EPISODE · Apr 17, 2024 · 9 MIN
A new capex supercycle
from Ninety One | The Big Picture
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.
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A new capex supercycle
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