Orbis’s Dan Brocklebank on Boris, paying Germany to borrow and NetEase

I enjoy interviewing Orbis's UK investment head Dan Brocklebank. He always makes me think differently. Something Dan may well have picked up from his mentor, the late Dr Simon Marais, who worked with him in London before moving to Sydney to establish Allan Gray in Australia. For instance, three years ago Brocklebank swam against the City of London tide by suggesting Brexit (a) might well happen and (b) might also be good for the UK. We didn't get into that discussion in this interview during the latest episode of Personal Finance Live, because the focus was on why Brocklebank isn't fretting about new UK PM Boris Johnson who was confirmed only minutes after he put down the phone. Also, there's a whole lot more to think about right now, that's more relevant to investors – like the fact that investors were effectively prepared to pay the German Bundesbank to acquire its zero coupon bonds last week. – Alec Hogg

An in-depth interview in investing with the UK head of Allan Gray's sister company Orbis. In this discussion Dan Brocklebank fleshes out his views – and ends up telling us why Chinese company NetEase is his favourite stock right now.

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