Episodios

  • [TOP STORY] What happens to money that leaves the financial system?

    [TOP STORY] What happens to money that leaves the financial system?
    May 10 2024
    Hawken McEwan, director of compliance at DocFox, explains the tracking of funds following suspicious financial transactions.
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    8 m
  • Sappi and KAL doing their best despite tough conditions

    Sappi and KAL doing their best despite tough conditions
    May 10 2024
    Mia Kriegler from Kruger International talks results from Sappi and KAL, both of which saw cost savings boosting earnings.
    Hawken McEwan of Compliance DocFox discusses the importance and benefits of Fica in a regulated world.
    Simon offers his thoughts on what it would take to get SA Inc stocks rallying.
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    21 m
  • [TOP STORY] CMH delivers 14% dividend yield despite a challenging year

    [TOP STORY] CMH delivers 14% dividend yield despite a challenging year
    May 9 2024
    European vehicles are almost priced out of the market, and China and India are making quality vehicles often at really attractive prices: CEO Jebb McIntosh.
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    6 m
  • AB InBev sees strong operational leverage

    AB InBev sees strong operational leverage
    May 9 2024
    Matete Thulare from RMB comments on the unexpectedly robust Q1 2024 results of Anheuser-Busch InBev, which were positively received by the market. Jebb McIntosh, CEO of CMH, discusses the results from a challenging period but highlights a substantial dividend yield. Brian Irvine from Investec talks about addressing the infrastructure funding gap across the rest of the continent.
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    21 m
  • [TOP STORY] There is a surprising comeback in SA’s office sector

    [TOP STORY] There is a surprising comeback in SA’s office sector
    May 8 2024
    John Jack of Galetti Corporate Real Estate discusses office rental reversions, the demand for non-premium space, corporate semigration and industrial investment in solar power.
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    7 m
  • Gold Fields’s costs soar as production collapses

    Gold Fields’s costs soar as production collapses
    May 8 2024
    Independent analyst Jimmy Moyaha on the Gold Fields trading update, which saw costs soaring while production fell. Sebastian Pillay of FNB introduces the launch of new ETNs on the JSE, tracking Nvidia, Eli Lilly, Palo Alto, and Booking Holdings. John Jack, CEO of Galetti Corporate Real Estate, on four factors driving the return of local office demand.
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    20 m
  • [TOP STORY] The local Bond Index has performed slightly better than equities

    [TOP STORY] The local Bond Index has performed slightly better than equities
    May 7 2024
    ‘I think the concept of bonds is misunderstood at times, which is quite unfortunate. They're a very important asset class’: Siyabulela Nomoyi – quantitative portfolio manager, Satrix.
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    7 m
  • Redefine seeing green shoots in some office regions

    Redefine seeing green shoots in some office regions
    May 7 2024
    Independent analyst Carmen Mpelwane talks the local Reit sector as it struggles with vacancies, high rates and inflation. Andrew König, Redefine CEO, on results as interest costs rise 14.1% and office continues to struggle. Satrix's Siyabulela Nomoyi discusses bonds, with the Namibian Bond ETF in the spotlight.
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    21 m