US earnings are spectacular so far
Gary Booysen from Rand Swiss unpacks the US earnings season, with around two-thirds of the S&P 500 having reported – what's stood out, for better or worse? Sello Sekele from Absa CIB breaks down the latest July PMI data and explains why weaker readings may not be entirely bad news. Plus, Francis Marais of Old Mutual Wealth shares how to get offshore diversification right and avoid the common pitfalls.
The skinny
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