Simon’s weekly wrap: Do EMs really offer structural benefits?

This week MoneywebNOW looked at the exit of Twitter’s Jack Dorsey, Capital Appreciation results, US inflation and more.
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In a week in which the new Covid variant, Omicron, dominated news the exit of Twitter founder and CEO, Jack Dorsey, with immediate effect didn’t create as large a news cycle as one would have expected. I asked Gary Booysen from Rand Swiss on his view of Twitter as an investment, and he explained why he isn’t impressed and has another social media stock on his radar.

The theory has long been that emerging markets had structural benefits which would see them outperform developed markets. But in a fascinating conversation with Peter van der Ross from Stanlib he says the research using the last few decades of data does not support this view.

Capital Appreciation published an excellent set of results that has seen the small cap trading at all-time highs. I spoke with CFO Alan Salomon on improving margins, benefiting from the cashless response to the pandemic and moving into Europe.

US inflation has been hitting record levels and the talk of transitory is no longer applicable as both Janet Yellen and Jerome Powell say the word is no longer a correct description of inflation. I spoke with Lyle Sankar from PSG Asset Management on what this higher-for-longer inflation means for our portfolios and what adjustments we should be considering.

Also this week:

Michelle Dickens, CEO of TPN Credit Bureau, discusses residential rental trends and statistics for Q3 2021

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