Central banks expect lower dollar holdings in the future

Loading player...
Kea Nonyana from Scope Prime breaks down the surprise in US Q2 GDP growth and unpacks what the Sarb MPC might do next in response to shifting global and local conditions.
John Reade from the World Gold Council explains how central banks are cooling on the US dollar, while gold demand remains strong despite ongoing supply constraints.
Brendan de Jongh from PortfolioMetrix emphasises the importance of filtering through the flood of financial news.
31 Jul 2025 1AM English South Africa Business News · Business

Other recent episodes

Boxer growth story still has room to run

Chantal Marx from FNB Wealth and Investments unpacks Boxer’s latest update as food deflation persists, and explains why the market gave Canal+ results such a warm reception. Sean Kelly from Parity Wealth joins us to discuss growing global fragmentation, what it really means for investors, and how portfolios should adapt…
29 Jul 1AM 20 min

[TOP STORY] Tech bubbles, AI, and emerging markets

‘We actually need periods where the market loses its sensibilities and relaxes its typical risk tolerance, spurring the development of technologies that propel society forward’ - Nico Katzke, head of portfolio solutions, Satrix.
28 Jul 3AM 7 min

Vodacom cuts dividend payout ratio

Danie Dörfling from Moore Infinity unpacks Vodacom's latest update, including the dividend payout ratio cut, and asks whether telcos still deserve a place in an investment portfolio. PayInc CEO Stephen Linnell joins us to discuss the evolution of payments as consumers increasingly shift to apps and digital wallets. Plus, Satrix's…
28 Jul 1AM 22 min