Podcasts about protea capital management

Jean-Pierre Verster, bestuurshoof van Protea Capital Management gesels oor verskansingsfondse. Volg RSG Geldsake op Twitter

Jean-Pierre Verster, uitvoerende hoof van Protea Capital Management, gesels oor die sakemodel vir kosaflewering. Volg RSG Geldsake op Twitter

Jean-Pierre Verster, bestuurshoof van Protea Capital Management gesels oor beleggings in 2025. Volg RSG Geldsake op Twitter

In this BizNews Briefing, Bronwyn Nielsen is joined in studio by portfolio specialist Kerry-Ann Sattary, Old Mutual CEO Iain Williamson, and Protea Capital Management founder Jean-Pierre Verster to discuss the ripple effects of the US election on markets and economic policy. As Sattary breaks down potential election outcomes and Fed rate decisions, Williamson shares an optimistic outlook on South Africa's emerging economic environment, and Verster highlights strategic opportunities in both local and international markets. This episode dives into critical trends, from SA's growth challenges to investment shifts in global markets.

In an insightful interview with Jean Pierre Verster, CEO of Protea Capital Management, he discusses the significant impact of China's economic developments on global markets, including South Africa. Verster highlights China's $28 billion local government investment and the World Bank's subdued growth forecast, which have led to declines in commodities and global markets. He also covers key investment strategies, noting the importance of diversification and exposure to both tech and consumer-facing stocks in China, as well as long positions in US tech giants like Alphabet. Verster shares thoughts on the rand's fair value, emerging market dynamics, and managing geopolitical risks through diversification and targeted investments in sectors like nuclear energy. Verster spoke to Nielsen Network CEO, Bronwyn Nielsen.

Jean Pierre Verster, uitvoerende hoof van Protea Capital Management gesels oor die Reserwebank wat Steinhoff beveel om R6,1 miljard aan die staat te verbeur. Volg RSG Geldsake op Twitter

Explore the dynamic world of investment through the keen insights of Jean Pierre Verster, founder and CEO of Protea Capital Management. From navigating the evolving landscape of global tech giants like Nvidia and Tencent to uncovering opportunities in luxury goods and traditional industries such as Trigano, Verster's perspective offers a unique blend of strategic foresight and market wisdom. Join him as he discusses the shifting tides of international markets and the potential avenues for growth in an ever-changing economic environment. Sign up for your early morning brew of the BizNews Insider to keep you up to speed with the content that matters. The newsletter will land in your inbox at 5:30am weekdays. Register here.

Jean Pierre Verster, uitvoerende hoof van Protea Capital Management gesels oor Tesla. Volg RSG Geldsake op Twitter

Jean Pierre Verster, uitvoerende hoof van Protea Capital Management gesels oor Nvidia. Volg RSG Geldsake op Twitter

Jean Pierre Verster, uitvoerende hoof van Protea Capital Management gesels oor WeBuyCars wat noteer. Volg RSG Geldsake op Twitter

Jean Pierre Verster, bestuurshoof van Protea Capital Management en Johan Gouws, hoof van advies by Sasfin Wealth beantwoord die vrae wat luisteraars se sakke raak. Volg RSG Geldsake op Twitter

Jean Pierre Verster, bestuurshoof van Protea Capital Management gesels oor sy aandeelkeuses vanjaar. Volg RSG Geldsake op Twitter

Tackling your questions tonight is Jean Pierre Verster from Protea Capital Management and Wayne McCurrie from FNB Wealth & Investments Stock Watch

Tackling your questions tonight is Jean Pierre Verster from Protea Capital Management and Rowan Williams from Nitrogen Fund Managers Stock Watch

Tackling your questions tonight is Jean Pierre Verster from Protea Capital Management and Greg Katzenellenbogen from Sanlam Investments Stock Watch

Tackling your questions tonight is Jean Pierre from Protea Capital Management and Grant Nader from Benguela Fund Managers Stock Watch

Tackling your questions tonight is Jean Pierre Verster from Protea Capital Management and Grant Nader from Benguela Global Fund Managers Stock Watch

Tackling your questions tonight is Jean Pierre Verster from Protea Capital Management and Chris Reddy from All Weather Capital Stock Watch

Jean Pierre Verster van Protea Capital Management en Rita Cool van Alexforbes beantwoord die vrae wat luisteraars se sakke raak. Volg RSG Geldsake op Twitter

Jean Pierre Verster, uitvoerende hoof van Protea Capital Management gesels oor die afgelope wisselvallige weke, die beweging van aandele en Steinhoff se aankondiging. Volg RSG Geldsake op Twitter

Jean Pierre Verster, uitvoerende hoof van Protea Capital Management gesels oor Naspers en Prosus wat hul aandeelhoudingstruktuur wil vereenvoudig. Volg RSG Geldsake op Twitter

