The Investment Perspective, with Ninety One

The price is (finally) right?

Markets are a game of probabilities, and John Biccard thinks investors are mispricing them. In this episode, he unpacks why South African banks may offer compelling value, why the case for gold still glitters, and what 25 years of value investing has taught him about conviction, misperception, and timing. Is value finally getting its moment in the spotlight?

29 Aug 2025

24 minutes

John Biccard
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