Portfolio Manager, Arthur Karas, talks latest market news with The Money Show’s Bruce Whitfield

Loading player...
As markets saw a strong start to the week off the back of ongoing developed market stimulus and vaccine rollouts, Arthur Karas discusses Aspen Pharmacare’s results, amid some other positive company results. 

Thanks for listening! Follow us on Linkedin.
Chapters
  • 00:08 A positive day on the JSE
  • 01:21 A standout in the market today: Aspen Pharmacare
  • 03:10 The success story behind Aspen Pharmacare
  • 04:09 Discussing results from Clicks and Pick n Pay
  • 05:20 Cyclical businesses with the potential to recover and improve
28 Apr 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