AI, Trump and China: Decoding 2025’s investment playbook
STOCK MARKETS
AI, Trump and China: Decoding 2025’s investment playbook
TIM COHEN of currencynews.co.za. looks at the key investment themes – and the biggest variables – of 2025 for South African investors and asks what the best stocks are to buy in South Africa in that context.
THE key investment themes for South African investors – and the biggest variables – of 2025 are (arguably) fivefold: Artificial intelligence, the presidency of Donald Trump, the trajectory of China, mergers and acquisitions and the state of the government of national unity. What are the best stocks to buy in South Africa in that context?
Well, that is a question. Let’s break it down.
The imponderable as far as AI is concerned is whether any South African company is at all positioned to take advantage of the global move to AI and, if so, which one would benefit most. On the international front, many if not most of the companies to benefit from AI investment have already done so. That means there is the extra complication of finding companies that are not already fully valued. ..
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STOCK MARKETS
AI, Trump and China: Decoding 2025’s investment playbook
TIM COHEN of currencynews.co.za. looks at the key investment themes – and the biggest variables – of 2025 for South African investors and asks what the best stocks are to buy in South Africa in that context.
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THE key investment themes for South African investors – and the biggest variables – of 2025 are (arguably) fivefold: Artificial intelligence, the presidency of Donald Trump, the trajectory of China, mergers and acquisitions and the state of the government of national unity. What are the best stocks to buy in South Africa in that context?
Well, that is a question. Let’s break it down.
The imponderable as far as AI is concerned is whether any South African company is at all positioned to take advantage of the global move to AI and, if so, which one would benefit most. On the international front, many if not most of the companies to benefit from AI investment have already done so. That means there is the extra complication of finding companies that are not already fully valued. ..
Only Vrye Weekblad subscribers can read that article here.
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Next articleTim Cohen
JournalistTim Cohen is a long-time business journalist, commentator and columnist. He is a senior editor at Currency.