BNC#6 Cy Jacobs - Huge investment opportunities in South Africa and China

In an impromptu keynote speech at BNC#6 in Hermanus, Cy Jacobs highlighted challenges in beating passive indices and his optimism for investing in South Africa's political climate. He emphasised the need for active management to outperform indices consistently. Jacobs also expressed positivity regarding the US election outcome and bullishness on Chinese tech companies due to valuation disparities and regulatory shifts. He identified potential opportunities in quality South African assets like Grindrod and Zeta.