Global investing in an era of national self-reliance
Loading player...
Alec Cutler – Portfolio Manager, Orbis
Other recent episodes
Market Watcher: Starting the week on weaker footing
Makwe Masilela of Makwe Fund Managers runs us through the day's market developments as the local bourse closes in the red, trading updates from Rainbow Chicken and Italtile, movements in the resources sector, leadership changes at Growthpoint, ArcelorMittal's further cautionary announcement, and a look at the rand.
Gemfields signs R890m deal to sell legendary Fabergé brand
Wilhelm Hertzog – Portfolio Manager, Rozendal Partners
Should SA pitch a PGM trade exchange to Trump?
Dr Iraj Abedian – Founder and Chief Executive, Pan-African Investment and Research Services
Strategic tourism is key to reviving the economy
Patricia de Lille – Minister of Tourism
[FULL SHOW] Gemfields sells Fabergé, a PGM exchange, and strategic moves by SA Tourism
This evening, we dive into market movements with Makwe Fund Managers, examine Gemfield’s decision to dispose of its stake in Fabergé with Rozendal Partners, we discuss the possibility of a PGM exchange with economist Dr Iraj Abedian, Minister of Tourism Patricia de Lille unpacks strategic moves by the department to…