Premium: The real value of Davos – insights to help us reshape investment portfolios

One of my mentors, former ABSA CEO Dr Danie Cronje, told me an overseas trip could be worth months of formal university study. Open eyes and ears to what's around you, he said, and you'll absorb perspectives easily missed when living in our geographically- and often intellectually-isolated corner of the world..After my experiences of the past two weeks, Danie's words ring truer than ever. Seeing buoyant business activity in the UK and Switzerland came as a jolt after SA's all-too-apparent economic stagnation. Overlay a Covid-imposed absence of three years and exposure to extraordinary ideas and people during the WEF meeting in Davos, and the impact has been explosive..___STEADY_PAYWALL___.I'll share details at noon tomorrow during our monthly webinar updating the BizNews portfolios (click here or on image above for the most recent one). If your diary permits, please book to join this interactive, Premium-member-only event. If not, watch out in this newsletter tomorrow where I'll post a link to the recording..You need to pre-register for tomorrow's webinar here: https://attendee.gotowebinar.com/register/3511960409192279309.More for you to read today:.How to Weather This Stock Market Storm. For some Main Street investors, this year's decline doesn't feel like a calamity. It feels like an opportunity.The Tech Crash Could Be a Talent Bonanza for Big Tech. After years of fighting to keep engineers and other sought-after employees from leaving for rivals or buzzy startups, big tech companies are increasingly attractive for hard-to-find tech workers. And in case you missed it, RW Johnson sends a warning to politicians who don't control their borders (think ANC v ActionSA) in his excellent recent piece: Think carefully about immigration. .NB FOR YOUR WALL STREET JOURNAL ACCESS….As a Premium subscriber you are entitled to full membership of wsj.com (normal price $29 a month). Be sure to action your access through the Premium link on the BizNews website. Because of The Wall Street Journal's credential requirements, be sure to create a password which has at least 8 characters and includes at least one letter and one number – NB it MAY NOT contain any special characters (ie #, !, @ etc). To maintain access to WSJ.com, you MUST enter our partner's website via BizNews Premium at least once a month. A final PS, if you had previously signed up for WSJ you'll need to clear the cookies from your device. Our help desk can assist – support@biznews.com..If you'd like to help sustain our independent voice, why not share the love by making a gift that keeps giving? Click here to access the BizNews Premium subscription signup form, and be sure tick the relevant box. At R100 a month and inclusive of full membership of The Wall Street Journal, it's a mind-expanding gift at an incredibly modest price.

Premium: The real value of Davos – insights to help us reshape investment portfolios

Related Stories

Meet Tshepo Mahloele – Big Capitec shareholder, ABSIP’s “CEO of the Decade” now accused by Holomisa as kingpin of corrupt network

PREMIUM: Making of a great editor – the George Palmer playbook

Premium – BizNews global portfolio: ASML joins – so does Adobe as Bull takes hold again

Alec Hogg: Helen Zille predicts SA choice will be DA or EFF