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Cy Jacobs, co-founder of 360NE, offered a deep dive into investment strategies and market insights during the Q&A session at the BNC#6 Conference in Hermanus. Discussing various topics, Jacobs shared his perspectives on companies like Tencent, Yourplay, Prosus, and Naspers in relation to the Chinese market. He also delved into investment opportunities in emerging markets like India and cautioned about the expensive valuation of companies like Discovery. Jacobs highlighted the risks and opportunities in Chinese tech companies, the impact of geopolitical tensions on investments, and the challenges and strategies involved in managing a hedge fund for consistent returns. His insights provided a comprehensive view of navigating global markets amidst geopolitical uncertainties and market dynamics. Video production by Patrick Kidd Buy tickets for the BizNews Conference in London on 15 May 2024. South Africa's May 2024 Election - Binary, but fraught with opportunity: https://www.quicket.com/events/253901... Your early morning brew of the BizNews Insider keeps you up to speed with the content that matters. The newsletter will land in your inbox at 5:30am weekdays. Register here - https://bit.ly/3lfVRYP. Join this channel to get access to perks: / @biznewstv