* . *
  • About
  • Advertise
  • Privacy & Policy
  • Contact
Saturday, October 4, 2025
Earth-News
  • Home
  • Business
  • Entertainment
    Al Roker Gives Olivia Dean an Unexpected ‘New Job’ on the ‘Today’ Show – Yahoo

    Al Roker Shocks Olivia Dean with an Exciting New Role on the ‘Today’ Show

    Books about the arts and some haunts for a Denton October – Denton Record-Chronicle

    Uncover Artistic Treasures and Spooky Adventures to Experience in Denton This October

    Taylor Swift Releases New Album The Life of a Showgirl : Listen and Read the Full Credits – Yahoo

    Taylor Swift Releases New Album The Life of a Showgirl : Listen and Read the Full Credits – Yahoo

    Toni Braxton Is Turning Her Biggest Hits Into Lifetime Movies – Yahoo

    Toni Braxton Is Turning Her Biggest Hits Into Lifetime Movies – Yahoo

    Major airline to offer new in-flight entertainment options for passengers – PennLive.com

    Major airline to offer new in-flight entertainment options for passengers – PennLive.com

    Penn State-Themed Restaurant and Entertainment Spot Happy Valley Live Set to Open in State College – StateCollege.com

    Penn State-Themed Restaurant and Entertainment Spot Happy Valley Live Set to Open in State College – StateCollege.com

  • General
  • Health
  • News

    Cracking the Code: Why China’s Economic Challenges Aren’t Shaking Markets, Unlike America’s” – Bloomberg

    Trump’s Narrow Window to Spread the Truth About Harris

    Trump’s Narrow Window to Spread the Truth About Harris

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Trending Tags

    • Trump Inauguration
    • United Stated
    • White House
    • Market Stories
    • Election Results
  • Science
  • Sports
  • Technology
    What the Recent Price Surge Means for Figure Technology Solutions After SEC Settlement – Yahoo Finance

    What the Recent Price Surge Reveals About Figure Technology Solutions Following SEC Settlement

    MAC Brings iPad Technology to Football Sidelines Across All 13 Member Schools – Sports Video Group

    MAC Brings iPad Technology to Football Sidelines Across All 13 Member Schools – Sports Video Group

    Technology Is Becoming More Important Than Humans In CX – No Jitter

    Technology Is Becoming More Important Than Humans In CX – No Jitter

    A Tech Expo Shows What China Can Make, but Not Who’ll Buy It All – The New York Times

    Inside China’s Tech Expo: Cutting-Edge Innovations Face Uncertain Demand

    Steampunk Metal Oval Technology Sense Sunglasses Personality Handmade Chain Multicolor Sunglasses UV400 – The San Joaquin Valley Sun

    Steampunk Metal Oval Sunglasses with Handmade Multicolor Chain – Bold UV400 Protection and Unique Style

    STELLA Automotive AI Appoints Fred Seidelman as Chief Technology Officer – Yahoo Finance

    STELLA Automotive AI Appoints Fred Seidelman as New Chief Technology Officer

    Trending Tags

    • Nintendo Switch
    • CES 2017
    • Playstation 4 Pro
    • Mark Zuckerberg
No Result
View All Result
  • Home
  • Business
  • Entertainment
    Al Roker Gives Olivia Dean an Unexpected ‘New Job’ on the ‘Today’ Show – Yahoo

    Al Roker Shocks Olivia Dean with an Exciting New Role on the ‘Today’ Show

    Books about the arts and some haunts for a Denton October – Denton Record-Chronicle

    Uncover Artistic Treasures and Spooky Adventures to Experience in Denton This October

    Taylor Swift Releases New Album The Life of a Showgirl : Listen and Read the Full Credits – Yahoo

    Taylor Swift Releases New Album The Life of a Showgirl : Listen and Read the Full Credits – Yahoo

    Toni Braxton Is Turning Her Biggest Hits Into Lifetime Movies – Yahoo

    Toni Braxton Is Turning Her Biggest Hits Into Lifetime Movies – Yahoo

    Major airline to offer new in-flight entertainment options for passengers – PennLive.com

    Major airline to offer new in-flight entertainment options for passengers – PennLive.com

    Penn State-Themed Restaurant and Entertainment Spot Happy Valley Live Set to Open in State College – StateCollege.com

    Penn State-Themed Restaurant and Entertainment Spot Happy Valley Live Set to Open in State College – StateCollege.com

  • General
  • Health
  • News

    Cracking the Code: Why China’s Economic Challenges Aren’t Shaking Markets, Unlike America’s” – Bloomberg

    Trump’s Narrow Window to Spread the Truth About Harris

    Trump’s Narrow Window to Spread the Truth About Harris

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Trending Tags

    • Trump Inauguration
    • United Stated
    • White House
    • Market Stories
    • Election Results
  • Science
  • Sports
  • Technology
    What the Recent Price Surge Means for Figure Technology Solutions After SEC Settlement – Yahoo Finance

    What the Recent Price Surge Reveals About Figure Technology Solutions Following SEC Settlement

