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Holistic overview of Macro and Planning trends of interest to South African and Global investors.
In our Week 40 roundup we chat US lockdown, gold, AI hyperscalers and Taiwan
REXSOLOM INVEST
30 minutes
1 month ago
In our Week 40 roundup we chat US lockdown, gold, AI hyperscalers and Taiwan
Dawn and Cobie have an in-depth discussion this week around the Gold bonanza that has been lifting the JSE. The Rand is at its strongest it has been for a while - can these greenshoots last? The US shutdown is an ideal opportunity for the US to bring down its debt burden, extra points if the pain can be blamed on the Democrats. Taiwan is stuck between a rock and a hard place - does it give up its major bargaining tool - high-end semiconductors - or continue with its brinksmanship with the US?
REXSOLOM INVEST
Holistic overview of Macro and Planning trends of interest to South African and Global investors.
