All time highs. What’s driving the exuberance, what does seasonality suggest and how should we manage risk?
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.
Join Mohammed Nalla (@MohammedNalla) of Moe-knows.com and the @FinanceGhost as they collaborate…
What’s the ‘fair value’ of an emerging market currency – it’s the tracks on a rollercoaster ride.
What’s my strategy regarding the Rand right now and can you hang on for the ride?
An Indian Summer:
An Immigrant’s child becomes VP!
‘You’re Fired’ (and I’m not talking Trump)
Keeping #markets well ‘FED’
No certainty but death and taxes – except maybe there’s a vaccine
What else are we watching this week?