British American Tobacco offers a strong hedge for a resilient portfolio

Loading player...
Alex Duys of Umthombo Wealth on markets as Naspers and Prosus have another strong day and Nampak gets a debt extension. PwC's Lullu Krugel on the economic outlook for SA for the rest of 2022. Olebogeng Ramatlhodi from Deloitte Africa on how the African Continental Free Trade Area could mitigate a worse economic impact due to Covid-19.
6 Jul 2022 12AM English South Africa Business News · Business

Other recent episodes

Another great year for local Reits

Keillen Ndlovu, independent property analyst, on another standout year for the local Reit market. Discounts to NAV have narrowed – but are the yields still compelling for investors? Harris Gorre of Grovepoint Investment Management on US private credit: a noisy yet resilient year for middle-market direct lending, where volatility unlocked…
19 Dec 12AM 17 min

Local retail a mixed bag in 2025, but is there value?

Izak Odendaal from Old Mutual Wealth Investment on the inflation and interest-rate outlook for 2026 – and why SA’s long-awaited green shoots are finally starting to surface. Chantal Marx of FNB Wealth and Investments breaks down retail in 2025: clothing under strain, food flat, vehicle sales unexpectedly robust – and…
18 Dec 12AM 20 min

[TOP STORY] A good time to be a farmer in SA

Wandile Sihlobo from the Agricultural Business Chamber of SA looks back on 2025 crops, widespread foot-and-mouth vaccination, tariffs and the need for export diversification.
17 Dec 2AM 8 min