Episodios

  • [TOP STORY] A peek into the crystal ball regarding the US elections

    [TOP STORY] A peek into the crystal ball regarding the US elections
    Jul 26 2024
    Democrat and Republican policies differ significantly on tax, import tariffs, legal issues and big tech.
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    8 m
  • British American Tobacco results surprise to the upside

    British American Tobacco results surprise to the upside
    Jul 26 2024
    FNB's Wayne McCurrie discusses results from Anglo American and British American Tobacco. Joe Klopper from Independent Securities analyses market impacts of a Democratic or GOP win in November and offers stock picks. Simon shares insights on using net asset value to evaluate banks and Reits.
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    21 m
  • [TOP STORY] The unique features of multi-asset income funds

    [TOP STORY] The unique features of multi-asset income funds
    Jul 25 2024
    Stanlib's Sylvester Kobo explains that these funds within the fixed-income space give the fund manager flexibility to ‘really shift asset allocation’ based on prevailing market conditions.
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    5 m
  • Balwin pivots to rental model as sales struggle

    Balwin pivots to rental model as sales struggle
    Jul 25 2024
    Odwa Magwentshu from Trive South Africa discusses Balwin's shift to a rental model alongside their sales model and provides an update on Vodacom. Stanlib's Sylvester Kobo explains multi-asset income funds and their unique features. Benay Sager from DebtBusters shares insights from their 3rd annual money stress survey, highlighting that women and youth are under the most financial pressure.
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    20 m
  • [TOP STORY] Where there's disaster there's often opportunity

    [TOP STORY] Where there's disaster there's often opportunity
    Jul 24 2024
    Peregrine Capital CEO Jacques Conradie thinks ‘there's quite a bit of opportunity still in the SA small and mid-cap space, which has been unloved for quite a long period of time’.
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    7 m
  • Kumba echoes Sasol; sees Transnet improvements

    Kumba echoes Sasol; sees Transnet improvements
    Jul 24 2024
    Independent analyst Jimmy Moyaha discusses the Kumba Iron Ore results and its significant dividend payout. Jacques Conradie, CEO of Peregrine Capital, explains how they are positioned to benefit from the long-term rally in the global natural resources sector. Lebo Thubisi, deputy CIO of Alexforbes Investments, introduces the launch of the AF Infrastructure Impact Fund-of-Funds.
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    22 m
  • [TOP STORY] Sasol's stabilising strides

    [TOP STORY] Sasol's stabilising strides
    Jul 23 2024
    The 2024 average for the full year versus 2023 on something like mining productivity looks a bit flat. But at the fourth quarter it's particularly strong ... This is a sign of healthy progress: Meryl Pick – OMIG head of equity research.
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    7 m
  • Mr Price update shows continued momentum

    Mr Price update shows continued momentum
    Jul 23 2024
    Chantal Marx from FNB discusses the South32 update, which is mostly positive aside from the Worsley Alumina news.
    Meryl Pick of Old Mutual Investment Group breaks down the largely positive Sasol production update.
    Richard Carter from Allan Gray comments on the new Pension Funds Amendment Act that has been signed into law.
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    20 m