The state of South Africa Inc
The sentiment at the recent Investment Forum varied from ‘South Africa is out of favour, so that’s an opportunity to buy’ to ‘South Africa is stuffed, so invest elsewhere’
30 March 2023 - 08:00
I attended the Investment Forum hosted by The Collaborative Exchange just before copy submission close.
This is a conference where fund managers showcase themselves to the financial planning industry. Conspiracists and cynics often opine about such events, but I can safely say that widely differing views were submitted — and energetically and intelligently argued. There were managers who thought market prospects suck (and said so) while others hoovered up the supposed value on offer. People pay R12,000 for a ticket and expect quality for their time and money...
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