Expensive is the norm for high quality Capitec

--:--
Schalk Louw from PSG Old Oak dives into Capitec’s latest results – the stock’s not cheap, but the numbers and growth are hard to ignore. Keith McLachlan from Element Investment Managers chats about what to do when one of your stocks has run hard and suddenly makes up a big chunk of your portfolio. Dr Azar Jammine from Econometrix gives his take on the IMF’s downgrade of South Africa’s 2025 GDP forecast – and why it’s way below what Treasury is expecting.
24 Apr 1AM English South Africa Business News · Business

Other recent episodes

Stadio gets a boost from flailing public sector

Kieran Witthuhn from Anchor covers Stadio's strong update and the continued pressure on the iron ore price this year. Sanisha Packirisamy from Momentum unpacks how geopolitics could shape – or shatter – South Africa’s ESG trajectory. Simon shares thoughts on oil: while the future is uncertain, a higher price remains…
20 Jun 1AM 22 min

Why the time to revisit SA's inflation target is now

Analyst Jimmy Moyaha unpacks Vukile Property Fund's results and the added strain oil poses to already fragile global growth. Prescient’s Hannah de Nobrega weighs in on inflation targeting — is now a good time for a rethink, and what would that mean? STANLIB’s Sylvester Kobo shares insights on where the…
19 Jun 1AM 21 min