TFG update confirms it as the clothing retail gold standard

Independent analyst Jimmy Moyaha unpacks The Foschini Group and Mediclinic updates. Investment specialist Adrian Saville talks US rates and Q2 GDP data that confirms the US is in recession. Simon offers his warning of waiting for a bottom in the market.
29 Jul 2022 12AM English South Africa Business News · Business

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The power of economic data for investors

Citadel's Bianca Botes on the macro data she’s watching most closely and concerns for the rand as we started the year around R17/US$. Shane Packman from Morningstar SA on the investment case (and risks) for locally listed Reits. Kavi Pather of EY Africa on their CEO Survey showing two thirds…
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Shoprite vs Spar: 'Better to pay more for quality'

Gary Booysen of Rand Swiss on Capitec's decent results, but high valuation, and Spar's Poland exit and trading update. Absa CIB's Bohani Hlungwane shares insights on the crisis of foreign currency liquidity shortages in many African countries. And, Simon's thoughts on getting exposure to high yielding US government bonds.
29 Sep 12AM 20 min