Do director dealings matter?

Loading player...
Chantal Marx from FNB Wealth & Investments unpacks directors’ dealings and whether investors should place much weight on insider buying or selling. Herman van Papendorp from Momentum asks whether the case for EM equities over DM still holds as the Iranian war rattles markets. And Robert Gwerengwe, CEO of Wesbank, looks at how consumers are responding to last week’s heavy fuel increases – and whether last year’s vehicle trends are still carrying into 2026
8 Apr 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] SA Reit returns drop sharply

Ian Anderson from Merchant West Investments weighs in on the local Reit sector’s response to the war in Iran spooking markets, and some increased demand for office space.
14 Apr 3AM 7 min

Quick profit-taking can shield portfolios in choppy markets

Petri Redelinghuys from Herenya Capital Advisors unpacks how he navigates the fog of unreliable war-time information when making investment calls. Ian Anderson from Merchant West Investments weighs in on the local Reit sector after a sharp 12.3% drop in March – is this a buying opportunity or a warning sign?…
14 Apr 1AM 20 min

As US earnings season kicks off, guidance is key

Nick Kunze from Sanlam Private Wealth asks whether markets are adjusting to the war amid failing peace talks. Keith McLachlan of Element Investment Managers weighs up stock-based compensation – the good, the bad and the very ugly. Manpreet Gill from Standard Chartered unpacks the inflation data, with no real surprises,…
13 Apr 1AM 21 min