Cornelius Zeeman: Global investors eye SA, but sceptical of Ramaphoria 2.0 and mining growth

Loading player...
In this insightful interview, Fairtree portfolio manager Cornelius Zeeman discusses the firm's growth, their global investor base, and the challenges of investing in South African markets. He highlights the scepticism foreign investors have following the "Ramaphoria" era, emphasizing the need for sustained economic growth and policy certainty. Zeeman also shares views on opportunities in cyclical companies and the cautious optimism surrounding the mining sector. Zeeman spoke to BizNews editor Alec Hogg.
10 Oct 2024 12PM English South Africa Investing · Business News

Other recent episodes

SpaceX, Anthropic or OpenAI? Anthony Ginsberg and Magnus Heystek reveal their biggest AI bets

SpaceX’s blockbuster debut has reignited debate over whether Elon Musk is building the world’s most valuable company – or the next great market bubble. In this wide-ranging discussion, Magnus Heystek and Anthony Ginsberg unpack the investment case behind SpaceX, Starlink, Anthropic and OpenAI, weighing extraordinary growth potential against eye-watering valuations…
18 Jun 6AM 31 min