Red Sea closure no benefit to SA

Loading player...
Mia Kriegler of Kruger International on where she sees opportunity in offshore markets after a strong rebound in 2023.
Intergral Asset Management's Keith McLachlan shares insights on the small cap space locally and his listed small cap 'actively managed certificates’.
Denys Hobson of Investec discussing the issue of shipping companies avoiding the Red Sea, and whether there are opportunities locally or risks to supply chains.
10 Jan 2024 12AM English South Africa Business News · Business

Other recent episodes

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

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