A new capex supercycle - Ninety One | The Big Picture

What this episode covers

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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Frequently Asked Questions

How long is this episode of Ninety One | The Big Picture?

This episode is 9 minutes long.

When was this Ninety One | The Big Picture episode published?

This episode was published on April 17, 2024.

What is this episode about?

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....

Can I download this Ninety One | The Big Picture episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.