Tackling your questions tonight is Jean Pierre Verster from Protea Capital Management and Ricus Reeders from PSG Wealth Stock Watch

Noel Doyle, CEO at Tiger Brands takes Bruce Whitfield through the company's interim financial results and bemoans operational costs propelled by rolling black outs.    Sanlam Investment Management (SIM) has deployed more than a third of its global emerging markets fund into Chinese equities. Feroz Basa, head of global emerging markets at SIM explains why they expect consumer-led recovery in the Asian economy.   SA to ban the sale of fluorescent and incandescent light bulbs.  Grant Pattison,  Managing Director Africa at Heliogen discusses implications of this move.   Jean Pierre Verster, CEO of  Protea Capital Management share tips on how to Protect Your Investment Portfolio See omnystudio.com/listener for privacy information.

Tackling your questions tonight is Jean Pierre Verster from Protea Capital Management and Grant Nader from Benguela Global Fund Managers Stock Watch

Tackling your questions tonight is Jean Pierre Verster from Protea Capital Management and Deryck Janse van Rensburg from Anchor Stock Watch

Tackling your questions tonight is Jean Pierre Verster from Protea Capital Management and Deryck Janse van Rensburg from Anchor Stock Watch

Tackling your questions tonight is Jean Pierre Verster from Protea Capital Management and Roy Mutooni from Sanlam Investments Stock Watch

Tackling your questions tonight is Jean Pierre Verster from Protea Capital Management and Drikus Combrinck from Capicraft Stock Watch

Tackling your questions tonight is Jean Pierre Verster from Protea Capital Management and Thamsanqa Netha from Shiloh Capital Stock Watch

Tackling your questions tonight is Jean Pierre Verster from Protea Capital Management and Drikus Combrink from Capicraft Stock Watch

Tackling your questions tonight is Jean Pierre Verster from Protea Capital Management and Ricus Reeders from PSG Wealth Ruimsig Stock Watch

Tackling your questions tonight is Jean Pierre Verster from Protea Capital Management and Devin Shutte from The Robert Group Stock Watch

Jean Pierre Verster, uitvoerende hoof van Protea Capital Management gesels oor die keuses wat hy as aantreklike beleggings uitgewys het vroeër vanjaar en die aandele wat hy kies vir 2023.

Jean Pierre Verster, uitvoerende hoof van Protea Capital Management gesels oor Steinhoff se aandeelprys wat val.

Tackling your questions tonight is Drikus Combrinck from Capicraft and Jean Pierre Verster from Protea Capital Management

Tackling your questions tonight is Jean Pierre Verster from Protea Capital Management and Neelash Hansjee from Old Mutual Investments

Jean Pierre Verster, uitvoerende hoof van Protea Capital Management gesels oor die olieprys en verskeie maatskappye se onlangse aankondigings.

Elke Brink, direkteur en adviseur by PSG Route 21 en Jean Pierre Verster, uitvoerende hoof van Protea Capital Management beantwoord die vrae wat luisteraars se sakke raak.

Tackling your questions tonight is Jean Pierre Verster from Protea Capital Management and Rowan Williams from Nitrogen Fund Managers

Tackling your questions tonight is Jean Pierre Verster from Protea Capital Management and Drikus Combrinck from Capicraft

Tackling your questions tonight is Jean Pierre Verster from Protea Capital Management and Graeme Körner from Körner Perspective

Jean Pierre Verster, uitvoerende hoof van Protea Capital Management gesels oor Tencent se aandeelprys en hoe dit Suid- Afrika raak.

Tackling your questions in this episode of Stock Watch is Jean Pierre Verster from Protea Capital Management and Ricus Reeders from PSG Wealth Ruimsig​

Jean Pierre Verster, uitvoerende hoof, Protea Capital Management

Elke Brink- direkteur en adviseur, PSG Route 21 & Jean Pierre Verster- uitvoerende hoof, Protea Capital Management

Tackling your questions tonight is Jean Pierre Verster from Protea Capital Management and Rowan Williams from Nitrogen Fund Managers

Tackling your questions tonight is Jean Pierre Verster from Protea Capital Management and Roy Mutooni from Absa Asset Management

Tackling your questions tonight is Jean Pierre Verster from Protea Capital Management and Independent Analyst, Jimmy Moyaha

Tackling your questions tonight is Jean Pierre Verster from Protea Capital Management

We welcome JP Verster back onto the podcast after nearly two years since we last spoke. It's been a turbulent time since then and markets remain as schizophrenic as ever right now. We discuss how his funds have performed over 2020 and 2021, and what his outlook is for the years ahead. Also an interesting discussion about why he swung Sasol from a short position to a long position. CFD losses can exceed your deposits. IG Markets South Africa Limited is an authorised FSP No 41393 and an over-the-counter derivative provider.