Market Watcher: On the edge

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Makwe Masilela of Makwe Fund Managers discusses the day’s market moves, Asian markets, the US labour market and elections, interest rates, Anglo disposing stake in Australian mine, Exemplar interims, the rand, and commodity prices.

4 Nov 2024 12PM English South Africa Business · News

[FULL SHOW] Energy procurement, WhatsApp scams, and offshore investment changes

This evening, we unpack the latest market movements with Otto1890, explore the new energy procurement programme with the Department of Electricity and Energy, examine PwC’s latest local mining report, discuss the implications of the Regulation 28 changes with Allan Gray, commemorate mark Cybersecurity Awareness Month by looking at digital fraud…

7 Oct 1PM 55 min

Government unveils new electricity procurement plan

Dr Kgosientsho Ramokgopa – Minister of Electricity and Energy

7 Oct 1PM 12 min

Market Watcher: Market patterns weigh on JSE performance

David Shapiro of Otto1890 discusses falling commodity prices, tensions in France, and Brent crude above $100 a barrel following energy supply disruptions. He looks at JSE losses, a weaker rand and geopolitical tensions around the Strait of Hormuz, as well as weaker US markets, rising Treasury yields and whether AI…

7 Oct 1PM 6 min

PwC report highlights mining investment and commodity pick-up

Vuyiswa Khutlang – Partner: Energy, utilities and resources, PwC

7 Oct 1PM 8 min

Changing Regulation 28: A solution looking for a problem

Thalia Petousis – Portfolio manager, Allan Gray

7 Oct 1PM 9 min