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Macro Perspectives 33 | Unlocking investment insights: uncover the real power of valuations

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In this episode, Peter Brooke digs deeper into how valuations impact future returns. Valuations might seem like mere blips on the radar in the short term, but their effect increases over time. Looking at the economy, profits and the ongoing load-shedding challenge, things do not look good in the short-term. But the big de-rating in SA assets is creating a rosier outlook in the long term.

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Chapters

00:27 Peter Brooke unpacks an analysis on how valuations impact future returns
02:34 The big change in South African assets
03:05 Similar patterns we are seeing in other countries

15 Aug 2023 English South Africa Business

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