Business News Leaders

Digging into SA’S mining sector

As the world’s suits in hard hats descend on the Cape Town International Convention Centre for the first in-person Mining Indaba in two years, much has changed in the commodity landscape. But sadly, in SA not much has changed. The South African mining industry is nowhere near getting a new…

10 May 2022 8AM 25 min

Trade Of The Week

Join Independent Analyst, Loyiso Mpeta as he shares technical analysis on the Dollar Index and JSE All Share.

9 May 2022 2PM 5 min

Investing in African Mining Indaba kicks of

The Investing in African Mining indaba takes place at a time when the Fraser Institute has highlighted that South Africa has lost its investment appeal. Business Day TV spoke to Henk Langenhoven, Chief Economist at the Minerals Council SA about changes needed in the sector to improve investor sentiment.

9 May 2022 1PM 7 min

Capco and Shaftesbury confirm merger talks

British landlord, Capital & Counties has confirmed that is in talks with property group Shaftesbury about a merger estimated to be worth £3.5 billion, which will bring Covent Garden and Chinatown under a single owner. Business Day TV caught up Stanlib Property Analyst Ahmed Motara for his analysis on the…

9 May 2022 1PM 8 min

Trade Of The Week

Join Independent Analyst, Loyiso Mpeta as he shares technical analysis on the Dollar Index and JSE All Share.

9 May 2022 1PM 2 min

Animal Spirits

The South African (SA) stock market fell for only the third time in the past 18 months in April, as risk appetite soured globally. There were few places to hide on the local bourse, though coal exporter, Thungela, continued to benefit from surging global energy prices, with the stock up…

9 May 2022 7AM 27 min

The Week In Perspective

A day after celebrating the Federal Reserve’s signal that it wouldn’t be making any big moves, traders woke up on Thursday deciding that the central bank will struggle to fight high inflation amid the lingering threat of a recession. In a sharp about-face, investors sold stocks, bonds and cryptocurrencies on…

6 May 2022 7AM 25 min

Oil prices rise on supply concerns

Oil prices have continued to rise on supply concerns, with the European Union revealing plans for new sanctions against Russia. Business Day TV spoke to David Elmes from the Warwick Business School for further insight.

5 May 2022 12PM 7 min

Aspen's Gqeberha vaccination plant faces closure

Aspen Pharmacare may have to shut its Gqeberha vaccination plant, which is meant to supply vaccines to the broader continent, due to a lack of vaccine orders. Business Day TV spoke to Stavros Nicolaou, Senior Executive on Strategic Trade at Aspen for more detail.

5 May 2022 11AM 6 min

Equites boosted by resilient markets in SA and the UK

Equites Property Fund has described its annual performance as ‘exceptional’. The firm’s reported a near 8% rise in net asset value per share and has upped its annual distribution per share by 5.2%, as it managed to retain tenants by keeping its vacancy rates low. Business Day TV caught up…

4 May 2022 1PM 7 min

Rand recovers from near 5-month low

The rand has recovered from a near five-month low, as investors await the Fed’s policy announcement. Business Day TV discussed the moves playing out in the currency scene with TreasuryOne’s Andre Cilliers.

4 May 2022 1PM 6 min

May the 4th be with you - Investment case for Disney

It has been 10-years since Disney acquired Lucasfilm, the studio that produces Star Wars and the Star Wars franchise remains a force to be reckoned with, as the brand is estimated to be worth $68 billion. Business Day TV spoke to Investment Analyst at Anchor Capital, Henry Biddlecombe for more…

4 May 2022 12PM 7 min

Serious intervention needed to fix capital markets

South Africa’s capital markets are in a state of existential crisis. Yes, there is a global trend towards fewer listed companies with the rise of private markets but in South Africa the delisting deluge is acute. 25 companies delisted from the JSE in 2021, with just seven new listings in…

4 May 2022 7AM 27 min

CMH delivers profit jump

Combined Motor Holdings has delivered a strong annual performance. The vehicle dealership owner’s revenue grew 30% during the period and its headline earnings per share more than doubled, supported by cost cutting measures. Business Day TV unpacked the company's results with CEO Jebb McIntosh.

3 May 2022 2PM 6 min

Global private equity market remains strong in 2022

Global private equity inflows have shown no sign of decelerating. Last year firms accumulated $737 billion in investor capital and analysts expect this trend to continue in 2022. Business Day TV caught up with RMB Venture's Co-Head, Andrew Aitken and discussed whether the trend is also playing out in South…

3 May 2022 2PM 5 min

SA factory activity hit by KZN floods

Business activity, new sales orders and export sales in the manufacturing sector are under pressure as a result of the floods in KwaZulu-Natal. The impact is reflected in the Absa’s PMI data for April, which shows a decline to 50.7 points from 60 points previously - a level last seen…

3 May 2022 2PM 7 min

ANC closes loophole in step-aside rule ahead of December elective conference

The ANC wants all its members to be above reproach. The party's decision-making body has closed the loophole in its step-aside rule, which previously allowed those facing criminal charges to run for office and simply step aside from official duties once elected. Business Day TV spoke to Political Analyst Rebone…

28 Apr 2022 1PM 7 min

Sarb moves closer to establishing a digital currency

The South African Reserve Bank is actively experimenting with digital currency as it plans on introduce a ‘digital rand’. Business Day TV discussed the feasibility of the plan with Luno’s Global Head of Payments, Louis van Staden.

28 Apr 2022 1PM 5 min

Clicks delivers a healthy set of interim results

Clicks is giving shareholders a reason to smile. South Africa's largest pharmacy group has hiked its interim dividend by 26%, as market share gains and a bump from the Covid-19 vaccination drive helped it deliver a 9% rise in turnover and a 26% increase in headline earnings per share. Business…

28 Apr 2022 12PM 7 min

Thematic Investing: The World Is Not Enough

Commodities have had their best start to a year since WWI on the back of continued supply chain disruptions and the ingoing war in Ukraine amongst other drivers. But if you thought this ere of scarcity was only being driven by these issues you’d be sorely mistaken as a recent…

28 Apr 2022 8AM 21 min