Staying calm in the storm: David Bacher on investment strategies for volatile times
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In a turbulent month for global markets, Corion Capital's David Bacher offers valuable insights on navigating volatility. While global equities saw slight declines, regional disparities created opportunities, with China’s undervaluation standing out. Bacher emphasises the importance of long-term strategy, cautioning against succumbing to short-term noise, especially with speculative assets like Bitcoin. He discusses the challenges facing South African markets, highlighting risks from both local politics and global uncertainty. Ultimately, Bacher encourages investors to focus on fundamentals, stay disciplined, and take advantage of volatility as a means to uncover hidden value in uncertain times.
