The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
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BNC#6: Cy Jacobs Q&A - Why he's bullish on China, global markets to watch
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Content provided by BizNews. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BizNews or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Cy Jacobs, co-founder of 360NE, offered a deep dive into investment strategies and market insights during the Q&A session at the BNC#6 Conference in Hermanus. Discussing various topics, Jacobs shared his perspectives on companies like Tencent, Yourplay, Prosus, and Naspers in relation to the Chinese market. He also delved into investment opportunities in emerging markets like India and cautioned about the expensive valuation of companies like Discovery. Jacobs highlighted the risks and opportunities in Chinese tech companies, the impact of geopolitical tensions on investments, and the challenges and strategies involved in managing a hedge fund for consistent returns. His insights provided a comprehensive view of navigating global markets amidst geopolitical uncertainties and market dynamics.
…
continue reading
890 episoade
M4A•Pagina episodului
Manage episode 411936898 series 2605825
Content provided by BizNews. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BizNews or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Cy Jacobs, co-founder of 360NE, offered a deep dive into investment strategies and market insights during the Q&A session at the BNC#6 Conference in Hermanus. Discussing various topics, Jacobs shared his perspectives on companies like Tencent, Yourplay, Prosus, and Naspers in relation to the Chinese market. He also delved into investment opportunities in emerging markets like India and cautioned about the expensive valuation of companies like Discovery. Jacobs highlighted the risks and opportunities in Chinese tech companies, the impact of geopolitical tensions on investments, and the challenges and strategies involved in managing a hedge fund for consistent returns. His insights provided a comprehensive view of navigating global markets amidst geopolitical uncertainties and market dynamics.
…
continue reading
890 episoade
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