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 risky play that has nothing to do with China.
If nothing else, DiDi is a reminder that investors must always do their DD (due diligence) when investing in any company. You can't always see the risks, but the process is important to go through.
In Episode 118, we brought the sunshine to Magic Markets. Saul Maserow and Dino Zuccollo of Westbrooke Alternative Asset Management joined us to talk...
After the controversy around Grand Parade’s efforts to sell Burger King South Africa to a private equity fund, the Competition Commission became even more...
Guess what? The hype machine is back in the market, this time focused on the exciting new world of Artificial Intelligence (AI). Some of...
