Alibaba is essentially the Amazon of the East, except the company has to deal with a very different set of political risks. With Jack Ma back in the spotlight and the share price enjoying positive sentiment, is there room to jump into this story?
Alex Weiss of Trive South Africa is back with another five stocks around a central theme. In this case, the theme is China. Of course, we can't talk about Chinese tech stocks and platform businesses without Artificial Intelligence (AI) as another important theme. With ongoing mistrust between East and West, there is enormous development in AI in China that is running in parallel to development in Western markets. Join us for a discussion on Meituan, Baidu, JD.com, Alibaba and Tencent, all brought to you by Trive South Africa. To switch to Trive, visit the website here. Trive South Africa (Pty) Ltd, [...]
The final show of the year is always an opportunity to reflect on what did and didn't work in our portfolios. At Magic Markets, we value transparency and we focus on creating a shared learning environment, which means we highlight our mistakes instead of hiding them. Of course, there were also some great outcomes this year, including some stocks that looked dicey at times. In Episode 57 of Magic Markets, we invite you to learn with us as we discuss some of our best and worst positions during the year. This is our last show for the year and we look [...]
Mohammed Nalla is one of the most highly respected macroeconomic market analysts to emerge from South Africa. He’s launched Moe-Knows, a macroeconomics knowledge platform. Now living in Canada, he layers a global perspective on top of his emerging markets expertise. Together, The Finance Ghost and Moe-Knows have multiple years of experience across practically every asset class. In Magic Markets, we unpack market trends and share our insights in a way that will help you grow your knowledge. In Episode 2: China's Electrical Storm, we give context to the Chinese ecosystem and the way regulation evolves within that environment, which is especially relevant to investors [...]
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