Looking at the bright side of the South African economy with Adrian Saville
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In today’s episode with my guest Adrian Saville, we focussed on the country’s economic attractiveness, driven by compelling yields on government bonds, stabilising inflation and a strategically undervalued rand. We also discussed the critical reforms and infrastructural improvements necessary to stimulate growth and create jobs. Saville (pictured below) also highlighted the specific investment opportunities in the mid-cap equity market, including the tourism and mining sectors, offering a comprehensive view of South Africa’s investment horizon. Saville is a seasoned executive with more than 25 years’ experience in capital markets and investment management. He was the founder and chief executive of Cannon Asset Managers, but sold the business to a listed company in 2021. He then joined a multi-family investment office, Genera Capital, where he was responsible for growing the firm’s market presence.Last year he decided to take a step away from that and focus on his professorship in economics, finance and strategy at the Gordon Institute of Business Science (GIBS).Tune into our conversation for a deeper dive into the political and economic prospects and challenges that lie ahead.