Following the market rebound after the Covid-19 crash in March 2020, Louis Niemand, investment director at Ninety One, explores the prospect of current valuations improving further.
‘There are three main areas we believe you should pay attention to when you are looking into investment portfolios’: Jaco van Tonder, director of advisor services at Ninety One.
‘China was one of the few countries in the world to achieve GDP growth last year … without expanding their balance sheet’ – Charlie Dutton – portfolio manager, Ninety One.
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