Market Watcher: Portfolios do not reflect the headlines -...

What this episode covers

Liam Dawson of PortfolioMetrix unpacks the mixed results in equities, noting the performance of the rand and SA bonds due to the oil price, discusses the oil price and how a resolution in the Middle East could make SA an attractive emerging market, reviews local company earnings, explores how better government data may impact interest rate decisions later this month, and shares what to look out for, including the upcoming US-China diplomatic visit.

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Frequently Asked Questions

How long is this episode of SAfm Market Update with Moneyweb?

This episode is 8 minutes long.

When was this SAfm Market Update with Moneyweb episode published?

This episode was published on May 4, 2026.

What is this episode about?

Liam Dawson of PortfolioMetrix unpacks the mixed results in equities, noting the performance of the rand and SA bonds due to the oil price, discusses the oil price and how a resolution in the Middle East could make SA an attractive emerging market,...

Can I download this SAfm Market Update with Moneyweb episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.