Ninety One’s Sangeeth Sewnath unpacks how the elections will impact South African markets

In this Smart Money with Alishia Seckam interview, Ninety One’s Sangeeth Sewnath unpacks what causes bear markets in South Africa.

In 2008, he became the Global Head of Product Development and was responsible for developing and enhancing investment capabilities offered to advisors and institutional investors.

Sewnath was then promoted to Deputy Managing Director in 2013, and now guides Ninety One’s strategic direction and key client relationships in Africa.

Sewnath begins the interview by explaining the market implications of 2024 being the “year of the vote” – referring to the fact that half the world’s population is expected to cast votes in their respective countries’ elections.

He then discusses his expectations for the upcoming South African elections, based on research dating back to 1966.

Sewnath also unpacks the factors that are putting the market under pressure and potentially triggering a bear market.

He then outlines how investors can navigate these issues and how slowing growth impacts company earnings.

Sewnath concludes the interview by outlining where he currently sees investment opportunities.

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