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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In his latest podcast, Peter Brooke shares insights from the Bank of America Sun City Conference. Despite challenges, South African companies are resilient, with strong management teams adapting proactively. Foreign earnings are on the rise, driven by expansion into other geographies. However, concerns linger, especially in the platinum industry. Foreign investors are eyeing unique growth opportunities in smaller companies. Brooke emphasises the importance of understanding these dynamics to make informed investment decisions.

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