    MAC Brings iPad Technology to Football Sidelines Across All 13 Member Schools – Sports Video Group

    MAC Brings iPad Technology to Football Sidelines Across All 13 Member Schools – Sports Video Group

    Technology Is Becoming More Important Than Humans In CX – No Jitter

    Technology Is Becoming More Important Than Humans In CX – No Jitter

    A Tech Expo Shows What China Can Make, but Not Who’ll Buy It All – The New York Times

    Inside China’s Tech Expo: Cutting-Edge Innovations Face Uncertain Demand

    Steampunk Metal Oval Technology Sense Sunglasses Personality Handmade Chain Multicolor Sunglasses UV400 – The San Joaquin Valley Sun

    Steampunk Metal Oval Sunglasses with Handmade Multicolor Chain – Bold UV400 Protection and Unique Style

    STELLA Automotive AI Appoints Fred Seidelman as Chief Technology Officer – Yahoo Finance

    STELLA Automotive AI Appoints Fred Seidelman as New Chief Technology Officer

    Trending Tags

    • Nintendo Switch
    • CES 2017
    • Playstation 4 Pro
    • Mark Zuckerberg
No Result
View All Result
Earth-News
No Result
View All Result
Home Business

BNC London: Sean Peche – Revitalising SA, bold ideas for economic renewal and turnaround

May 19, 2024
in Business
BNC London: Sean Peche – Revitalising SA, bold ideas for economic renewal and turnaround
Share on FacebookShare on Twitter

At the BizNews Conference in London, Sean Peche, the founder of Ranmore, captivated the audience with humour and sharp insights. Sharing his journey from a challenging flight to profound investment strategies, Peche emphasised the cyclical nature of markets and the importance of recognising value traps. Highlighting opportunities beyond North America, he proposed bold ideas for revitalizing South Africa’s economy through effective turnarounds and harnessing local entrepreneurial spirit. His engaging talk balanced investment wisdom with practical solutions, leaving attendees both entertained and enlightened.

Sign up for your early morning brew of the BizNews Insider to keep you up to speed with the content that matters. The newsletter will land in your inbox at 5:30am weekdays. Register here.

Watch here

Listen here

Summary of Sean Peche’s keynote address at the BizNews Conference in London

At the BizNews Conference in London, Sean Peche delivered an engaging keynote, mixing humour with investment wisdom. He emphasised the importance of understanding market cycles and seizing global opportunities, particularly outside North American large-cap growth stocks. Highlighting undervalued regions and the high-risk, high-reward nature of turnaround investments, he encouraged investors to harness collective business wisdom for economic improvement, especially in South Africa. Despite sharing a humorous account of his challenging travel experience, his speech provided practical advice, urging investors to explore beyond conventional markets for better returns.

Sean Peche’s PowerPoint Presentation

Edited transcript of Sean Peche’s keynote address ___STEADY_PAYWALL___

00:09 Alec, we need to discuss scheduling before BizNews in Humanas. Last time, on March 1, I shared the stage with Ian Cameron and noticed a significant viewership difference. While he had 97,000 views, I had only 2,000.

00:35 After hearing inspiring stories from GG and Warren, I’m reminded of the challenge ahead. Despite discussing P-E ratios after their captivating talks, I’ll do my best. Thanks, Alec, for having me. Flying back from South Africa this morning, I found myself in less-than-ideal seating, but here I am.

00:59 Today, I’ll touch on investment opportunities from a different angle and share insights on turnarounds, possibly applicable to South Africa. We could emulate the Tips for Trevor model, gathering business community wisdom for post-election proposals.

01:52 Let’s talk about market cycles using Seth Klarman’s insights. Capitalism thrives on cycles, self-correction being inherent. As trends shift, so do opportunities. For instance, considering Gigi’s toilet roll business, we might spot unconventional high-margin prospects.

03:16 History teaches us not to blindly follow past winners. Reflecting on Europe vs. North America in 2007 and subsequent years reveals the fallacy of such a strategy. It’s about playing the pendulum, not chasing yesterday’s victor.

04:15 Similar lessons emerge when comparing growth versus value, large versus small caps, and emerging versus developed markets. Each scenario highlights the danger of disregarding pendulum swings.

05:30 Today’s landscape favors North America, growth, large caps, and developed markets. However, this dominance might not persist indefinitely. Portfolio scrutiny is essential; diversification beyond conventional options is prudent.

06:27 Valuations offer crucial insights. Large-cap North American growth stocks may seem enticing, but are they worth the premium? We explore alternatives beyond North America, seeking value in overlooked regions.

07:25 Predicting market shifts demands foresight. Just as in sports, anticipate the puck’s movement. Redirecting investments towards emerging markets requires institutional support to drive substantial price shifts.

09:20 Transitioning to turnarounds, we acknowledge the inherent risks. Correcting course amidst fierce competition demands strategic leadership changes and a viable analysis of South Africa’s rich resource landscape.

10:47 Identifying South Africa’s strengths—resources, entrepreneurship, and cultural richness—guides our turnaround strategy. Governance, crime, and time become pivotal factors in reshaping the nation’s trajectory.

