Simon’s weekly wrap: High interest rates hindering growth?

This week MoneywebNOW looked at climate change risks facing insurance companies, and Dr Roelof Botha spoke about the latest Afrimat Construction Index and why he thinks current high interest rates in SA are ridiculous.


Simon Brown. Image: Moneyweb

I chatted with OUTsurance CEO Marthinus Visser after their results asking about a few big picture issues. How do they manage the climate change risks? Are consumers shopping down on their insurance and how’s Ireland doing?

You can also listen to this podcast on iono.fm here.

I asked Viv Govender from Rand Swiss if the JSE is investable? He largely said not. A small market with no new age tech stocks and even the markets darling, Shoprite*, has only done some 50% over the last five years. Hardly a thrilling return, albeit that did include the pandemic.

You can also listen to this podcast on iono.fm here.

I spoke with Dr Roelof Botha about the latest Afrimat Construction Index which slipped slightly in Q4. He also commented on the Sarb and their overly high rates that he says is hindering growth locally as real rates are amongst the highest in the continent.

You can also listen to this podcast on iono.fm here.

The hard versus soft landing debate is not going away and I spoke with Attila Kadikoy of Levantine & Co about positioning your portfolio for either event. His answer is that bonds will do well in either situation whereas equity only does well in a ‘soft landing’ environment.

You can also listen to this podcast on iono.fm here.

Roy Walsh

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