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Portfolio Manager, Arthur Karas, dissects the latest news driving the markets with The Money Show’s Bruce Whitfield

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Following the JSE closing flat yesterday, Portfolio Manager, Arthur Karas, discusses the market impact of Chinese regulatory tightening to limit the dominance and influence of companies across a number of sectors, as well as the damage that regular lockdown restrictions continue to inflict on the liquor sector.

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Chapters

00:00 An extraordinary dividend payout from Anglo Platinum
00:35 The Chinese government and their ban on profiting from education – does it impact Naspers and Prosus?
01:51 A new regulation for Tencent Music on offshore or international acquisitions of music providers
02:35 Does the investment case still hold for Naspers and Prosus?
04:22 The concern over the impact of lockdowns on the liquor industry

27 Jul 2021 English South Africa Business

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