Magic Markets #74: Ukraine - a view from Eastern Europe

Episode 74 May 04, 2022 00:31:58
Magic Markets #74: Ukraine - a view from Eastern Europe
Magic Markets
Magic Markets #74: Ukraine - a view from Eastern Europe

May 04 2022 | 00:31:58

/

Show Notes

Andries Retief is a South African living in Poland who runs DHL’s Central and Eastern Europe business. This gives him incredible insights into the global supply chain challenges that are plaguing so many businesses and industries at the moment. It also puts him right at the coalface of the war in Ukraine, with Polish borders having been opened to millions of Ukrainian refugees.

In this podcast, we bring you these insights and so many more, covering a broad variety of topics including geopolitical issues in Europe. Every crisis brings both heartache and opportunity and this one is no different, with the human spirit clear to see in both the hospitality shown to Ukrainians as well as the growth potential for Poland. With a number of JSE-listed companies holding investments in the region, these insights are important for local investors.

Other Episodes

Episode 265

March 18, 2026 00:23:00
Episode Cover

Magic Markets #265: Iran and JSE Earnings Season Themes

From a macro perspective, the ongoing conflict in Iran has dished up some important movies in currencies, bonds, commodities and inflation expectations. Mohammed Nalla...

Listen

Episode 168

March 27, 2024 00:20:54
Episode Cover

Magic Markets #168: Lululemon and FedEx

FedEx and Lululemon have both been covered and recapped on Magic Markets Premium before. We love circling back and revisiting companies that we’ve researched...

Listen

Episode 202

November 20, 2024 00:28:12
Episode Cover

Magic Markets #202: The automotive sector race

Start your engines has quickly become start your batteries - or has it? Are electric vehicle adoption rates problematic everywhere, or are some companies...

Listen