[TOP STORY] Many now realising the merits of being listed on A2X

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‘September this year was a new record for us and we're seeing our volumes hold nicely above the R3 billion level’: CEO Kevin Brady.

9 Dec 2022 2AM English South Africa Business News · Business

Echoes of the past: Japan’s bubble, the dot-com surge and today’s risks

Dan Brocklebank from Orbis Investments, Allan Gray’s offshore partner on what the monty hall problem can teach us about markets. From the Japanese bubble in the 1990’s through the dot com bust to the AI boom of today. Lessons and expectations for investors.

9 Jan 12AM 16 min

Transnet: From excellence to crisis – and the long road back

Olga Constantatos from Futuregrowth Asset Management on Transnet’s long slide from excellence to crisis – and whether rising rail and port volumes, plus a stronger capital structure, signal a genuine turnaround.

8 Jan 12AM 15 min

Domestic outlook improves, but global threats loom large

Bastian Teichgreeber from Prescient Investment Management on SA’s improving sentiment – and why it’s happening just as global risks ramp up.

7 Jan 12AM 14 min

Economic and political power is shifting eastwards

Prof Adrian Saville from the Gordon Institute of Business Science on the “age of fracture” – how global economic and political power keeps tilting from West to East, new alliances take shape, and why this shift extends far beyond President Trump.

6 Jan 12AM 17 min

Stafford Masie on understanding bitcoin treasury companies

Stafford Masie from Africa Bitcoin Corporation on the case for a bitcoin treasury company — how their model differs from Strategy Inc, and why being a first mover matters.

5 Jan 12AM 20 min

[TOP STORY] Many now realising the merits of being listed on A2X

Other recent episodes

Echoes of the past: Japan’s bubble, the dot-com surge and today’s risks

Transnet: From excellence to crisis – and the long road back

Domestic outlook improves, but global threats loom large

Economic and political power is shifting eastwards

Stafford Masie on understanding bitcoin treasury companies

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