TechCentral TechCentral (main feed)

Interview: Gerrit Smit on why the global tech rally is far from over

Loading player...
In this episode of TechCentral, Duncan McLeod chats via Skype to Gerrit Smit, fund manager at London-based wealth management company Stonehage Fleming, which invests billions of dollars on behalf of ultra-high-net-worth individuals. Thirty percent of Stonehage Fleming's GBI Fund is made up of investments in the technology space, with big investments including Visa, PayPal, Tencent and Accenture. In the podcast, Smit explains why he believes there's still plenty of upside for some of the world's biggest tech stocks, despite the strong rally they've enjoyed in recent years. What is the best way of determining whether these shares are good investments or not? Smit explains why he focuses on the top line and on free cash flow, in particular. Listen to the podcast to hear Smit's views on tech giants such as Tencent, Naspers, Microsoft, Apple, Amazon and Tesla.
26 Sep 2017 English South Africa Technology · Business

Other recent episodes

TCS | Sink or swim? Antony Makins on how AI is rewriting the rules of work

Artificial intelligence isn’t just changing how work gets done, it’s rewriting the rules of business. Organisations are scrambling to redefine processes and job descriptions, while employees are grappling with new tools and new ways of thinking that are transforming the way they approach their daily tasks. In this episode of…
5 Mar 40 min

Bolt ups the ante on platform safety

Safety is a core concern for e-hailing operators as it ensures that platforms engender trust among drivers, passengers and the general public. Bolt recently commissioned market research firm Ipsos to conduct research into the perceptions of rider safety in South Africa's e-hailing market. In this episode of TechCentral's TCS+, Simo…
4 Mar 13 min

Meet the CIO | Inside the JSE’s tech engine with CIO Tebalo Tsoaeli

Technology sits at the heart of modern capital markets, and nowhere is that more evident than at the JSE. In the latest episode of Meet the CIO, TechCentral editor Duncan McLeod sits down with Tebalo Tsoaeli, the bourse’s CIO, to unpack how technology underpins Africa’s largest stock exchange – and…
2 Feb 47 min

TCS+ | Cloud On Demand and Consnet: inside a real-world AWS partner success story

The cloud revolution has challenged businesses of all sizes by changing how IT teams go about implementing projects and managing infrastructure. IT service firms have been doubly challenged, having to sell a new computing paradigm to their clients while also practising what they preach and adopting cloud-first technologies in-house. Consnet…
30 Jan 25 min

Watts & Wheels S1E3: ‘BYD’s Corolla Cross challenger’

TechCentral’s electric car show Watts & Wheels is back for episode 3 of season 1, and while EVs remain the focus, the conversation takes a detour into something far less planet-friendly – and far more jaw-dropping. Duncan McLeod and co-host William Kelly kick off by drooling over a wild new…
30 Jan 36 min
All episodes