<\/p>\n
I chatted with Andrea Slabber from Trade Intelligence about the local liquor retail market that is valued at R109 billion. The large retailers are on a land grab as we can see from the new store openings. But the industry also saw growth in taverns as online gambling spend put pressure on the overall liquor spend.<\/p>\n<\/p>\n
You can also listen to this podcast on iono.fm here.<\/p>\n
Whether big tech is a bubble or not misses the point according to Nico Katske, head of portfolio solutions at Satrix. He makes the point that society has experienced repeated leaps forward and AI is certainly one of them. But it is not all smooth and that is in part the point. We also touched on how the emerging market trade has become dominated by the AI trade.<\/p>\n<\/p>\n
You can also listen to this podcast on iono.fm here.<\/p>\n
Jacques Conradie is the CEO of Peregrine Capital, and we spoke about the first half of the year. It was a volatile period with great opportunity as the AI trade moved down the curve to semiconductors and memory stocks. He comments that the current valuations may not be overdone, but the proof will ultimately be in the revenue from the AI infrastructure spend.<\/p>\n<\/p>\n
You can also listen to this podcast on iono.fm here.<\/p>\n
A foreign trust is generally considered only for very high-net-worth individuals. But chatting to Elana Nel, fiduciary specialist at Ninety One, she makes the point that there are a lot of benefits for anybody with an offshore portfolio looking to manage tax and estate duties. But understanding the process and what a trust really entails is critical.<\/p>\n
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#Simons #weekly #wrap #Boom #changing #markets #offshore #trusts<\/p>\n","protected":false},"excerpt":{"rendered":"
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