ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Market Moves and Portfolio Positioning - MacroSolutions Perspectives"
Episode Synopsis
Peter Brooke reflects on August as an interesting month for trends seen in Tesla leading the NASDAQ down on the back of the US and tech sector underperforming. In terms of our portfolios, we’ve tilted towards value in reflecting some of these extreme moves. Locally taking some profit in Naspers and adding to challenged banks about a month ago. Thanks for listening! Follow us on Linkedin.
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