[TOP INTERVIEW] Looking back on market opportunities in 2020
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Know what businesses you want to invest in as opposed to what shares are going to go up or down: Nesan Nair, Sasfin.
Other recent episodes
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Jameel Ahmad from GTCFX notes: ‘This is the first year I’ve known where headlines have driven the market’.
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Analysis of improving business debt conditions in SA, and whether economic data still matters in today’s markets.
[TOP STORY] What really drives returns on the JSE?
‘I think genuine diversification really comes from holding different sources of return, not simply focusing on sector labels’ – Chetan Ramlall, portfolio manager, STANLIB Asset Management.
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[TOP STORY] Direct sales and jewellery focus reshape Richemont’s future
‘I think it absolutely the right action to increase the contribution from jewellery … and decrease exposure to the overall luxury watch category’ – Tasneem Samodien from Private Clients by Old Mutual.