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ALLAN GRAY FEATURE – Investing in frontier markets
Manage episode 424755363 series 3581044
תוכן מסופק על ידי Kaya 959. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Kaya 959 או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.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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