Stock picks from top SA market watchers and money managers

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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.

 

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