‘I think there are better opportunities [than gold], and we are looking at PGMs as the unappreciated commodity market over the next few years' – Tana Mongwe from Old Mutual investment Group.
Shaun Dendere of Trive Investments on Naspers and Prosus delivering strong results as they aim to diversify beyond Tencent. OMIG’s Tana Mongwe explains their shift from gold to increased exposure in PGMs. Dr Daniel Cash from Aston Law School highlights the importance of establishing an African Credit Rating Agency.
‘We need to develop strong teams that have equal knowledge – like the bond-issuing syndicates that structure the IPOs’: Dr Misheck Mutize, UCT Graduate School of Business.
Nick Kunze from Sanlam Private Wealth on whether US strikes on Iran pose a risk to oil prices – and by extension, inflation. Absa CIB's Opy Ramaremisa outlines the challenges and potential solutions in Africa’s renewable energy sector. Dr Misheck Mutize from UCT’s Graduate School of Business on the mispricing…
‘What's really going to change the game for Africa is to build some of these road and infrastructure networks across the continent’ – Sanisha Packirisamy from Momentum.
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