Register: Think Big with Professor Abel Esterhuyse

Join Professor Abel Esterhuyse On the Think Big Series

Professor Abel Esterhuyse: Stellenbosch University Faculty of Military Science

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Previous Think Big sessions can be found via our YouTube channel.

FAQs

How does Middle Eastern conflict directly impact South African investors?

Primary impacts include fuel price inflation, supply chain delays as ships reroute around the Cape, and a general risk-off sentiment that typically weakens the Rand against the Dollar.

What is the "Price of Geopolitics" referred to by Prof. Esterhuyse?

It refers to the hidden costs of market uncertainty, including increased insurance premiums for shipping, higher energy costs, and the volatility tax paid when investors flee to safe-haven assets.

Why is military science relevant to financial planning?

Military science helps identify the strategic intent behind global conflicts. By understanding these long-term motives, analysts can better predict structural shifts in the global economy rather than simply reacting to short-term news cycles.

How should I adjust my portfolio during these times?

Professor Esterhuyse and PSG advisors suggest focusing on diversification. Rather than reacting to headlines, ensure your portfolio is weighted to withstand energy price shocks and currency fluctuations.