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Podcast: WorldWide Markets with Simon Brown
Episode: #258: The risks for Capitec*
Description: Simon Shares Our banks are now being downgraded by S&P and Fitch, this is to be expected. Tongaat*, I have been buying and now have full allocation. Still my preferred second tier portfolio pick. Taste selling jewelry and doubling down on international food brands with another rights issue coming. Japan, worth investing in? Upcoming events JSE Power Hour: Listed property instead or buy-to-let * I hold ungeared positions. Capitec* - should we worry? Lots of concern abut rising bad debts and how this will impact Capitec. They identify three risks; market...