HomeResource HubEquity ExplorerFairtree Equity Explorer | Semiconductor Equipment Companies | Episode 12
Equity Explorer

Fairtree Equity Explorer | Semiconductor Equipment Companies | Episode 12

24 March 2026, 15:22 Ashin Daya
min read Guides
decor-img
decor-img

Transcript

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.

loader

"*" indicates required fields

Agreement*
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
decor-image

FAIRTREE INSIGHTS

You may also be interested in

Explore more commentaries from our thought leaders, offering in-depth analysis, market trends and expert analysis.

report thumbnail
Market Insights Market Insights
Jacobus Lacock author image Jacobus Lacock

Macro Pulse Episode 31

In this episode, Jacobus discusses how the Middle East ceasefire and shifting oil prices are impacting global and emerging markets.

Read more
Macro Pulse Episode 31
report thumbnail
Market Insights Market Insights
Jacobus Lacock author image Jacobus Lacock

Macro Pulse Episode 29

In this episode, Jacobus discusses Finance Minister Godongwana’s conservative budget, infrastructure investment, and the stability of the GNU.

Read more
Macro Pulse Episode 29
report thumbnail
Market Insights Market Insights
Jacobus Lacock author image Jacobus Lacock

Macro Pulse Episode 30

In this episode, Jacobus discusses how the two-week ceasefire provided much-needed relief to emerging markets, exploring its impact on falling oil prices and the potential for South Africa to maintain economic stability.

Read more
Macro Pulse Episode 30