Rashaad Tayob on inflation, China [Video]

In this insightful interview, Rashaad Tayob, Portfolio Manager at Foord Asset Management, offers his outlook for 2025, highlighting key global economic trends and investment opportunities. He discusses the potential for inflation to return, driven by fiscal and monetary stimulus, supply chain disruptions, and labour market changes. Tayob also predicts that emerging markets, particularly China, could outperform in the coming years, thanks to attractive valuations and growth in sectors like green energy. He advises investors to be cautious of overvalued US equities and suggests looking at defensive sectors, like utilities, and higher-yielding assets in emerging markets. Tayob also touches on South Africa’s investment landscape, identifying opportunities in commodities linked to renewable energy. He encourages a diversified, balanced portfolio that emphasises sustainable, long-term growth and careful risk management.

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