David Shapiro from Sasfin Securities and Martin Smith from Anchor Capital talk to Business Day TV
David Shapiro from Sasfin Securities chose to look offshore as his stock pick and Martin Smith from Anchor Capital chose Prosus.
Smith said: “I agree with David around offshore equities at the moment. I think that is where I’m looking but ... we maybe get a bit of a bounce out of the JSE stocks and the same time let the rand recover and then it would be better off in dollar terms.”
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