Michelle van Wyk speaks to Max Rix from Simonis Storm about investment opportunities in South African, US and European equity markets. They also discuss AI valuations, industrial and infrastructure stocks, and where investors could allocate fresh capital today.
In the Alexforbes Lead Story: Namibian consumer confidence has fallen to a record low, with the Simonis Storm index dropping to 42.2 amid rising fuel prices and inflation. Business confidence improved slightly, but households are cutting spending as Simonis Storm forecasts economic growth of just 2 percent this year. Angie…
Today in Ghost Biz, Gary Stroebel and The Finance Ghost discuss: How weather disruptions in Chile, mine safety incidents and changing ore grades affect production at major miners like BHP and Anglo American. How Transnet’s rail and port constraints limit Kumba Iron Ore’s ability to transport and sell its production…
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