Sean Peche on power of executive culture: Japan's corporate advantage, SA Govt's obvious deficiency

Loading player...
Leading global fund manager Sean Peche has a rational perspective on why the Rand has tanked in the past week - it lies primarily with the deficiency in the SA Government's executive culture, laid bare through the arms-to-Russia scandal. Peche explains that to use an investment analogy, the "share price" of a country is its currency; and "management" the political leadership. He contrasts the disastrous performance of South Africa's government (and hence the Rand) with the inherent potential of investing into Japanese corporates (and Tokyo-listed shares). He spoke to Alec Hogg of BizNews. Learn more about your ad choices. Visit megaphone.fm/adchoices
15 May 2023 6AM English South Africa Investing · Business News

Other recent episodes

Boardroom Talk: RIP RW Johnson - leaving a huge hole in your nation's heart

In today's Boardroom Talk, Alec Hogg confirms the death of RW Johnson, one of South African political writing's sharpest and most combustible voices, and reflects on a decade of working with him: the audiobook that started it, the necrotising fasciitis he refused to let slow him down, the Steenhuisen column…
22 Jul 5AM 19 min

Unlocking High-Yield Private Debt: The Jaltech Income Opportunities Fund

Join the leadership team at Jaltech for an exclusive overview of the new Jaltech Income Opportunities Fund - a spin-off from their highly successful Section 12J investment strategy. Designed to target structured debt funding for established, mid-sized South African businesses, this fund addresses an unserved niche left open by traditional…
24 Jul 5AM 29 min

BN Daybreak: Zille on Joburg's last chance; AI stock warnings; Cape gangs; Civic tech

In today's BizNews Daybreak, Helen Zille warns Johannesburg faces its final chance to reverse municipal collapse. Heindrich Wyngaard explains why military presence alone cannot dismantle the Cape Flats' deep-rooted gang economy. Lance Dickson introduces "Ryze," a platform channeling public rage into organized civic action. Finally, Sean Peche cautions investors against…
23 Jul 11PM 15 min