China

Magic Markets Ep128: Five with Trive – Chinese Stocks

2023-06-08T00:00:54+02:00

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, [...]

Magic Markets Ep128: Five with Trive – Chinese Stocks2023-06-08T00:00:54+02:00

Magic Markets Ep117: Macro Themes with Rachel Ziemba

2023-03-22T23:43:38+02:00

With a background at Roubini Global Economics and extensive experience across developed, emerging and even frontier markets, Rachel Ziemba brings a wealth of macroeconomic and geopolitical experience to Magic Markets. Having worked several times in the past with our very own Mohammed Nalla, Rachel agreed to join us for a discussion on general global trends and the perception of South Africa on the international stage. We covered topics including: Thoughts on where we are in the cycle, including global optimism around China and commodities despite some dissenting voices who think we could be heading back to a 2008/2009 scenario. The additional [...]

Magic Markets Ep117: Macro Themes with Rachel Ziemba2023-03-22T23:43:38+02:00

Magic Markets Ep106: The Global View with Marko Papic

2022-12-15T00:17:30+02:00

If you’ve looked at your portfolio even once this year, you’ll know that 2022 has proven how vital a solid geopolitical analytical framework can be in generating returns. As the author of the book Geopolitical Alpha, Marko Papic is a global geopolitical expert and partner at Clocktower Group, who advises some of the largest pension funds and investors globally. As a friend of Moe's, we were able to twist his arm to share some of his views on global geopolitics and the risks and opportunities they currently present for investors. Having travelled to South Africa many times, Marko also has a [...]

Magic Markets Ep106: The Global View with Marko Papic2022-12-15T00:17:30+02:00

Magic Markets Ep93: Macro Markets Mayhem

2022-09-14T22:32:43+02:00

The US CPI print was slightly different to market expectations, though you would never say so based on the mayhem that ensued. The sell-off was brutal, hitting tech stocks the hardest. Risky assets (like the rand) also took a knock. In this episode, we discuss macroeconomic concepts not just around inflation in the US, but also around China and Europe. For bonus points, we also touch on South African companies that have exposure to Europe. Magic Markets is your invitation to be part of the dealing room conversations that are usually closed off from public ears. Join us and learn! [...]

Magic Markets Ep93: Macro Markets Mayhem2022-09-14T22:32:43+02:00

Magic Markets Ep57: Our 2021 Winners and Losers

2021-12-23T11:36:15+02:00

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 [...]

Magic Markets Ep57: Our 2021 Winners and Losers2021-12-23T11:36:15+02:00

Magic Markets Ep33: Do Your DiDi

2021-09-07T12:09:59+02:00

The markets have been all over the place in the past week, with a rollercoaster ride for investors in Chinese tech stocks in particular. Ride-hailing business DiDi has been the catalyst for the latest concerns. In Episode 33 of Magic Markets, The Finance Ghost and Mohammed Nalla chat through some of the companies in their portfolios and the approach they take when sections of the portfolio are under pressure. There's also a reminder that risks aren't always in line with the popular narrative. Although Chinese stocks are being discounted currently, the pending IPO of Robinhood is a perfect example of a [...]

Magic Markets Ep33: Do Your DiDi2021-09-07T12:09:59+02:00

Magic Markets Ep 2: China’s Electrical Storm

2021-09-07T12:10:16+02:00

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 [...]

Magic Markets Ep 2: China’s Electrical Storm2021-09-07T12:10:16+02:00

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