With a local relief rally putting many stocks in the green after a horrible few months, we unpack some of the differences between the North American and local markets. We touch on behavioural finance and how sentiment drives market performance over different time horizons. This is a perfect example of the conversations that happen in dealing rooms and professional institutions. At Magic Markets, we give you a ticket to the dealing room to engage with us and learn from our views on the markets.
Our home country is burning. South Africa is in economic turmoil and lives are being lost in riots and looting. This isn't sensationalist. This is what is happening on the ground, right now. In an incredibly sad week for our beautiful country, we have a heartfelt conversation about the situation and what it means for investors. It's an unpleasant reminder of the importance of creating optionality for yourself and your family. We hope to offer some perspective in dark times. We would also like to thank you for making time to listen to us in a week where you are being bombarded [...]
Mohammed Nalla is one of the most highly respected macroeconomic market analysts to emerge from South Africa. He's launched Moe-Knows, a macroeconomics knowledge platform. Now living in Canada, he layers a global perspective on top of his emerging markets expertise. Together, The Finance Ghost and Moe-Knows have multiple years of experience across practically every asset class. In Magic Markets, we unpack market trends and share our insights in a way that will help you grow your knowledge. In Episode 1: Rollin' with the Rand, we take a look at the major drivers of Rand strength and weakness, its relative value at [...]