The inflows make the rand stronger, meaning we may not have the expected interest rate hikes.— Kokkie Kooyman, Denker Capital
How does the Turkey coup, after Brexit, leave emerging markets as an investment destination?
The Money Show’s Bruce Whitfield interviewed portfolio manager at Denker Capital Kokkie Kooyman.
Scroll down for quotes from the audio below.
Investors are starting to realise that Europe and the UK are in trouble. Emerging markets are beginning to look attractive.— Kokkie Kooyman, Denker Capital
Emerging market demographics and continued urbanisation are creating its own growth dynamic.— Kokkie Kooyman, Denker Capital
We benefit due to indexing.— Kokkie Kooyman, Denker Capital
We’re still facing a downgrade in December due to our low growth rate.— Kokkie Kooyman, Denker Capital
Even after the coup; we’ll probably add some exposure to Turkey.— Kokkie Kooyman, Denker Capital
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