By its nature the small and mid-cap sector is dominated by stocks which are over-weight to South Africa, it is “SA Inc.” Over the last decade listed companies focusing on the South African economy have had a hard time. But things are improving. Eskom is able to supply uninterrupted power, interest rates and inflation are coming down, and the two-pot withdrawals are set to inject billions of Rands into the economy.
Keith McLachlan, CIO at Integral Asset Management, and well known for his experience in the local small and mid-cap sector, will present this Standard Bank Power Hour.
Both the small and mid-cap sectors have rallied strong so far this year, and the new visa regime and two-pot withdrawals promise good opportunities. Keith will explore opportunities in these sectors and show case his two AMCs currently trading on the JSE: one in the local small cap sector and the other in offshore small caps.
Book for the webcast here.
If you want to attend in person at Standard Bank 30 Baker street, Rosebank please email us here with name, number attending and car reg for secure parking access. Alternatively email macdonald@justonelap.com with same details.