You can also listen to this podcast on iono.fmhere .
Schalk Louw from PSG Old Oak ponders the potential opportunity in select Chinese stocks, especially in light of recent tariff reductions.Citadel’s Nishlen Govender weighs in on the state of big tech – highlighting both the challenges and the possible openings for investors.
Simon shares his perspective on actively managed certificates (AMCs), and explains why he finds them an intriguing product concept that is well worth exploring further.
Guests on today’s show:
Schalk Louw: PSG Old Oak
Nishlen Govender:Citadel