Njabulo Nsibande | Keith McLachlan
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 coupled with a new visa regime are both 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.
You can download the presentation here
Stocks covered are;
- Transaction Capital (JSE code: TCP)
- Southern Sun (JSE code: SSU)
- Curro (JSE code: COH)
- ADvTech (JSE code: ADH)
- Stadio (JSE code: SDO)
- Afrimat (JSE code: AFT)
- Netcare (JSE code: NTC)
Power Hour
How do you make sense of the financial markets? How do you interpret the latest financial news? Where do you learn how financial instruments work? How can you learn to invest?
The Power Hour started in 2011 with top industry experts presenting to private investors on financial issues closest to their heart. Power Hours are now both live in-person presentations in Johannesburg, and broadcast live online.
