JSEDirect 196: Positioning your portfolio for 2016

Every year we end the JSE Power Hour series with a presentation from Simon Brown of Just One Lap in which he looks at his predictions for 2016 and how to position your portfolio accordingly. The video is below but we have included the audio only into this weeks JSEDirect.

Included in the presentation is;

Reviewing the 2015 predictions

• Top stock picks for 2016
• The South African economy (GDP growth, drought, recession?)
• State of commodities, mining and when to buy them
• Elections, unions and Eskom
• US, EU and China
• Bloodhound
• and more

The PDF of the presentation is here and if you'd rather watch the video is here.

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JSEDirect is an independent broadcast and is not endorsed or affiliated with, nor has it been authorised, or otherwise approved by JSE Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.