Reinet discount attractive for investors
You can also listen to this podcast on iono.fm here.
Nick Kunze from Sanlam Private Wealth discusses Reinet’s NAV update, highlighting its significant trading discount, and comments on the sell-off following Foschini’s trading update. Rory Kutisker-Jacobson of Allan Gray explains sentiment swings and why they are trimming exposure to SA Inc stocks.
Guests on today’s show:
Nick Kunze: Sanlam Private Wealth
Rory Kutisker-Jacobson: Allan Gray
#Reinet #discount #attractive #investors
