Latest / The Investment Perspective, with Ninety One
#95 Two scoreboards: why SA credit holds up while the economy limps
SA corporate credit holds up even as GDP growth stalls and inflation risk builds. Stephen Naidoo explains why strong technicals, not improving fundamentals, are driving the market, and why that gap demands a more conservative, quality-first approach rather than complacency.
Hosted on Acast. See acast.com/privacy for more information.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.