Schalk Louw featured CNBC Africa, 14 May 2025

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In the CNBC Africa interview from 14 May 2025, Schalk Louw discussed the market's reaction to easing trade tensions between the United States and China.

Here are some key points from the discussion:

  • He emphasized the volatility and unpredictability of global trade dynamics, especially in light of the recent “Liberation Day” trade tariff announcements.
  • He noted that the temporary truce between the U.S. and China led to a swift rebound in U.S. equities, showcasing how quickly market sentiment can shift.
  • Schalk highlighted the resilience of the U.S. dollar, suggesting it reflects deeper economic complexities and inflation concerns.
  • He advised investors to adopt a cautious approach, favouring defensive stocks amid ongoing uncertainty in global markets.

You can listen to the full recording here:

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