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The Money Show | Navigating financial waters: insights on Evergrande, local property, and retail resilience
Manage episode 398362191 series 2793305
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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Luvut
1. Meryl Pick discusses the response to the Evergrande liquidation news (00:00:01)
2. The performance of local property shares in South Africa (00:01:26)
3. The resilience of the retail trading sector in South Africa (00:02:27)
302 jaksoa
Manage episode 398362191 series 2793305
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.
Thanks for listening! Follow us on Linkedin.
Luvut
1. Meryl Pick discusses the response to the Evergrande liquidation news (00:00:01)
2. The performance of local property shares in South Africa (00:01:26)
3. The resilience of the retail trading sector in South Africa (00:02:27)
302 jaksoa
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