A new capex supercycle Ninety One | The Big Picture
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- Investering
A new capex supercycle is forecast to shape the next decade, driven by a fusion of factors. Join strategist Sahil Mahtani as he delves into the historical backdrop, identifies key drivers, and explains what it means for investors.
Hosted on Acast. See acast.com/privacy for more information.
A new capex supercycle is forecast to shape the next decade, driven by a fusion of factors. Join strategist Sahil Mahtani as he delves into the historical backdrop, identifies key drivers, and explains what it means for investors.
Hosted on Acast. See acast.com/privacy for more information.
9 min