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Listen "The Money Show | The South African consumer has little spending power; we need rate cuts"
Episode Synopsis
In this podcast Portfolio Manager Peter Brooke discusses the South African market volatility and potential rate cuts. The key takeouts are:Market volatility driven by macroeconomic data and inflation expectations.Misallocation of capital in write-downs across companies.Cost pressure on South African companies, need rate cuts to boost consumer spending.Emerging market countries, including South Africa, may cut interest rates in advance of US action.Thanks for listening! Follow us on Linkedin.
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