12:13 Proposing actionable ideas for South Africa’s revival sparks debate. From tax incentives for private security to road safety reforms, each suggestion aims to stimulate economic growth and social well-being.

15:31 Facilitating foreign investment and easing visa restrictions can invigorate South Africa’s economy. Retiree visas and tax incentives encourage wealth retention and attract global talent, fostering economic resilience.

18:49 Revisiting tax policies, we advocate for abolishing estate duty and donations tax, promoting wealth circulation and investment. Adjustments to capital gains tax rates and charitable donation allowances incentivize economic activity and social impact.

21:38 Embracing cashless transactions enhances tax compliance and economic efficiency, as witnessed in Greece’s post-crisis recovery. Instituting revenue taxes on high-energy users incentivizes energy efficiency and sustainability.

23:04 These proposals, though bold, aim to spark innovation and collaboration toward South Africa’s revitalization. Strategic implementation, guided by economic expertise, can transform ideas into tangible progress.

*The above transcript has been condensed and paraphrased for brevity and clarity, and may not capture the full context or nuances of the original speech delivered by Sean Peche at BizNews London Conference

Read also:

BNC London: Andrew Middleton – SA’s optimistic solar-powered future
BNC London: Paul O’Sulllivan – Will SA still be a great country in 2025?
BNC London: James Lorimer – Unlocking SA’s energy treasure trove of oil & gas discoveries

Visited 3 times, 3 visit(s) today

>>> Read full article>>>
Copyright for syndicated content belongs to the linked Source : BizNews – https://www.biznews.com/events/bnc/2024/05/19/bnc-london-sean-peche

Tags: businessLondonPeche
Previous Post

Cathy Buckle: Zimbabwe’s wilderness – A haven amid economic turmoil

Next Post

DE BEER – Election ‘24: MK & the ANC, The PA’s Western Cape war, “Rocky” MPC still a “team”

Mitochondrial genomes of Middle Pleistocene horses from the open-air site complex of Schöningen – Nature

Mitochondrial genomes of Middle Pleistocene horses from the open-air site complex of Schöningen – Nature

October 4, 2025
Scientists just cracked the mystery of why cancer immunotherapy fails – ScienceDaily

Scientists just cracked the mystery of why cancer immunotherapy fails – ScienceDaily

October 4, 2025
Global earthquake detection and warning using Android phones – Science | AAAS

Global earthquake detection and warning using Android phones – Science | AAAS

October 4, 2025
What Oil Is Really In Chick-Fil-A’s Fryer? Turns Out, It Depends On What You Order – Yahoo

What Oil Does Chick-Fil-A Really Use in Their Fryers? The Surprising Truth Behind Your Order!

October 4, 2025
What the Recent Price Surge Means for Figure Technology Solutions After SEC Settlement – Yahoo Finance

What the Recent Price Surge Reveals About Figure Technology Solutions Following SEC Settlement

October 4, 2025
Full-length Replay: Indonesia GP – FOX Sports

Experience the Full Thrill: Watch the Complete Replay of the Indonesia GP!

October 4, 2025
How the gathering of Israel is accelerating around the world – Church News

The Global Gathering of Israel: How It’s Accelerating Like Never Before

October 4, 2025
United States Economic Forecast Q3 2025 – Deloitte

United States Economic Forecast Q3 2025 – Deloitte

October 4, 2025
Al Roker Gives Olivia Dean an Unexpected ‘New Job’ on the ‘Today’ Show – Yahoo

Al Roker Shocks Olivia Dean with an Exciting New Role on the ‘Today’ Show

October 4, 2025
Holding Commercial Health Insurers Accountable – American Hospital Association

Holding Commercial Health Insurers Accountable – American Hospital Association

October 4, 2025

Categories

Archives

October 2025
M T W T F S S
 12345
6789101112
13141516171819
20212223242526
2728293031  
« Sep    
Earth-News.info

The Earth News is an independent English-language daily published Website from all around the World News

Browse by Category

  • Business (20,132)
  • Ecology (851)
  • Economy (871)
  • Entertainment (21,745)
  • General (17,408)
  • Health (9,914)
  • Lifestyle (884)
  • News (22,149)
  • People (873)
  • Politics (882)
  • Science (16,082)
  • Sports (21,372)
  • Technology (15,854)
  • World (854)

Recent News

Mitochondrial genomes of Middle Pleistocene horses from the open-air site complex of Schöningen – Nature

Mitochondrial genomes of Middle Pleistocene horses from the open-air site complex of Schöningen – Nature

October 4, 2025
Scientists just cracked the mystery of why cancer immunotherapy fails – ScienceDaily

Scientists just cracked the mystery of why cancer immunotherapy fails – ScienceDaily

October 4, 2025
  • About
  • Advertise
  • Privacy & Policy
  • Contact

© 2023 earth-news.info

No Result
View All Result

© 2023 earth-news.info

No Result
View All Result

© 2023 earth-news.info

Go to mobile version