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Podcast: WorldWide Markets with Simon Brown
Episode: #231: Making sense of SENS
Description: Simon Shares Local GDP came in better then expected and importantly positive, so no technical recession. Manufacturing and mining were the strong sectors but we need a lot more very strong quarters to get out of the bad spot we find ourselves in and a down grade is still very much on the cards in December. Discovery (JSE code: DSY) has so many moving parts but for me the key is Vitality is now in 14 markets around the world. I remain a happy shareholder albeit they've done very little over the last year or so. We have a...