In this episode of the Denker Capital podcast, Nigel Barnes speaks with Barry de Kock and Kokkie Kooyman from our global financials team. Fresh from a research trip to Mexico, Brazil and Argentina, Barry shares insights into the fast-growing fintech sector, the opportunities among the region’s banks, and what it all means for investors. The discussion then broadens to the positioning of the Denker Global Financial Fund, how the team is thinking about shifting from past winners into new areas ...
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In this episode of the Denker Capital podcast, Nigel Barnes speaks with Barry de Kock and Kokkie Kooyman from our global financials team. Fresh from a research trip to Mexico, Brazil and Argentina, Barry shares insights into the fast-growing fintech sector, the opportunities among the region’s banks, and what it all means for investors. The discussion then broadens to the positioning of the Denker Global Financial Fund, how the team is thinking about shifting from past winners into new areas ...
Global financials: Does the market have some catching up do to?
The Denker Capital podcast
22 minutes
3 years ago
Global financials: Does the market have some catching up do to?
It’s the 31st of August 2022, and we’ve just come out of results season for the global financial sector. In this episode our head of business development, Nigel Barnes, speaks to members of our global financials team who share their feedback from their recent company engagements. Looking at company fundamentals and valuations – investors are currently spoilt for choice in this sector.
The Denker Capital podcast
In this episode of the Denker Capital podcast, Nigel Barnes speaks with Barry de Kock and Kokkie Kooyman from our global financials team. Fresh from a research trip to Mexico, Brazil and Argentina, Barry shares insights into the fast-growing fintech sector, the opportunities among the region’s banks, and what it all means for investors. The discussion then broadens to the positioning of the Denker Global Financial Fund, how the team is thinking about shifting from past winners into new areas ...
