[TOP STORY] Leisure stocks, Reits, logistics, MTN and Thungela

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‘I would be very, very cautious about the [leisure stocks]. They have been the hardest hit over the pandemic, I think’: Carmen Mpelwane – Absa Asset Management.

8 Apr 2022 2AM English South Africa Business News · Business

[TOP STORY] Insights into SA’s asset management industry

Janina Slawski from Alexforbes notes that 2025 was amazing in terms of local equity returns and rand strength – a good story for local asset managers and investors.

10 Apr 3AM 7 min

US GDP takes a sharp tumble

US growth disappoints while inflation refuses to play along – Matete Thulare breaks down weak GDP and sticky PCE data still sitting well above target. Janina Slawski unpacks the December 2025 Manager Watch™️ Survey, with multi-managers steadily gaining ground in a shifting investment landscape. And Simon weighs in on the…

10 Apr 1AM 19 min

[TOP STORY] Purple Group enjoys six-month surge

CEO Charles Savage looks back over ‘operational leverage’, client growth and market resilience. ‘Each R1 spent now delivers R11 in revenue’.

9 Apr 2AM 7 min

Don’t expect a lower oil price any time soon

Oil holding firm – but no rush back to $60? Kea Nonyana from PrimeXBT unpacks the outlook, and whether markets simply grind higher from here. Purple Group CEO Charles Savage on results: operational leverage is kicking in as the business sharpens its client conversion strategy. And Sean Coleman, CEO of…

9 Apr 1AM 21 min

[TOP STORY] Investing through the Iran conflict market volatility

Momentum Head of Asset Allocation Herman van Papendorp expects ‘earnings growth momentum might be slightly slower than pre-Iran, but it's still going to be there, still going to be significant’.

8 Apr 3AM 8 min