Stock market's January Jump among Top 10 since 1960 - but brace yourself for a probable hangover скачать в хорошем качестве

Stock market's January Jump among Top 10 since 1960 - but brace yourself for a probable hangover

Corion Capital's David Bacher says the stock market's rollicking start to 2023 made this the 9th best January since 1960. But he has a word of caution for those piling back into shares: Corion itself has been selling into the strength on the view that US markets, in particular, are fragile. In this regular monthly recap with Alec Hogg of BizNews, Bacher outlines the reasons behind the January Jump and shares insights into the best way to play the volatile markets. Timestamps below David Bacher on the Jan jump - 00:52 On why we have such a big rebound On if this is the beginning of a whole new bull market or is it another sucker rally in generally a bear market? - 03:53 On why this could be what we've called a sucker rally - 06:05 On their business portfolios and if they made any changes as a consequence of what they saw in January - 06:59 On how far the markets are still off their highs - 08:39 On the JSE’s two markets, resources and SA Inc - 09:38 Which individual funds did best and worst in Jan - 10:23 On Magnus Heysteks view on the property sector and if he shares those views - 13:12 On if he would be going onshore or offshore for the next five years? - 14:47 On what funds he would put into his five year view and why - 15:20 On how he’s reading the rest of 2023 is going to play out - 19:05