Nvidia: What now?
Detailed summary
A look at Nvidia and which South African consumer stocks could benefit from a recovery in discretionary spending. Plus, what upcoming credit rating reviews could mean for SA’s markets.
Schalk Louw from PSG Old Oak looks at Nvidia and the SA consumer. Which stocks are on his watchlist for when discretionary spending recovers? Purple Group CEO Charles Savage unpacks record full-year results despite a tougher second half. Plus, Simon looks ahead to the rating agency reviews of SA over the next three weeks and what they could mean for markets.
Read: EasyEquities dividends, vehicle recalls, and smelter closures EasyEquities delivers despite tough market
Guests on today’s show: Schalk Louw: PSG Old Oak Charles Savage: CEO, Purple Group
Spot gold was 0.8% higher at $3 909.30 an ounce as of 10:49 a.m. Singapore time, while silver rose 1.1% to $50.56.
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