You can also listen to this podcast on iono.fm here.
Almost three weeks into the Iranian war, what’s the impact on global equity markets? Anchor’s Reko Nare unpacks the pressure points, with emerging markets taking more pain than developed peers. Tian Pan from Prescient China outlines the investment case for China – and what sets their new PANDA actively managed ETF apart. Plus, Johan Marnewick of STANLIB Asset Management joins us as the Khanyisa Energy Transition Fund reaches a first close of R5 billion.
Guests on today’s show:
Reko Nare: Anchor
Tian Pan: Prescient China
Johan Marnewick: STANLIB Asset Management
#China #beacon #opportunity #global #uncertainty