ANALYSE THIS: Sanlam Private Wealth’s Nick Kunze
We analyse portfolio manager at Sanlam Private Wealth Nick Kunze
If someone came to you tomorrow with R100m to invest in just one company, which would it be?
Samsung Electronics. With 5G being rolled out globally, Samsung is the dominant player in supplying the 5G base stations. And 5G requires four times more base stations than 4G in order to work.