BizNews BizNews Radio

David Shapiro: Ninety One's awful timing - asset management horse has bolted

Loading player...
In the latest episode of Rational Radio, SA's favourite market commentator David Shapiro wonders whether the horse has bolted from the Investec Asset Management stable - questioning the poor timing of the renamed Ninety One's split from its mother ship. He is also unconvinced that SA's listed property stocks offer value, urging caution to bargain hunters, and explains why JSE-listed Ecsponent, whose share price has collapsed 80% in the past year, may well get away with reneging on R188m in preference share debt. - Alec Hogg Learn more about your ad choices. Visit megaphone.fm/adchoices
17 Feb 2020 12PM English South Africa Investing · Business News

Other recent episodes

Corné Mulder says SA could have a new government before 2029

South Africa just joined a short and unflattering list of countries facing individual US visa restrictions, and Freedom Front Plus leader Corné Mulder says he saw it coming from a manifesto launch stage days before it happened. He tells Alec Hogg why he thinks Cyril Ramaphosa's habit of avoiding decisions…
17 Sep 10AM 28 min

GG Alcock says SA's R1-trillion "informal" economy is anything but

South Africa's townships are not a side economy. According to GG Alcock, author of the Kasinomics book series, they're a trillion-rand-plus market that the country's biggest listed companies are already quietly fighting over, from Shoprite's cash-and-carry pivot to Capitec's entrepreneur accounts to Pepkor's handset financing. Alcock, who grew up in…
17 Sep 7AM 49 min

Solly Moeng: BOTH Cyril AND Mashatile are too ill to run the country

In their latest weekly chat, Chris Steyn and Political Commentator Solly Moeng talk about both President Cyril Ramaphosa and Deputy President Paul Mashatile having been declared unfit - because they are too ill - to perform official duties; the US the visa restrictions for certain - still unamed -government officials;…
17 Sep 6AM 16 min
All episodes