Episode 501
Commodities rolling over (#501)
WorldWide Markets with Simon Brown · JustOneLap.com
July 6, 202218m 9s
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Show Notes
Simon Shares
- Still stage 6. Rand continues to weaken.
- Naspers (JSE code: NPN) and Prosus (JSE code: PRX) both are holding well after the hard run the previous Monday on results and buy-back news.
- Resources under pressure, all of them.
- Supply chains adjusting
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- Just in time is now just in case
- Higher inventories
- Higher costs
- More localisation
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