2023: Maybe not as bad as it feels

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Reko Nare from Anchor Capital on where he’s looking for value on the JSE into 2024.
Keith McLachlan Integral Asset Management on Transaction Capital results as they shift strategy.
Old Mutual’s Johann Els on negative Q3 GDP data, are we on track for a technical recession?

6 Dec 2023 12AM English South Africa Business News · Business

[TOP STORY] Unpacking Sappi’s financial and operational outlook

End-March 2026 interims reflect a battle with tariffs, currency and cost surges –CEO Steve Minnie.

8 May 3AM 8 min

Gold Fields cost increases a concern

Matete Thulare of Investec weighs in on the update from Gold Fields – production up, but so are costs – should investors be concerned? Sappi CEO Steve Binnie on half-year results that saw write-down and tough trading conditions. Plus, Simon's thoughts on recent hyperscalers results that saw Remaining Performance Obligations…

8 May 1AM 19 min

[TOP STORY] SA vehicle sales zoom ahead despite bumpy 2025

'We are seeing the composition moving more towards the Chinese vehicles' – Wafeeqah Lagerdien, Futuregrowth Asset Management.

7 May 3AM 6 min

Disney and Ferrari results: Any more value?

Kieran Witthuhn of Anchor Capital weighs in on Disney and Ferrari's latest results, the market response, and if he’s seeing value? Futuregrowth Asset Management's Wafeeqah Lagerdien on local vehicle sales and the debt market. Plus, Damon Sivitilli of Vantage Debt Management on young South Africans becoming the fastest-growing debt grouping.

7 May 1AM 19 min

[TOP STORY] Rebuilding investment strategies for the AI era

Marriott CIO Duggan Matthews explains why boutique firms now have a real advantage thanks to AI-driven agility and smarter workflows.

6 May 2AM 5 min