Portfolio Manager, Peter Brooke, discusses the unrest bringing SA to a standstill this week with The Money Show’s Bruce Whitfield

Loading player...
Portfolio Manager, Peter Brooke, discusses the impact of this week’s national unrest on the markets and currency with Bruce Whitfield, and what the chaos says about the structural challenges facing South Africa.

Thanks for listening! Follow us on Linkedin.
Chapters
  • 00:00 Update on the markets: JSE and the rand
  • 01:14 Looking at the markets against ongoing looting and protests
  • 02:56 Explaining the higher cost of capital and higher discount rate in South Africa
13 Jul 2021 English South Africa Business

Other recent episodes

TOMORROW 2020 - Podcast Series

This compilation of podcasts is from interviews and recordings with contributors to TOMORROW 2020 – an annual thought leadership publication on all things related to responsible investing and green growth. To navigate to the topic or episode of your choice, go to CHAPTER MARKERS and click on the time indicator…
19 Apr 2021 1 hr 05 min

Market Moves and Portfolio Positioning - MacroSolutions Perspectives

Peter Brooke reflects on August as an interesting month for trends seen in Tesla leading the NASDAQ down on the back of the US and tech sector underperforming. In terms of our portfolios, we’ve tilted towards value in reflecting some of these extreme moves. Locally taking some profit in Naspers…
22 Sep 2020 3 min