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Podcast: WorldWide Markets with Simon Brown
Episode: JSEDirect 164: Iron Ore Wars & Q&A with Tshepo Modiba
Description: Q&A with Tshepo Modiba, Head of Equities at Seriti Asset Management
Top down vs. bottom up investing
Benchmarking
Discounted Cash Flow
Investment themes
Investing into Africa
We Get Mail
John
I share your enthusiasm for ETFs and have noted your liking for the BBET40 fund. I am however puzzled as to why this has performed relatively poorly in comparison to the ALSH, TOPI and SATRIX 40 particularly from the middle of 2012 until late 2014. Can you shed any light as to why this has been the case?
Morne
I've been reading up on the TFSA accounts and...