[FULL SHOW] Results from the GEPF and Emira, consumer staples as an investment pick, and an executive lifting others

Loading player...
This evening we look at the markets with Sasfin, we speak to the Government Employee
Pension Fund and Emira Property Fund on their respective financials, Allan Gray joins us to
discuss including consumer-facing companies in your investment portfolio, and in our Executive
Lounge segment we speak to Township Entrepreneurs Alliance founder Bulelani Balabala on his
career, supporting the township economy, and how he spends his downtime.
13 Nov 2024 12PM English South Africa Business · News

Other recent episodes

[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

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