Bradfield: Case for Telkom, Blue Label and tailwind for JSE via rotation to EM

Dylan Bradfield, portfolio manager at Sharenet, provides some excellent investment pointers, basing his view on the strong potential for a rotation of investment from US assets to Emerging Markets - including South Africa. Bradfield highlights the recent popularity of the JSE, driven by the weakening dollar and increased interest in retailers, insurers, and banks. He believes that South African stocks are highly attractive value propositions, with cheap fundamentals and the potential for a significant upward move as global markets allocate more capital to the country. Bradfield also provides the case for buying Telkom and Blue Label. He spoke to Alec Hogg of BizNews from the Latitude Aparthotel studio in Cape Town. - Alec HoggYour early morning brew of the BizNews Insider keeps you up to speed with the content that matters. The newsletter will land in your inbox at 5:30am weekdays. Register here - https://bit.ly/3lfVRYP.---Timestamps00:00 - Introductions00:39 - Dylan Bradfield on Fantasy Fund Manager01:57 - Bradfield gives his overall view of the South African market04:18 - On cheap SA stocks and the trajectory of the market04:49 - On Telkom07:50 - On Openserve10:02 - On Blue Label12:45 - On his approach to investing14:01 - On the US inflation rate and its impact on US stocks16:28 - How the US economy may affect the SA market17:52 - On being patient with your investments Learn more about your ad choices. Visit megaphone.fm/adchoices