In this interview Meryl Pick explored the muted market response to Evergrande's liquidation and discussed the broader implications for China's property sector and commodity demand. She further analysed the surprising resilience of South African property shares and highlighted potential opportunities in certain segments amid a challenging global environment. In examining the retail sector's ability to weather economic challenges, in a fragile economic environment, she emphasised the significance of timing and scale in potential interest rate cuts by the SARB.Thanks for listening! Follow us on Linkedin.

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