Speaking to CNBC’s Karen Tso at the IMF Spring Meetings, Lesetja Kganyago, governor of the Reserve Bank of South Africa, discusses his country’s economy and what’s needed to improve the growth and inflation picture.
Per Lekander, managing partner at Clean Energy Transition, discusses the outlook for Tesla and explains why he doesn’t expect the stock to recover over the next two years. The portfolio manager has been shorting the stock since 2020.
Emmanuel Hauptmann, founding partner and head of systematic equities at RAM Active Investments, discusses Chinese AI, the outlook for chips and what is driving the strong increase in Chinese allocation.
Dr. Susan Galbraith, executive vice-president of oncology and R&D at AstraZeneca, discusses the healthcare giant’s $2.4bn acquisition of Fusion Pharmaceuticals.