))
06. Do local banks offer value in an inflationary world?
Manage episode 424754971 series 3581045
Contenido proporcionado por Allan Gray. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Allan Gray o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Although banks are generally geared to economic activity, many local banks proved to be resilient through the COVID-19 pandemic and have been good investments since. But in the current period of high global inflation and slowing economic activity, how will the local banking sector fare? Are there still long-term opportunities? Allan Gray portfolio manager Tim Acker poses this question to investment analysts Pieter Koornhof and Siphesihle Zwane, who have spent time researching some of the biggest names in the sector and determining where the best opportunities lie. Capitec: The way to build a bank · · Do South African banks offer value in a COVID-19 battered world?
…
continue reading
22 episodios
Compartir
