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The Monthly Market Update: Are we at the bottom yet? (No one knows...)

With earnings season in full swing in July, in this month's podcast we unpack the PepsiCo and Pioneer Foods deal.


We also chat about Brait's and Intu's UK problems to make sense of what went wrong and what could possibly help them come 'right'. We also touch on the banking and financial sector to see how the lower interest rates might be able to help. In the retail space we discuss the sector's troubles and ponder the wisdom in Massmart bringing in a non-South African CEO.




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As long as people are asking "Is this the bottom?", it will not be the bottom. The market will bottom when everyone is panicking. That's just how it works.