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Macro Perspectives 1 | Investment lessons from the holidays

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Portfolio Manager, Peter Brooke, shares his latest perspectives, using investment lessons from the holidays to analyse the current local and global macro-economic and market environments.

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Chapters

00:32 Peter shares the first investment lesson from his holiday: South Africa is cheap
00:57 The second lesson: South African infrastructure is terrible
01:46 The third lesson: Google “Snow Sure” – Europe is weaning itself off cheap gas
02:32 The fourth lesson: a reminder about Covid.

16 Jan 2023 English South Africa Business

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