Square Pharmaceuticals in Bangladesh is favoured by Allan Gray

--:--
Portfolio manager Varshan Maharaj explains that, as a least-developed nation, the company has
exemption from patent restrictions and currently is trading on under 10 times earnings.
25 Oct 2021 2AM English South Africa Business News · Business

Other recent episodes

Transaction Capital's unbundling now under water

Independent analyst Jimmy Moyaha on the Afrimat update and a red wave sweeping markets. Purple Group CEO Charles Savage shares insights on the company's robust performance and return to profitability. Zeph Nhleko from DBSA sheds light on the debut of their African Journal of Infrastructure Development.
17 Apr 1AM 23 min

BRICs fast growth a boon for commodities

As the LME bans Russian-origin metals, aluminium, copper, and nickel are set for gains. But where should you invest? South32, BHP Group, or an ETF? Petri Redelinghuys of Herenya Capital Advisors shares insights. Lyle Sankar from PSG Asset Management explains why the definition of risk matters for fixed-income investors. Momentum…
16 Apr 1AM 20 min