Ninety One’s Du Toit Says S. African Riots to Dent Confidence

The transcript discusses the impact of recent events in South Africa on investor confidence and market stability. Despite challenges, 91 remains unaffected in the short term. The discussion covers market reactions, capital project delays, and community responses. It also analyzes stock market dynamics, foreign investment trends, and the Naspers-Prosus share swap. The conversation highlights a pandemic fund initiative and the growth in assets under management, emphasizing solid investment performance and future market preparations.

What is the significance of the €4 billion in Rand outflows mentioned?

What does the speaker imply about the nature of the recent unrest in South Africa?

How does the speaker view the future of the markets despite current challenges?