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

Ryan Passmore - The "Missing Middle"

In this interview with BizNews, Ryan Passmore – Durban-based fintech founder of ZenFund Connect – unpacks why he believes South Africa's student funding system is broken, and how he proposes to fix it. Passmore points to the "missing middle": households earning between R350,000 and R600,000 a year, who are too…
8 May 5AM 15 min