Investor Insights: David Shapiro on the impact of the US election on global markets and more...

Loading player...
In an interview with BizNews editor Alec Hogg on this morning's BizNews Briefing podcast, market expert David Shapiro discussed critical issues affecting the South African cement industry and the implications of the upcoming US presidential election. He expressed concerns about the cement industry's future amid a shift towards alternative materials and emphasized the need for government infrastructure investment. Shapiro also addressed the challenges facing Tongaat Hulett in business rescue and reflected on the potential impact of political stability with a new US leader.
4 Nov 2024 7AM English South Africa Investing · Business News

Other recent episodes

SpaceX, Anthropic or OpenAI? Anthony Ginsberg and Magnus Heystek reveal their biggest AI bets

SpaceX’s blockbuster debut has reignited debate over whether Elon Musk is building the world’s most valuable company – or the next great market bubble. In this wide-ranging discussion, Magnus Heystek and Anthony Ginsberg unpack the investment case behind SpaceX, Starlink, Anthropic and OpenAI, weighing extraordinary growth potential against eye-watering valuations…
18 Jun 6AM 31 min