BizNews BizNews Radio

View from London: OMBA's Perchtold on investing in Japan, SA, banks, AI and "Sell in May..."

Loading player...
Mark Perchtold is one of the South Africans establishing a considerable reputation in the world's financial centre. In this interview, the London-based founding director of OMBA shares his perspective on the boom in valuations of artificial intelligence-related stocks and the investment appeal of banks and shares in Japanese and South African companies. He also offers some thoughts on other emerging investment opportunities that excite him. Perchtold spoke to Alec Hogg of BizNews. Learn more about your ad choices. Visit megaphone.fm/adchoices
11 May 2023 6AM English South Africa Investing · Business News

Other recent episodes

NdB Sunday Show | Mzo Mpolase: How low can SA go?

In today's NdB Sunday Show with Chris Steyn, Political Analyst Mzo Mpolase slams President Cyril Ramaphosa's latest utterance on the looming loss of AGOA. "You're running a country here, you're not running some ANC ideological office. This is the fate of the economy, the fate of many jobs, which you…
25 Oct 9AM 27 min

BN Edge | Mini-budget unpacked, with Finance Minister Enoch Godongwana

Two days after telling Parliament that South Africa had emerged from the fiscal wilderness, Finance Minister Enoch Godongwana gave up part of his weekend to explain what that did and didn't mean. He conceded the tax burden had reached levels no finance minister should be comfortable with, and that growth…
25 Oct 9AM 20 min

BN Edge | Lesaka is facing hard questions. Ali Mazanderani is answering them

Lesaka grew out of Net1, whose subsidiary's social grants contract ended up before the Constitutional Court. Now it wants to take deposits from the same grant recipients it lends to. In a follow-up to their strategy conversation, Alec Hogg put the harder questions to executive chairman Ali Mazanderani: who carries…
23 Oct 8AM 37 min
All episodes