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 96

October 05, 2022 00:34:02
Episode Cover

Magic Markets #96: Looking to the Future

One of the greatest challenges in the market is to maintain a cool head and a consistent strategy even when it feels like everything...

Listen

Episode 101

November 09, 2022 00:29:43
Episode Cover

Magic Markets #101: Dynamic Compounding

Magic Markets listeners are familiar with the wonderful team at AnBro Capital Investments. We regularly welcome Justine Brophy and Craig Antonie to the show...

Listen

Episode 145

October 04, 2023 00:18:56
Episode Cover

Magic Markets #145: Southern Sun and Carnival Corporation

The hospitality game is all about occupancy and pricing and getting those two things right. Just because we’re talking about the travel and leisure...

Listen