With supply chains around the world clogged up and companies scrambling to navigate their way through the mess, there have been clear winners in the process like Grindrod Shipping. Is it wise to chase those winners, or to look for the companies that are ready to pounce once the supply chains catch up to demand?
In Episode 47 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla explore the reasons for the supply chain pressures and the impact this has on companies, using practical examples along the way.
There’s also a short discussion on the potential impact on property prices of an inflationary cycle.
Magic Markets is your invitation to be part of our discussions on the key drivers in the markets and what they mean for investors.