Did the Budget strike the right chord?
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Thalia Petousis – Portfolio manager, Allan Gray
Other recent episodes
[FULL SHOW] Remgro results, Investec restructures, and Sanral targets roadside businesses
This evening, we dive into the latest market movements with Otto1890, we speak to Investec SA about its business restructuring, Corusca Consulting and Gibs discuss current relations between the US and SA, Outa examines proposed amendments to Sanral’s rest and service facilities (RSFs) along national roads, we look at enterprise…
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David Shapiro of Otto1890 runs us through the day,s developments as geopolitical tensions continue to keep markets volatile, covering equities, the rand, gold and oil prices, and the sectors where he is finding value.
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Carel Vosloo – CIO, Remgro
Investec restructures SA business
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