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Victoria Reuvers of WealthStrat discusses market sentiment following the US President’s bomb threat against Oman, losses in Asian markets and the JSE’s resilience. She also explains why the rand is holding firm despite oil price volatility and stronger emerging-market appetite.
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Earlier this month, the Reserve Bank of India (RBI) had raised growth projections from 6.6% to 6.7% citing resilient domestic economy.
Key PointsThe disposition involved 7,617 shares at $163 per share, representing a total transaction value of ~$1.2 million.
Key PointsNvidia is the more direct winner: It captures the largest share of the AI infrastructure build-out through GPUs, accelerated servers, and full AI systems.
The rocket and satellite company is packed with long-term potential, but investors should brace for a volatile ride.
American builders filed more permits and poured less concrete, and a 50% tariff on a list of Canadian goods lands on Wednesday.
