The Money Show | Navigating financial waters: insights on Evergrande, local property, and retail resilience

Old Mutual Investment Group

In this interview Meryl Pick explored the muted market response to Evergrande's liquidation and discussed the broader implications for China's property sector and commodity demand. She further analysed the surprising resilience of South African property shares and highlighted potential opportunities in certain segments amid a challenging global environment. In examining the retail sector's ability to weather economic challenges, in a fragile economic environment, she emphasised the significance of timing and scale in potential interest rate cuts by the SARB.
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פרקים

1. The Money Show | Navigating financial waters: insights on Evergrande, local property, and retail resilience (00:00:00)

2. Meryl Pick discusses the response to the Evergrande liquidation news (00:00:01)

3. The performance of local property shares in South Africa (00:01:26)

4. The resilience of the retail trading sector in South Africa (00:02:27)