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In this Moneyweb Market Commentator webinar, the team hosts Feroz Basa the head of Global Emerging Markets from Old Mutual to discuss how his firm are positioning their portfolios in the current market.
For many South African investors, the local market has delivered a performance that has been forgettable to say the least. Equity markets have failed to deliver any kind of sustainable investment return – carrying on the trend from 2016 – and with sovereign downgrades and Mining sector Charters knocking the stuffing out of most investors, it has been increasingly difficult to position portfolios for growth.
Emerging markets like China and India are once again in focus but come coupled with a variety of risks and challenges.
Where does one position their portfolio for growth?
If you have missed any of the previous Moneyweb Market Commentator webinars, you can find the full archive here.
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