Market Watcher: Portfolios do not reflect the headlines

Liam Dawson of PortfolioMetrix unpacks the mixed results in equities, noting the performance of the rand and SA bonds due to the oil price, discusses the oil price and how a resolution in the Middle East could make SA an attractive emerging market, reviews local company earnings, explores how better government data may impact interest rate decisions later this month, and shares what to look out for, including the upcoming US-China diplomatic visit.