[TOP STORY] Are you bullish SA Inc?

Loading player...

‘If there is remotely any whiff of positive South African sentiment from this GNU – and it does look like a reasonably positive outcome – small caps on the JSE stand to benefit’, reckons Keith McLachlan of Integral Asset Management.

1 Jul 2024 2AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Gold price rally: Are we witnessing history repeat itself?

Meryl Pick from Old Mutual Investment Group offers insights into the current fluid state of the gold market and ‘possibly where gold is heading in the medium to short term’.

17 Apr 2AM 8 min

Are GNU concerns preventing a stronger rand?

Matete Thulare RMB talks the rand: If the GNU with both DA and ANC holds, could we see rand strength? Meryl Pick from OMIG on the not-so-wild idea that gold could reach $4 500. Simon's thoughts on what qualifications you need to get into the investment industry.

17 Apr 12AM 20 min

Will tariffs impact China’s 5% GDP growth target?

Prescient's Tian Pan mulls China's response to the trade war, saying: ‘What's encouraging is that on the Chinese side it appears all of their responses seem well planned in advance’.

16 Apr 2AM 8 min

Markets still worried even with tariff pause

Petri Redelinghuys from Herenya Capital Advisors on whether the selling is over or if he is still being cautious. Prescient's Tian Pan on China's response so far to the tariffs and whether they could come out stronger. Chipo Masawi from Absa CIB on their February Merchant Spend Analytics Report.

16 Apr 12AM 21 min

[TOP STORY] Used-car valuations: Time for an update?

Kriben Reddy, CEO of Kredo Mobility, explains how trade and retail worth are currently determined.

15 Apr 1AM 8 min

All episodes