Macro Perspective 10 - Peter Brooke
Listen now
Description
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. Thanks for listening! Follow us on Linkedin.
More Episodes
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...
Published 06/04/24
Published 06/04/24
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.Thanks for listening! Follow us on Linkedin.
Published 05/31/24