Natale Labia is a South African living in Italy (Milan, to be exact) and so he brings a European perspective to the show.
As an ex-South African banker, Natale is familiar with our market. He applies that expertise in his role as a partner at Lionhead Capital, where he is Head of Macro Strategy and Economics. You can read more about Natale's background at this link.
Some listeners may recognise his name from his regular contributions to Daily Maverick, a publication which Magic Markets co-host The Finance Ghost also contributes to on a weekly basis.
In this show, we discussed a macro view on the relative valuation of South African bonds and equities compared to other markets. We also talked about sectors of interest in South Africa and how international investors view our country.
Magic Markets is your invitation to be part of our global conversations on the markets and investments.
Earlier this week, Mpact gave the South African market a positive surprise. The packaging group is a major supplier to the agri sector, particularly...
With South Africa entering a new era of politics, we will soon find out whether coalition politics actually look more like collision politics. Either...
After covering the building of a bull case in the previous week's show, we moved on to the other side of the coin: the...
