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ALLAN GRAY FEATURE – Investing in frontier markets
Manage episode 424755363 series 3581044
Вміст надано Kaya 959. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Kaya 959 або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
GUEST – Varshan Maharaj - Portfolio manager at Allan Gray
One of the benefits that frontier markets offer South African investors is exposure to sectors that might not be available on the domestic stock market. Frontier markets can provide long-term investors with an exciting hunting ground for investment ideas, but being able to weigh-up the risks in these environments, is key to success. Allan Gray portfolio manager Varshan Maharaj joins Kaya Biz to unpack the frontier universe and discuss some of the pockets of opportunity for local investors looking to access sectors and companies that aren’t available on the JSE. Kaya 959
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One of the benefits that frontier markets offer South African investors is exposure to sectors that might not be available on the domestic stock market. Frontier markets can provide long-term investors with an exciting hunting ground for investment ideas, but being able to weigh-up the risks in these environments, is key to success. Allan Gray portfolio manager Varshan Maharaj joins Kaya Biz to unpack the frontier universe and discuss some of the pockets of opportunity for local investors looking to access sectors and companies that aren’t available on the JSE. Kaya 959
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