[TOP STORY] In 2022 Anchor Capital has been sifting through the tech wreckage
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Netflix has been the absolute standout in terms of losing – fund manager David Gibb.
Other recent episodes
[TOP STORY] Younger buyers not skimping on car insurance
Naked Insurance co-founder Sumarie Greybe looks at how affordability and greater options are reshaping motorists’ choices.
Nvidia circular deals cloud exceptional results
Analysis of Nvidia’s latest results and what the numbers signal for the AI boom. We also look at how affordability and younger buyers are changing the choices South African motorists make.
[TOP STORY] Does economic data matter at all in the current market?
Jameel Ahmad from GTCFX notes: ‘This is the first year I’ve known where headlines have driven the market’.
Gold Fields has a Ghanaian headache
Analysis of improving business debt conditions in SA, and whether economic data still matters in today’s markets.
[TOP STORY] What really drives returns on the JSE?
‘I think genuine diversification really comes from holding different sources of return, not simply focusing on sector labels’ – Chetan Ramlall, portfolio manager, STANLIB Asset Management.