I chatted with OUTsurance CEO Marthinus Visser after their results asking about a few big picture issues. How do they manage the climate change risks? Are consumers shopping down on their insurance and how’s Ireland doing?I asked Viv Govender from Rand Swiss if the JSE is investable? He largely said not. A small market with no new age tech stocks and even the markets darling, Shoprite*, has only done some 50% over the last five years.
I spoke with Dr Roelof Botha about the latest Afrimat Construction Index which slipped slightly in Q4. He also commented on the Sarb and their overly high rates that he says is hindering growth locally as real rates are amongst the highest in the continent.The hard versus soft landing debate is not going away and I spoke with Attila Kadikoy of Levantine & Co about positioning your portfolio for either event.