“It's, of course, not a good time to sell, but I also warn (investors) that it is now selling at a big premium to its net asset value, ... So, it's six of one and half a dozen of another -- very difficult to say.”
“China and the U.S. have a very symbiotic relationship which will not decline any time soon. There are more shared interests as compared to shared differences and for this reason relations will continue to be good.”
“Commodity prices are being supported by healthy demand from countries such as China and India, but one must remember that it remains a cycle. Currently it looks like the cycle remains in the 'stronger for longer' position and South African companies are taking advantage of this.”
“There's no reason to sell, because earnings growth is keeping pace with share prices. We're in an amazing period of history for many of these markets.”
“Some people mistake his reticence to mean a lack of dynamism, ... He's been quiet because the spotlight has not been on him. I think Victor Li will surprise a lot of people with his ability.”