Focus on near cash-flow generation – Fairtree

Loading player...
Independent analyst Carmen Mpelwane discusses Remgro's results as earnings plunge.
OUTsurance CEO Marthinus Visser shares insights on the short-term insurance sector as it adjusts to changing risks from climate change.
Fairtree Group CEO Kobus Nel on what it takes to be the country’s top fund manager and managing local volatility.
20 Mar 2024 1AM 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