The quick-service restaurant (QSR) sector has been a clear winner globally under lockdown conditions. When you're worried about catching a virus, a pizza served to your car window is more appealing than a sit-down restaurant.
Share prices of companies like Chipotle and Domino's have increased sharply. However, the threat of food delivery apps cannot be ignored, as the value chain in this industry is far from settled.
In episode 36 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) complain about their waistlines while commenting on the restaurant sector and the competitive realities in that space. It's a fun episode with plenty to learn about this important market.
Wandile Sihlobo is an expert on the agriculture sector in South Africa. He is the Chief Economist of the Agricultural Business Chamber of South...
In the latest episode with the team from Westbrooke Alternative Asset Management, Richard Asherson joined us from the UK to talk about market conditions...
Magic Markets Premium has been around for just over three months now. In that time, we’ve looked at a number of incredibly interesting global...