[TOP STORY] AI Wave: CapEx could rewrite market rules

[TOP STORY] AI Wave: CapEx could rewrite market rules

July 20, 2026 · 7 min

About this episode

Warren Buhai discusses the impact of monetary policy and AI on market dynamics.

‘Monetary policy for us is one of the bigger risks that we see at the moment’ – Warren Buhai, senior portfolio manager at STANLIB Asset Management.

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