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24-05-2024 · Podcast
Podcast: In tune with the markets – African vibes
Nvidia delivers as hoped for – but will this market darling keep its dominance? Although Anglo American has turned down BHP’s latest bid, citing serious execution risk, it’s open to talking to its Aussie rival about the structure of the offer. And: signs of fatigue in US consumer spending.
Arnout van Rijn
Portfolio Manager
Authors
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