Finding value in Southeast Asia’s frontier markets
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Varshan Maharaj – Portfolio Manager, Allan Gray
Other recent episodes
[FULL SHOW] Curbing government debt, Kumba results, and America’s global influence
This evening we dive into the latest market movements with Sanlam Private Wealth, we speak to RMB about government’s measures to lower its debt, we unpack Kumba’s results, we hear from the former US Ambassador to Tanzania, Charles R Stith, on his views regarding America’s global influence, we look ahead…
Market Watcher: Looking beyond the one day
Nick Kunze of Sanlam Private Wealth discusses the day,s market moves, investor sentiment, the short term versus the long term, managing volatility, SA government bonds, and the case for SA Inc.
Why SA needs a fiscal rule to manage debt
Isaah Mhlanga – Chief Economist, RMB
Is US’s global influence in structural decline – or just recalibrating?
Charles R Stith – Former US Ambassador to Tanzania
Improved logistics give Kumba’s profits a boost
Mpumi Zikalala – CEO, Kumba Iron Ore