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Podcast: WorldWide Markets with Simon Brown
Episode: JSEDirect 196: Positioning your portfolio for 2016
Description: Every year we end the JSE Power Hour series with a presentation from Simon Brown of Just One Lap in which he looks at his predictions for 2016 and how to position your portfolio accordingly. The video is below but we have included the audio only into this weeks JSEDirect.
Included in the presentation is;
Reviewing the 2015 predictions
Top stock picks for 2016
The South African economy (GDP growth, drought, recession?)
State of commodities, mining and when to buy them
Elections, unions and Eskom
US, EU and China
Bloodhound
and more
The PDF of the...