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[TOP STORY] Bonang Mohale shares part of his investment journey

He liked what he saw in Purple Group, seeing the potential for a unicorn.

30 Aug 2021 3AM 9 min

Powell signals risk trade back on

Sanlam's Nick Kunze talks markets as Jerome Powell kicks the can down the road at the Jackson Hole conference. A look at Bonang Mohale's Serialong Trust as it converts a Purple Group loan into 11.46% shares in the group. Andrew Waller, Grindrod CEO, unpacks results as the commodity and agri…

30 Aug 2021 1AM 25 min

[TOP STORY] Sibanye-Stillwater results sparkle; Woolworths falls short

Numbers from ‘the dividend leader in the resource sector in SA,’ and the retailer which still misses the mark in its fashion and beauty offerings.

27 Aug 2021 2AM 6 min

More value to unlock in York Timber

Kruger International's Mia Kruger on Woolies results as the food division continues to drive profits. Ian Lourens, CEO of Onelogix, talks results after a tough year. Small Talk Daily's Anthony Clark on the boardroom wheeling and dealing in York Timber, can it unlock value?

27 Aug 2021 1AM 21 min

[TOP STORY] Adcock Ingram out with June year-end results

CEO Andy Hall describes some of the ‘swings and roundabouts’ as the company weathers the Covid pandemic.

26 Aug 2021 2AM 6 min

37% of Souths Africans own shares

Nedbank's Preston Narainsamy talks about DRD results and Massmart buying OneCart. Adcock Ingram CEO Andy Hall on company results as it gets squeezed by the pandemic. Kylie Purcell of Finder as its research shows 37% of South Africans directly own shares.

26 Aug 2021 1AM 20 min

[TOP STORY] Global dividends are back

‘I feel quite confident that from where we are now we are going to reach those pre-pandemic highs within the next 12 to 18 months’: Jane Shoemake from Janus Henderson.

25 Aug 2021 2AM 6 min

Patience needed for local tourism reboot

Sasfin's Nesan Nair talks the Sun International trading update and the re-opening of the local tourism sector. Maarten Ackerman of Citadel on the latest unemployment data as it hits 34.4%. It is completely structural, how do we fix this? Jane Shoemake of Janus Henderson unpacks the rebound in global dividends.

25 Aug 2021 1AM 20 min

[TOP STORY] What makes Jackson Hole such a significant US event?

This is a chance for everyone to come together, express policy preferences, economic concerns, financial risks and...for the head of the Fed, Jerome Powel, to provide policy direction: Dr Adrian Saville – investment specialist, Genera Capital, and Gibs professor.

24 Aug 2021 2AM 6 min

24 Aug - Strong SA Inc trading updates

Anchor Capital's Deryck Janse van Rensburg takes a look at the Shoprite and M&R updates. Ronny Katz, CEO of Workforce Holdings as results show a return to profits and Dr Adrian Saville of Genera Capital on the upcoming Jackson Hole conference. What is it and why does it matter?

24 Aug 2021 12AM 20 min

[TOP STORY] Impending Jackson Hole Fed meeting keeps markets on edge

Clarity is sought on the Fed’s tapering of quantitative easing and the Delta variant possibly leading to further lockdowns: Petri Redelinghuys – Herenya Capital Advisors.

23 Aug 2021 4AM 5 min

23 Aug - KAP Industrial diversification pays off

Petri Redelinghuys of Herenya Capital Advisors on the US$ index breaking higher as the rand trades above 15 for the first time since March. KAP Industrial CEO Gary Chaplin on year-end results as sector diversity benefits the group. Stanlib's Tarryn Sankar unpacks the dynamics of managing credit risk through a…

23 Aug 2021 12AM 21 min

[TOP STORY] ARB Holdings: record numbers for year to June

The electrical, lighting, and now solar supplier benefits since ‘any real infrastructure project has some element of electrification', says CEO Billy Neasham.

20 Aug 2021 4AM 5 min

20 Aug - Taper tensions worrying markets

FNB's Chantal Marx talks markets as they collapse. Is this the end of the commodity run or just another FOMC minutes temper tantrum? Riaz Haffejee, Metair’s CEO, on the company's best ever half-year results. ARB Holdings CEO Billy Neasham chats a record dividend as booming home improvements drive profits.

20 Aug 2021 1AM 19 min

[TOP STORY] Are South Africans not looking enough at offshore exposure?

‘There is a natural bias towards the US, but that may not always be the case going forward’: Prandhana Naidu from Melville Douglas.

19 Aug 2021 4AM 6 min

19 Aug - Good Tencent results, but concerns remain

Rand Swiss's Viv Govender unpacks the JSE's system issues and Tencent results. Bheki Mkhize, of FNB Wealth and Investments Solutions, as it issues a series of ETNs to benefit from clean energy and water conservation. Prandhana Naidu, co-fund Manager of the Melville Douglas Global Equity Fund talks managing an offshore…

19 Aug 2021 1AM 18 min

[TOP STORY] Is services where Apple’s next leg will come from?

‘If you're a user of Apple devices, it's going to make sense to have that Apple One subscription,’ with $80 billion in free cash flow per year for the company: Henry Biddlecombe from Anchor Capital.

18 Aug 2021 2AM 4 min

18 Aug - Pfizer's investment case

RMB's Matete Thulare unpacks BHP's excellent results. Keith McLachlan, Integral Asset Management, on why Pfizer is his preferred global healthcare stock. Anchor's Henry Biddlecombe asks whether Apple can double in value from here.

18 Aug 2021 1AM 19 min

[TOP STORY] Litigation funding as an alternative investment

Taurus Capital seeks opportunities to fund plaintiffs in legal cases with a high probability of success, anticipating a five times return for investors: Gary Sweidan.

17 Aug 2021 2AM 7 min

17 Aug - Legacy systems hold back incumbent banks

Anchor's Martin Smith Anchor on Sasol and Absa results. Hamish Houston of Network International talks about the challenges traditional banks are facing. Gary Sweidan of Taurus Capital unpacks litigation funding as an alternative investment option.

17 Aug 2021 1AM 21 min