Citywire Money, Markets and Masterminds

Betting on Beijing – Why China may be the smartest risk SA investors can take

Loading player...
Is it time for South African pension funds and private investors to reassess their bias toward developed markets – especially the US – and look to the East?

In this double interview, Citywire South Africa speaks with RisCura founder and director Jarred Glansbeek and Altvest chief investment officer Akshay Karan about China’s economic choreography, valuation mismatches, and why early-stage Chinese tech could be a worthwhile high-conviction bet.

Listen to the recording for an analysis of China’s investment influence.
24 Apr 2025 English South Africa Investing

Other recent episodes

FSCA’s frontline warning to pension fund trustees

In episode two of the Regulatory Rulebook series, Takalani Lukhaimane, who leads the Financial Sector Conduct Authority's Retirement Funds Frontline Conduct Supervision team, highlights where boards are falling short - from section 13A breaches to weak oversight and rising unclaimed benefits. She points to persistent red flags, including superficial minutes,…
23 Feb 27 min

How this DFM engineers portfolios when markets lose their nerve

When markets panic, most investors react. Discretionary fund managers are meant to do the opposite. In this episode of Money, Markets, and Masterminds, Philip Bradford, chief investment officer at PortfolioMetrix Asset Management, explains how his team constructs portfolios built to withstand volatility rather than chase trends. From managing concentration risk…
11 Feb 20 min

Why top DFMs would rather miss rallies than lose clients

In this episode of Money, Markets, and Masterminds, Analytics Multi-Manager CIO Daniel Schoeman argues that the real test of a fund manager comes during periods of stress and underperformance, when philosophy, process and decision-making discipline are exposed. He explains why diversified portfolios are intentionally designed to avoid extreme drawdowns, even…
29 Jan 18 min

Inside the regulator’s AI rulebook: FSCA lifts the lid on finance’s next frontier

This episode of Money, Markets, and Masterminds marks the launch of an exclusive monthly Citywire South Africa series with the financial regulator, offering a behind-the-scenes look at how regulation is evolving as technology reshapes the industry. Editor Ruan Jooste is joined by Nolwazi Hlophe, senior fintech specialist at the Financial…
27 Jan 19 min

Morningstar warns: Preparation, not prediction, will shape 2026

What does it really take to navigate 2026 without falling into the prediction traps that derail so many investors? In this final Mind Over Markets with Morningstar episode on Money, Markets, and Masterminds, Citywire South Africa sits down with Dan Kemp, Chief Research and Investment Officer at Morningstar to unpack…
1 Dec 2025 23 min
All episodes