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Magic Markets #182: A GNU Dawn

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Manage episode 427002832 series 2825738
Content provided by The Finance Ghost and Moe-Knows and The Finance Ghost. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Finance Ghost and Moe-Knows and The Finance Ghost or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The GNU dawn is all the rage in South Africa, but what does this mean for portfolio strategies? In this show, Mohammed Nalla and The Finance Ghost add to the market discourse around the South African opportunities with a sobering view on some of the macroeconomic indicators, coupled with highly practical thoughts on what to be careful of in the equity market as part of a broader GNU play.

And of course, there's a particular sector that the hosts put on the table as a potential winner in a GNU-driven recovery story.

To enhance your understanding of the market and get views that you might not hear elsewhere, this is a great episode of Magic Markets.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

  continue reading

190 episodes

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Magic Markets #182: A GNU Dawn

Magic Markets

23 subscribers

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iconShare
 
Manage episode 427002832 series 2825738
Content provided by The Finance Ghost and Moe-Knows and The Finance Ghost. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Finance Ghost and Moe-Knows and The Finance Ghost or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The GNU dawn is all the rage in South Africa, but what does this mean for portfolio strategies? In this show, Mohammed Nalla and The Finance Ghost add to the market discourse around the South African opportunities with a sobering view on some of the macroeconomic indicators, coupled with highly practical thoughts on what to be careful of in the equity market as part of a broader GNU play.

And of course, there's a particular sector that the hosts put on the table as a potential winner in a GNU-driven recovery story.

To enhance your understanding of the market and get views that you might not hear elsewhere, this is a great episode of Magic Markets.

This podcast is for informational purposes only and is not financial or investment advice. Please speak to your personal financial advisor.

  continue reading

190 episodes

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