Mohammed Nalla is one of the most highly respected macroeconomic market analysts to emerge from South Africa. He’s launched Moe-Knows, a macroeconomics knowledge platform. Now living in Canada, he layers a global perspective on top of his emerging markets expertise.

Together, The Finance Ghost and Moe-Knows have multiple years of experience across practically every asset class. In Magic Markets, we unpack market trends and share our insights in a way that will help you grow your knowledge.

In Episode 2: China’s Electrical Storm, we give context to the Chinese ecosystem and the way regulation evolves within that environment, which is especially relevant to investors after the Ant Group listing and IPO was pulled at the eleventh hour. In the second half of the show, we consider China’s attractiveness as a market for electric vehicle manufacturers like Tesla.

Use the podcast player below to listen:

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2 Comments

  • Atholl
    Posted Dec 2, 2020 at 4:54 pm 0Likes

    Thanks guys, I’m enjoying the Podcast. One thing on Tesla that you didn’t discuss – one of the reasons for their 15x Revenue multiple. They are working on self driving and approaching it as a software problem. If they get this right they charge $6000 for a self driving package which is pure profit. Arguably this makes them different from a traditional auto company. I do think Tesla’s software driven approach will differentiate them from traditional auto manufacturers but I’m still not sure it justifies the current valuation.

    • Posted Dec 3, 2020 at 5:49 pm 0Likes

      Interesting angle! I still personally have my doubts about self-driving in general but perhaps the world will surprise me. I agree with you though – valuation still looks rich even if that turns out to be a success.

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