Portfolio Watch EP 16: How the US economy affects the world economy?
Looking at the American economy one would think that Donald Trump is succeeding in making America great again, or is he merely reaping the benefits of a recovering economy?
The rallying dollar and talks of a trade war is very bad for growing economies, making debt more expensive and causing investors to look anywhere but emerging Markets.
EMs are historically volatile, but luckily for South Africa, it has always been, and still is a good, solid proposition. In this episode of Portfolio Watch CNBC Africa’s Gugulethu Mfuphi is joined by Andrew Dittberner Chief Investment Officer, Private Client Securities, Old Mutual Wealth and Aileen Campbell, Chief Investment Officer, Adviceworx to discuss the strengths and uncertainties influencing the markets.