Business News Leaders

Delisting crisis requires capital markets reform

South Africa’s capital markets are in a state of existential crisis. And I don’t say that flippantly. 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,…

13 Apr 2022 7AM 28 min

China urges listed firms to buy back shares

The Chinese government is urging long-term investors to buy more equities and encouraging large shareholders of listed firms to increase their holdings. The efforts are in a bit to stabilise a stock market that that is taking a hard knock from the Covid-19 outbreak. Business Day TV caught up with…

12 Apr 2022 1PM 7 min

Rand digests US inflation print

The rand held steady below the R15 mark to the dollar. The local unit’s performance comes despite US inflation hitting a 40-year high of 8.5% in March, further supporting the Fed's aggressive policy stance to contain rising pricing pressures. Business Day TV discussed this with RMB’s John Cairns.

12 Apr 2022 12PM 5 min

Capitec's annual earnings soar as client base expands

A growing client base and continued growth in digital banking gave Capitec’s year-end performance a boost. The lender’s reported an 84% jump in headline earnings per share and it has more than doubled its total dividend payout, along with declaring a special dividend of R15. Business Day TV unpacked the…

12 Apr 2022 12PM 7 min

How brands can manage purpose and profits as inflation bites

Stage 2 loadhsedding rears its head just before winter, as we’ve just swallowed another 9% tariff hike from Eskom, with the UN warning of runaway global food prices, unseen since 2011, and with the pandemic still lurking in the background, its fair to say that all of us have had…

12 Apr 2022 8AM 26 min

Manufacturing production slows in February

South African manufacturing output has eased. Production rose by tepid 0.2% year on year in February, following the previous month’s 2% lift. The performance was largely due to by contractions in the motor vehicles, parts and accessories category and the petroleum, chemical products, rubber and plastic products grouping. Business Day…

11 Apr 2022 12PM 7 min

Price tag could derail third party access to Transnet Freight Rail bidding slots

Price is front and center for those looking to get a slot on Transnet Freight Rail's network. Sixteen slots are up for the taking from private bidders at a price tag of R600 million per slot for a 24-month contract - a price tag which may derail third party access…

11 Apr 2022 12PM 8 min

Trade of the week

Join Independent Analyst Loyiso Mpeta, as he takes us through what the charts are telling him about Glencore and Cashbuild.

11 Apr 2022 11AM 4 min

The Week In Perspective

Stocks headed for a weekly loss on Friday as the prospect of aggressive global rate hikes finally began to rattle investors, while bonds fell and the dollar looked set for its best week in a month. Federal Reserve policymakers are ready to start cutting the central bank's asset holdings from…

8 Apr 2022 7AM 26 min

Renewable energy players welcome new green energy demand

Minerals & Energy Minister Gwede Mantashe recently opened bid window 6 of the government's renewable energy programme. The move, which seeks to procure 2,600MW from independent power producers to help prevent load shedding stage 2, has been welcomed by the industry,Business Day TV spoke to Davin Chown, Board Member of…

7 Apr 2022 1PM 14 min

Dipula Income Fund to simplify its share structure

Dipula Income Fund’s shareholders have voted to collapse its dual share capital structure into a single class of ordinary shares from next month. Business Day TV spoke to CEO Izak Petersen, and discussed the opportunities this move would unlock.

7 Apr 2022 1PM 7 min

Merger and Acquisition activity slows in Q1

Global M&A activity has started easing, with transactions slowing close to 36% in the first quarter to $216.67 billion. Business Day TV discussed whether the same trend is playing out in Africa with the CEO of Deal Leaders international, Andrew Bahlmann.​

7 Apr 2022 1PM 7 min

Animal Spirits

Michael Avery and Chris Holdsworth, chief investment strategist at Investec Wealth and Investment discuss the animal spirits

7 Apr 2022 8AM 25 min

Are investment holding companies falling out of favour?

The investment holding company model is under scrutiny, as a number of companies had to contend with high share price discounts. Firms like RMI and PSG have decided to abandon the structure and unbundle the stakes it owns in firms it had initially invested in, in an attempt to unlock…

6 Apr 2022 12PM 6 min

PGMs Industry Day kicks off amid supply concerns

The fifth edition of the annual PGMs Industry Day kicked off amid concerns that sanctions against Russia will impact global PGM supply. Business Day TV spoke to Phoevos Pouroulis, CEO of Tharisa Minerals who attended the event for his outlook on the market.

6 Apr 2022 12PM 7 min

Where does state of disaster leave employers?

The question on most employers minds after the National State of Disaster was lifted after two long years by the president on Monday evening is what’s next? As the government races to devise new measures for managing the coronavirus pandemic in order to lift the national state of disaster, health…

6 Apr 2022 7AM 25 min

South Africa's property sector disappoints in Q1

South Africa’s listed property industry has taken a knock, with the industry's index registering a 3% decline over the first quarter of 2022. Business Day TV unpacked the reasoning behind the performance with Stanlib's property analyst, Ahmed Motara.

5 Apr 2022 1PM 7 min

Oil rises on the prospect of fresh sanctions

The oil prices has edged upwards with the US and Europe preparing to impose more sanctions on Russia, following an escalation of the conflict between Russia and Ukraine. Business Day TV discussed this with RMB's commodities trader, Raymond Phillips.

5 Apr 2022 12PM 5 min

Farmers unlikely to feel full benefit of fuel levy cut

Treasury and the Department of Mineral Resources & Energy recently announced a reduction in the general fuel levy but farmers are unlikely to feel the full benefit of the cut, due to certain levy exceptions. Business Day TV spoke to Paul Makube, Senior Agricultural Economist at FNB Agri-Business for more…

5 Apr 2022 12PM 7 min

Corruption rot runs deep

The long journey of over 36 200 whistle-blowers in the fight against corruption in South Africa comes into focus in the 2021 edition of the Corruption Watch (CW) annual report published recently, Pushing for change, as the organisation commemorates 10 years since its establishment in 2012. The past decade reveals…

5 Apr 2022 7AM 19 min