It’s a bull market, don’t fight it

27/10/2025 21 min
It’s a bull market, don’t fight it

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Episode Synopsis

Nick Kunze from Sanlam Private Wealth unpacks South Africa’s grey-list exit, the latest US CPI print, a potential US-China thaw – and why global markets are flirting with record highs. Ninety One’s Hannes van den Berg highlights where real value still lies locally – and the risks – as precious metal miners dominate 2025 returns.
Absa CIB’s Anthony Kirui discusses the Absa Africa Financial Markets Index 2025, which shows steady progress in deepening and strengthening markets across the continent.