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The US election’s ripple effect: How Trump’s victory could impact South Africa

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Manage episode 448908681 series 2793305
内容由Old Mutual Investment Group提供。所有播客内容(包括剧集、图形和播客描述)均由 Old Mutual Investment Group 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode Jason Swartz Portfolio Manager at Old Mutual Investment Group, provides an insightful analysis of Donald Trump's return to the White House and its potential implications for markets, especially in South Africa. With the US Senate now in Republican hands, Trump's approach is likely to be inflationary, heightening global interest rates and strengthening the dollar — a challenging environment for emerging markets.

But there’s a silver lining: Jason discusses how South Africa’s own growth drivers and structural reforms may support the country’s economy in navigating these global pressures. Listen in as he offers guidance on staying focused on fundamentals and investing for the long term amid the uncertainty.

Thanks for listening! Follow us on Linkedin.

  continue reading

320集单集

Artwork
icon分享
 
Manage episode 448908681 series 2793305
内容由Old Mutual Investment Group提供。所有播客内容(包括剧集、图形和播客描述)均由 Old Mutual Investment Group 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode Jason Swartz Portfolio Manager at Old Mutual Investment Group, provides an insightful analysis of Donald Trump's return to the White House and its potential implications for markets, especially in South Africa. With the US Senate now in Republican hands, Trump's approach is likely to be inflationary, heightening global interest rates and strengthening the dollar — a challenging environment for emerging markets.

But there’s a silver lining: Jason discusses how South Africa’s own growth drivers and structural reforms may support the country’s economy in navigating these global pressures. Listen in as he offers guidance on staying focused on fundamentals and investing for the long term amid the uncertainty.

Thanks for listening! Follow us on Linkedin.

  continue reading

320集单集

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