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Let The Bullets Fly – China’s regulatory crackdown and the impact on tech counters

On Friday (30 July), Anchor CEO Peter Armitage moderated an Anchor webinar entitled Let The Bullets Fly – China’s regulatory crackdown and the impact on tech counters, during which guest speaker Lillian Li, a world renowned Chinese tech expert, gave her views on the recent regulatory crackdown in China and its impact on Chinese tech counters. Anchor Fund Manager and Analyst Mike Gresty also discussed the impact of the crackdown on Tencent, which is the primary driver behind the Naspers/Prosus shares.

Should you wish to find out how Anchor can assist you in implementing the thoughts and ideas discussed in this webinar, please contact your wealth manager or email invest@anchorcapital.co.za



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WEBINAR | The Navigator – Anchor’s Strategy and Asset Allocation, 2Q24

Anchor CEO and Co-CIO Peter Armitage will host the webinar, provide an introduction to current global and local market conditions and give his thoughts on offshore equities. Together with Head of Fixed Income and Co-CIO Nolan Wapenaar, Pete will also discuss Anchor’s strategy and asset allocation for 2Q24, focusing on global equities and bonds. In addition, Fund Manager Liam Hechter will provide insights into local equities, highlighting some investment ideas; Global Equities Analyst James Bennet will discuss Ferrari and give an update on Tesla, and finally, Analyst Thomas Hendricks will participate in a Q&A with Peter, explaining the 10-year US Treasury to attendees.