South Africa represents less than 1% of the global investment opportunity
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David Nathanson – global equity specialist at Bellwood Capital.
Other recent episodes
[FULL SHOW] Steel industry needs; NECSA and Sibanye-Stillwater innovate for cancer treatment; affordable EVs options for
This evening, we dive into the latest market movements with Makwe Fund Managers, we unpack the steel industry’s biggest challenge – not exports, but demand – with Itac, we explore healthcare innovation through the collaboration between Sibanye-Stillwater and Necsa, we discuss how SA can position itself as a top destination…
Steel industry needs to resolve demand problem, not export control
Ayabonga Cawe - Chief Commissioner, Itac
Market Watcher: Markets do not listen to the headlines
Phaswane Mphahlele of Makwe Fund Managers discusses how geopolitical tensions are impacting market movements, non-oil commodities broadly down, the rand’s performance, inflation concerns, JSE All Share down 1% on short-term volatility, CPI data, retail sales, as well as IMF spring meetings.
Sibanye-Stillwater and Necsa join forces to combat cancer
Prof Jan Rijn Zeevaart – General Research Manager: Applied Radiation, South African Nuclear Energy Corporation
SA can become a new destination for business, tourism & conferencing
Busi Mavuso - Chief Executive Officer, Business Leadership South Africa