Sunday, December 22, 2024

SABC News interview: patience in a bear market

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Approximately once a month, I join the team on SABC News for an interview on key themes in the market.

I always enjoy the live TV interviews, as they tend to be a great way to discuss many interesting points in a short space of time!

In this discussion, we covered the following questions:

With recession risks rising in the US, how concerned are you about global or even local markets?

Given the current environment, is there a right time for share buybacks?

What is your assessment of local food retailers compared to global peers?

When choosing which sectors to gain exposure to, what should one be paying close attention to or perhaps even ignore?

Are you selling anything in this environment?

Use the video player below to watch the interview:

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