Market Watcher: Context is key

This evening we look at the markets with Sasfin, we speak to the Government Employee Pension Fund and Emira Property Fund on their respective financials, Allan Gray joins us to discuss including consumer-facing companies in your investment portfolio, and in our Executive Lounge segment we speak to Township Entrepreneurs Alliance…

Kamal Govan – Portfolio Manager, Allan Gray

Musa Mabesa – Principal Executive Officer, GEPF

Bulelani Balabala – Founder, Township Entrepreneurs Alliance

Geoff Jennett – Emira Property Fund