BNC#6 Cy Jacobs – Huge investment opportunities in SA and China [Video]

In an impromptu keynote speech at BNC#6 in Hermanus, Cy Jacobs highlighted challenges in beating passive indices and his optimism for investing in South Africa’s political climate. He emphasised the need for active management to outperform indices consistently. Jacobs also expressed positivity regarding the US election outcome and bullishness on Chinese tech companies due to valuation disparities and regulatory shifts. He identified potential opportunities in quality South African assets like Grindrod and Zeta.

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Summary of Cy Jacobs’s keynote address at BNC#6 in Hermanus 

00:07Good afternoon. I’ve got some good news and some bad news. The bad news is I had a presentation prepared, but I was told last night that presentations weren’t allowed, …