Rising rates benefit bank margins

--:--
Lonwabo Maqubela from Perpetua Investment Managers talks the Nedbank and ArcelorMittal updates. Investec's Tertia Jacobs on the 7.4% June inflation figure and MPC rate decision later today. Keith McLachlan from Integral Asset Managers updates us on one of his preferred offshore stocks: Levi Strauss.
21 Jul 2022 12AM English South Africa Business News · Business

Other recent episodes

Strong results for Clicks despite tough trading environment

Mia Kriegler from Kruger International on Clicks's latest results and BHP's proposed takeover of Anglo American. Michael Jordaan, co-founder and chair of Bank Zero, unpacks the recently introduced deposit insurance in SA and how this could shake up local banking. Simon offers his thoughts on share price volatility in the…
26 Apr 12AM 22 min

Rand in for a bumpy ride ahead of elections

RMB's Matete Thulare asks how low the rand could go in the month ahead of the elections. Careen Mckinon from ooba Home Loans discusses the growing popularity of multi-generational living. Matthew Besanko from PwC South Africa on taxing e-commerce transactions across the continent.
25 Apr 1AM 21 min

[TOP STORY] Reflections on the markets in Q1 2024

Luigi Marinus of PPS Investments offers perspectives on a delayed Fed rate cut, big tech, outperforming DMs, financials under pressure, bonds’ day in the sun and opportunities in China.
24 Apr 2AM 5 min

Sasol concerns pile up

Kea Molefe from Trive South Africa on the Capitec results the market loved and the Sasol update which it hated. PPS Investments's Luigi Marinus talks trends from the first quarter and whether he expects them to continue in 2024. Dany Mawas, CEO of Finalto South Africa, stresses the necessity of…
24 Apr 1AM 21 min