A new capex supercycle

Ninety One | The Big Picture - A podcast by Ninety One - Tuesdays

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Business

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.