Business News Leaders

BUSINESS DAY TV | Podcast , ±9 min episodes every 16 hours |

Interviews with top CEOs and leaders shaping today's news stories alongside all the latest news that is impacting the markets, business and investments around the world.

A Tiso Blackstar Group Production.

Keywords: money, opportunity, business plan, business ideas, business news, income, financial news, industry news and views

ENGLISH South Africa Business · Business News

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FEB

1am

Bonds, budgets and bubbles

25 min

Are we in a stock market bubble? And if we are, what should investors do about it? Historically, it's always been hard to know how far a bull market can go. And value has proven to be a very weak read on which to lean, because value can go up and up. The nightmare for any value manager is Japan in 1989 when the price earnings ratio went to 65 times. It had never previously been over 25 until that cycle. But bond market moves this week have made investors nervous that the frothy parts of the market could be the first to go in panicked selloff. The scale of the selloff prompted Australia's central bank to launch a surprise bond buying operation to try and staunch the bleeding, helping yields there come off early peaks. If rates rise sooner than expected Tito's budget forecasts might have be tossed out the window. Michael Avery talks to Warwick Lucas Chief Investment Officer at Galileo Asset Managers & Raymond Parsons, professor in the School of Business and Governance at North West University about the week's market activity and the budget

FEB

1am

Why Discovery believes it’s well positioned for future growth

8 min

Discovery has been hard hit by market volatility with swings in the rand undermining the group’s hedging strategy and contributing to a 10% slide in interim profit. Despite this, the company says it’s well positioned for future growth. Business Day TV unpacked the results in greater detail with CEO Adrian Gore.

FEB

1am

Implats' earnings surge on the back of higher metals prices

4 min

Impala Platinum is looking to pursue growth opportunities after higher metals prices boosted interim headline earnings fourfold. Business Day TV unpacked the group's strategy and half-year results with CEO Nico Muller.

FEB

1am

Increased market activity gives JSE a boost

6 min

Increased market activity in 2020 gave the JSE's annual performance a boost. The bourse posted record revenue of R2.5 billion and 15% growth in headline earnings per share. Business Day TV spoke to CEO Leila Fourie for more detail on the performance.

FEB

1am

How SA could recover from a pandemic induced recession

7 min

For the South African economy to recover, immediate issues like the government wage bill, tax collection and managing debt have to be addressed. Finance Minister Tito Mboweni made the remarks in his Budget 2021 presentation. But a Nedbank CIB report says it may take the economy a few years to recover from what it calls a “pandemic-induced” recession. Business Day TV spoke to Nedbank CIB Research Analyst Reezwana Sumad.

FEB

1am

Budget Review – Wrestling the hippo

26 min

Government and ANC ideology are a perpetual constraint on business. Take mining for example, the flywheel of this economy. Electricity is the number one issue. The Mining Charter, transport and exploration are second-order issues. Instead of acting, we score more own goals. Against this backdrop, this felt like a no-nonsense sort of budget. There were no grand analogies with hardy drought resistant aloes or harking back to Manuel’s plums. There was also no mention of Eskom’s debt. But in the main, a budget that delivers reduced bond issuance, some small tax relief as opposed to the feared tax increases, and offers some more detail on PPPs and broader reorientation of government spending to more productive areas with higher fiscal multipliers, should be welcomed. Michael Avery speaks to Annabel Bishop, Investec Chief Economist; Peter Attard-Montalto, head of capital markets research at Intellidex; And Keith Engel, the Chief Executive of SA Institute of Tax Professionals; about the good the bad and the ugly of the 2021 Budget.

FEB

1am

Dissecting Mboweni's spending plans 2021

7 min

Finance minister Tito Mboweni has delivered the national budget and Business Day TV's Alishia Seckam caught up Treasury's Deputy Director-General Ismail Momoniat to discuss government's spending plans.

FEB

1am

How the rand reacted to the national budget presentation

4 min

Business Day TV' Alishia Seckam spoke to RMB currency analyst Varushka Singh for perspective on the rand's reaction to the national budget presentation.

FEB

1am

Imperial Logistics prepares to exit its EU operations

5 min

In an attempt to further implement its ‘Gateway to Africa’ strategy, Imperial Logistics plans to dumps its international business. Business Day TV's Alishia Seckam discussed the strategy shift with Imperial Logistics’ CEO, Mohammed Akoojee.

FEB

1am

Why higher iron-ore prices are working in Kumba's favour

8 min

Higher iron ore prices and favourable currency effects has Kumba Iron Ore in a free cashflow position of over close to R21 billion - up 21% and that's despite production declines during its annual period. Shareholders will reap of the benefits. A final cash dividend of over R41 per share has been declared bringing the total payout to almost R61 - up by 30%. Company's CEO, Themba Mkhwanazi talks to Business Day TV's Alishia Seckam to discuss the group's annual performance in greater detail.

FEB

1am

Harmony posts profit surge, reinstates dividend

5 min

Higher gold prices and an increase in production has landed Harmony Gold in a sweet spot. The miner has reported a more than threefold rise in interim profit and reinstated its dividend. The last time the firm made a pay-out to shareholders was in 2017. Business Day TV's Alishia Seckam spoke to CEO Peter Steenkamp, for his assessment of the performance

FEB

1am

Beginning of a turnaround for Sasol?

8 min

Sasol's turnaround strategy is starting to bear fruit. Tight cost controls helped the chemicals group reduce debt and has allowed it to abandon a planned rights issue. Business Day TV's Alishia Seckam spoke to Fleetwood Grobler, CEO of Sasol for more.