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Macro Perspective 38/2021 | SA Investment themes in a global context

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week on the investment themes playing out in the South African economy and how the local equity market stacks up in a global context.

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Chapters

00:15 The South African economy on the macro side
00:48 Positive news flow from management teams at Sibanye-Stillwaters, Raubex, Omnia, Foschini Group, FirstRand, and Sun International
02:19 The other side of the market – the tough news flow
02:53 The South African equity market in a global context

21 Sep 2021 English South Africa Business

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