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MoneywebNick Kunze of Sanlam Private Wealth discusses gains on the JSE, losses in Asian markets amid AI spending concerns, and a recovery in commodities. He unpacks the impact of inflation, interest rates and oil prices on global markets, while sharing his outlook for a potential Christmas rally amid…
MoneywebThe results come as global AI stocks struggle with rising bond yields, oil-driven inflation and funding concerns surrounding companies such as CoreWeave.
MoneywebMarco Efstathiou of Absa CIB unpacks gains in local equities amid a global tech sell-off, concerns over AI spending and a weaker rand. He discusses Asian market losses, led by technology stocks such as Samsung, and explains why investors are watching earnings from US banking giants. He rounds off…