Thungela update: ‘More positives than negatives’

Loading player...
Alex Duys from Umthombo Wealth on the Thungela update as production and sales are within guidance, but Transnet remains a worry
Sandile Malinga from M&G Investments offers insights into the process of multi-asset funds and their selection process.
ACTOM's Casbah Zwane on Eskom's development plan and its ability to create jobs and benefit local manufacturing.
13 Dec 2023 11PM English South Africa Business News · Business

Other recent episodes

China needs an AI boost to attract investors

China is lagging its global peers more than at any point in 25 years. PSG Old Oak’s Schalk Louw explains why. Coface’s Aroni Chaudhuri on the global outlook, the Iran conflict, and what it means for local GDP growth and inflation. Simon asks: Are Meta and xAI selling data centre…
10 Jul 1AM 22 min

Sun International: A bargain in plain sight?

Tourism continues to recover, but where's the investment opportunity? Faheema Adia from Momentum unpacks the latest tourism data, the outlook for local leisure stocks, and what Hyprop's accelerated bookbuild means for investors. Short sellers have been increasing their bets against South African retailers. Casey Sprake from AG Capital explains what's…
9 Jul 1AM 20 min