Navigating global markets: Rashaad Tayob on inflation, China, and investment strategy for 2025 скачать в хорошем качестве

Navigating global markets: Rashaad Tayob on inflation, China, and investment strategy for 2025

In this insightful interview, Rashaad Tayob, Portfolio Manager at Foord Asset Management, offers his outlook for 2025, highlighting key global economic trends and investment opportunities. He discusses the potential for inflation to return, driven by fiscal and monetary stimulus, supply chain disruptions, and labour market changes. Tayob also predicts that emerging markets, particularly China, could outperform in the coming years, thanks to attractive valuations and growth in sectors like green energy. He advises investors to be cautious of overvalued US equities and suggests looking at defensive sectors, like utilities, and higher-yielding assets in emerging markets. Tayob also touches on South Africa's investment landscape, identifying opportunities in commodities linked to renewable energy. He encourages a diversified, balanced portfolio that emphasises sustainable, long-term growth and careful risk management. Video production by Siziphiwe Ntlaningeshe The seventh BizNews Conference, BNC#7, is to be held in Hermanus from March 11 to 13, 2025. The 2025 BizNews Conference is designed to provide an excellent opportunity for members of the BizNews community to interact directly with the keynote speakers and old (and new) friends from previous BNC events - and to interact with members of the BizNews team. Register for BNC#7 here - https://www.quicket.co.za/events/2879... Your early morning brew of the BizNews Insider keeps you up to speed with the content that matters. The newsletter will land in your inbox at 5:30am weekdays. Register here - https://bit.ly/3lfVRYP. Join this channel to get access to the perks:    / @biznewstv