With supply chains around the world clogged up and companies scrambling to navigate their way through the mess, there have been clear winners and losers. Is it wise to chase those winners, or to look for the companies that are ready to pounce once the supply chains catch up to demand?
In Episode 47 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla explore the reasons for the supply chain pressures and the impact this has on companies, using practical examples along the way.
There’s also a short discussion on the potential impact on property prices of an inflationary cycle.
Magic Markets is your invitation to be part of our discussions on the key drivers in the markets and what they mean for investors.
This is the third episode of #HerenyaSeptember, a month of Magic Markets podcasts dedicated to trading techniques and the psychology behind them. Petri Redelinghuys ...
In Episode 277 of Magic Markets, The Finance Ghost and Mohammed Nalla tackle the theme of “bad things happening to good brands” - with...
When it comes to understanding the Westbrooke investment philosophy and approach, there's no better way to do it than through looking at deal case...