Can Top40 at all-time highs hold into 2023

--:--
With the Top40 trading just off all-time highs, driven in large part by Richemont and Naspers/Prosus, Jimmy Moyaha looks at holding these stocks in 2023. Richard Carter of Allan Gray on the two-pot retirement system. Will it arrive this year and in what guise ?Miyelani Maluleke of Absa on December PMI data, as load shedding hammers manufacturing.
9 Jan 2023 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Can the Sarb cut ahead of the Fed?

The Sarb’s argument has been that our biggest constraint on economic growth is on the supply side, not the demand side: Investment strategist Izak Odendaal from Old Mutual Wealth.
22 Apr 3AM 6 min

Strong results from PSG despite tough market

Carmen Mpelwane, independent analyst, on strong results from PSG Financial Services. Old Mutual Wealth's Izak Odendaal dissects Fed cycles and whether other central banks can cut ahead of them. Bianca Botes from Citadel Global on the changing role of treasury functions.
22 Apr 12AM 20 min

[TOP STORY] What went wrong at Ellies?

In business ‘taking the risk of innovating is not a matter of luxury, it's a matter of survival’. Jon Cherry of Cherryflava discusses the marketing brilliance of Checkers Sixty60 and Elon Musk’s Powerwall batteries.
19 Apr 3AM 7 min

Local telcos are a horror show … but there's still value there

Schalk Louw from PSG Old Oak is asking whether the sharp decline in prices for MTN and Vodacom represents an opportunity or if it's better to avoid them altogether. Jon Cherry of Cherry Flava discusses how Ellies's downfall can be attributed to a branding misstep and emphasises the importance for…
19 Apr 12AM 20 min

[TOP STORY] Bitcoin halving imminent

For South Africans the Bitcoin high reached in March was R1.3 million, largely driven by the ETFs being approved: Luno country manager Christo de Wit.
18 Apr 3AM 6 min