Fairtree Equity Explorer | Unpacking the smartphone landscape | Episode 9
Transcript
Topics
SUBSCRIBE
Subscribe to Equity Explorer
Receive invitations to our Equity Explorer sessions where Karena Naidu, Fairtree Global Investment Specialist, unpack equity topics with Fairtree’s equity analysts.
FAIRTREE INSIGHTS
You may also be interested in
Explore more commentaries from our thought leaders, offering in-depth analysis, market trends and expert analysis.
Macro Pulse Episode 39
In this episode, Jacobus discusses the shift in US Federal Reserve policy, rising long-term bond yields, escalating tensions in the Middle East and their impact on oil prices, and the potential implications of South Africa’s upcoming local government elections.
Global Equity Spotlight Episode 16
Explore what’s driving the emerging market rally, the role of technology and memory chips, and whether recent performance can continue.
Fairtree Equity Explorer | On-the-ground insights from the USA | Episode 17
Join us for a special travel edition of Equity Explorer as we unpack the key sectors and themes shaping the US market, from Healthcare to Defence, Semiconductors and Software. We’ll also explore evolving consumer trends across payments, goods and services, and share our team’s key takeaways from the trip.
About you…
By proceeding, I confirm that:
- To the best of my knowledge, and after making all necessary enquiries, I am permitted under the laws of my country of residence to access this site and the information it contains.
- I have read, understood, and agree to be bound by the Terms and Conditions and Privacy Policy.
Important notice: Please beware of fraudulent WhatsApp groups and social media accounts pretending to be affiliated with Fairtree or Fairtree employees.
If you do not meet these requirements, or are unsure whether you do, please click “Decline” and do not continue.