David Shapiro forecasts resource revival and bond market surge

In an interview with BizNews, David Shapiro, a renowned market analyst from Sasfin Securities, shared insights on the potential resurgence of resource stocks amid global economic shifts. He highlighted optimism around platinum investments and discussed the evolving dynamics in luxury brands like Hermes and Ferrari. Shapiro also delved into the bond market's attractiveness amidst declining yields and speculated on the future of tech giants like Nvidia in investment portfolios. His perspectives provide a comprehensive view on current market trends and investment strategies amid uncertain global conditions.
Video production by Asime Nyide
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[@giorgiosanguineti1799]

Great David!!

[@tsv8664]

Please get David to comment about the fact that interest rate highs always precede recessions... How will that affect stock prices im US and locally here in SA?

[@johnventer2945]

Shapiro never liked Trump.

[@antonioflorenca6086]

His Anti-Trump bias does come through. His kids in the US are probably democratic-aligned and so give him their biased views

[@JW-tl1is]

AI is going nowhere

[@briannugent5399]

Hates EV but Elon is a donor.