite some fluctuations, mining shares rebounded, driving the All Share Index up by 348 points. Meryl delves into the dynamics behind these movements, highlighting the influence of recent corporate actions like Anglo American's potential deal and global economic factors.

Amidst uncertainties surrounding the upcoming elections and interest rates, Meryl discusses strategies for navigating market noise and ensuring solid investments. Diversification remains key, with a focus on identifying undervalued opportunities within South African financials and gold shares. 

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In a recent interview with Bruce Whitfield, Peter Brooke delved into the fascinating dynamics propelling our stock market, shedding light on why recent economic indicators seem to have little sway over investor sentiment. From the impact of global equity markets to the potential implications of BHP Group's bid for Anglo American, Peter offers astute observations on the forces driving market movements. 

Discover how companies like Raubex and Astral Foods are navigating challenging landscapes and find out why resilience remains a hallmark of South African businesses. With Peter's seasoned perspective, you'll gain valuable insights into market trends and potential investment opportunities. Don't miss out on this enlightening discussion!

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In the final podcast in our Investment Alchemy series with Moneyweb, Portfolio Manager Arthur Karas discusses why, after lacklustre performance in 2023, the local retail sector appears primed to offer investors a more promising return.

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