BNC London: Peche Q&A - Value investing and global diversification amid market volatility

[@IsmaelNxala]

Second level thinking on the Election would be, Cape Independence gaining even more steam due to things going down hill in SA, the result would lead to the birth of a brand new market inside of Africa eventually, many existing companies dealing in the wake of SA’s turmoil would see huge growth such as Industrial companies moving away from SA towards the Cape for a more stable and pro capitalist environment whilst retaining a foothold in Southern Africa. Construction companies building housing for the inevitable influx of South Africans seeking greener pastures, and public transportation companies also gaining a lot of additional clients due to the influx of said migrants, of course this would all take years to come to fruition but wen it does, the Cape of Good Hope would explode with investment opportunities all round🫶

[@IsmaelNxala]

Another scenario would be, Things go down hill in SA, resulting in a huge increase in demand for private security, independent water/electricity, growth in demand for gated communities, Increase in demand for private schooling and most importantly a massive growth in the small business sector nation wide, as people are forced to create their own paycheques due to lack of job opportunities🫶

[@obySedgefieldgemofourgardenrou]

Kaypee,currency would be that kicker,surely wc has enough hard currency inflow to handle rsa imports,that a big revenue driver

[@felicitymabudusha4761]

Alec are you paying for advice you are asking from Sean?

[@hannesviljoen]

Where is Sean’s second level thinking on Trump and USA?

[@obySedgefieldgemofourgardenrou]

ZAR.holding value,amazingly,robust resilient as ever,bokke like.