‘I want to see Naspers just disappear. With all due respect, there's no reason why Naspers should still be holding Prosus’: says Schalk Louw from PSG Old Oak
17 Mar 2022 2AM
English
South Africa
Business News · Business
‘Instead of trying to be particularly right on something, I think it's more important to prepare for those different potential outcomes' – Sean Neethling, Head of Investments at Morningstar.
Zimele Mbanjwa from FNB Wealth & Investments unpacks Absa's trading update. The stock looks cheap, but the market clearly didn't like what it saw. Ruen Naidu from Ninety One discusses what a new Fed chair with a hawkish stance and a structural reform agenda could mean for markets. Sean Neethling…
‘One of the biggest risks in choosing benchmarks is that you don't match what you actually want as an objective’ – Satrix Quantitative Portfolio Manager Siyabulela Nomoyi.
Independent analyst Jimmy Moyaha unpacks the Naspers and Prosus results as Takealot delivers an adjusted Ebitda profit – but is the story still all about Tencent? Invicta CEO Steven Joffe joins us to discuss results showing 50% of revenue now comes from offshore operations as tough local trading conditions persist…
The best opportunities which we fund are when there's cross-collaboration between faculties – and that's when you really get something unique. Wayne Stocks, Stocks & Strauss.
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