Magic Markets – Episode 5
GDP – we shake the tree
We discuss how ‘narratives’ drive how GDP is reported on. Cut through the noise and look at long term GDP trends from a South African perspective and where opportunities may lie.
SA’s GDP release for Q3 2020 at the headline hides the fact we have ‘lost’ around R320bn in around a year. It will take a long time to make up lost ground even to return to a sub-par growth path. Is this trend a dead end?
While global liquidity is plentiful, water scarcity is a concern. While SNOW(flake) is soaring post IPO, can we handle the blizzards, hurricanes and natural disasters heading our way? While AMZN is soaring, the Amazon is under fire.
Magic Markets – Episode 4
Pension Tension
We cut through the noise on Pension Regulations in SA and discuss it from a different perspective .
Market’s close to all time highs, commodities break upward, crypto’s on the march. But is it ‘All about the Dollar’? and what else am I watching this week?
South Africa’s credit rating – Out the frying pan into the fire?
What does YET ANOTHER DOWNGRADE mean for investors, government and business?
Magic Markets:
In Episode 2: China’s Electrical Storm, we give context to the Chinese ecosystem and the way regulation evolves within that environment. This is especially relevant to investors after the Ant Group listing and IPO was pulled at the eleventh hour. In the second half of the show, we consider China’s attractiveness as a market for electric vehicle manufacturers like Tesla and BYD.
China’s rise has been unmistakable. The world is shaking, but your strategy to China will determine whether it is in fear or dancing the boogie.
Today we launch our inaugural podcast where we collaborate with The Finance Ghost to bring you :
‘Magic Markets’ – A weekly podcast (+- 20 min long) where we discuss macroeconomics, market trends covering both emerging and global markets.