Market Watcher: Grappling with reality

Loading player...
Kearabilwe Nonyana of EA Capital discusses how the day’s market moves undid yesterday's growth and the reasons behind the sell-off, FirstRand’s interim results, inflation and its impact on Impala Platinum's costs, and the latest numbers out of AB InBev.
2 Mar 2023 12PM English South Africa Business · News

Other recent episodes

[FULL SHOW] Fuel relief, R6.9bn Saldanha deal, and new commission for SOEs

This evening, we wrap up market movements with Umthombo Wealth, unpack the new special economic zone deal with Freeport Saldanha, explore why structured investments are gaining popularity with Liberty Investment Propositions, look at the new commission set to oversee state-owned entities with Gibs, and discuss parliament’s Standing Committee on Special…
8 Oct 1PM 53 min

Market Watcher: Focus on the fundamentals

Talya Ginsberg of Umthombo Wealth unpacks the JSE’s winners, including Sasol, as Brent crude oil prices remain above $100, a global equity sell-off and geopolitical tensions. She also looks at the stronger performance of resource stocks and the solid fundamentals underpinning government bonds, US dollar strength and the rand as…
8 Oct 1PM 6 min