Stock picks from top SA market watchers and money managers

  • 📰 Moneyweb
  • ⏱ Reading Time:
  • 25 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 13%
  • Publisher: 77%

Business News News

Business Business Latest News,Business Business Headlines

Moneyweb shares strategies and stock picks from five well-known market commentators and investment professionals. Moneyweb BuyingStock

In this, the second part of a two-part feature, Moneyweb shares strategies and stock picks from five well-known market commentators and investment professionals. The question was simply where they would invest R5 million today. Two possible time horizons were offered: a three-year view and an eight-year one . The final proviso in this hypothetical situation is that the amount could be invested in shares or exchange-traded funds , funds, or other asset classes.

My sense is that while China may have more crackdowns coming, it will be in other sectors, not tech. This still poses risks to the tech stocks as they own so many other businesses. I think a crackdown on healthcare is coming and Tencent, for example, has interests in that space, but these are small compared to its main operations and holdings. Locally I am bullish, especially if the China tech story plays out as per above. Banks still offer some value and I also like property.

 

Thank you for your comment. Your comment will be published after being reviewed.
Please try again later.
We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more:

 /  🏆 5. in BUSİNESS

Business Business Latest News, Business Business Headlines

Similar News:You can also read news stories similar to this one that we have collected from other news sources.

The Cristal Challenge: SA’s favourite stocks for 2022Fund managers pick five winners, but warn real decisions need a bigger portfolio and longer time horizon The way my 5 year old son looks at me with hunger😭💔. I've been struggling to find any employment and we slept hungry for two days now😔. I'm a man and I have my pride, but I'm also a father. Please assist us with mealie meal,we'll eat it with sugar water🙏🏻.
Source: BDliveSA - 🏆 12. / 63 Read more »