Скачать или смотреть Corion's Bacher on September surge: SA investments thrive as global markets recover

In this interview with David Bacher, the Chief Investment Officer of Corion Capital discussed the impressive performance of South African investments in September. Highlighting strong gains in equities and bonds, Bacher attributed much of this success to a recovery in the Chinese market following significant stimulus measures. He expressed concerns about the Reserve Bank of South Africa's decision to cut interest rates by only 25 basis points, suggesting it missed an opportunity for greater economic stimulus. Bacher also addressed ongoing challenges, such as Eskom's potential price hikes, while emphasising that many companies are working to become more self-sufficient. Looking ahead, he forecasted a period of volatility due to geopolitical tensions, particularly in the Middle East, but maintained a positive outlook for South African assets, favouring financials and domestic-focused stocks as the market continues to recover. Bacher spoke to BizNews editor Alec Hogg.

Video production by Siziphiwe Ntlaningeshe

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