[TOP STORY] Chinese stimulus is coming as the real estate sector is being de-leveraged
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After a recent visit, Faisal Rafi of RisCura reflects on aspects of the global giant’s economic recovery.
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.