Richemont customers recession resilient

--:--

Sanlam's Carmen Mpelwane talks Richemont's trading update as the share trades at all-time highs. Also, is there any value in holding Steinhoff? Dr Chris Harmse from CH Economics on SA's inflation and interest rate outlook after December CPI came in at 7.2%. Stian de Witt of NMG Benefits on why looking at the past is important for investors.

19 Jan 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] What's continuing to push our inflation sharply higher?

Load shedding and fuel-price increases are major drivers, but ‘your inflation is not the same as my inflation’, notes John Manyike, head of financial education at Old Mutual.

24 Mar 3AM 8 min

Gold rising in response to investor concerns

Nick Kunze of Sanlam Private Wealth on Remgro results, MPC next week and if he is buying Transaction Capital. John Manyike, head Financial Education at Old Mutual, on inflation and food prices continuing to rise so sharply. Simon's thoughts on Steinhoff. What now?

24 Mar 1AM 21 min

[TOP STORY] Afrimat Q4 Construction Index disappoints

The private and public sectors’ combined capital formation as a percentage of GDP in SA is more or less half the global average, which is frightening: Research economist Dr Roelof Botha.

23 Mar 4AM 7 min

When investing, macro data trend is what matters

Carmen Mpelwane, investment analyst at Sanlam Investments, on local inflation creeping higher to 7% and the FOMC's rate decision last night. How much does she consider these data points in analysing investments? Sithembile Bopela, investment research analyst at FNB Wealth & Investments, on strong numbers in OUTsurance's results, even as…

23 Mar 1AM 21 min

[TOP STORY] Caxton interims show commercial printing is far from dead

‘There's always a silver lining to load shedding, and I think one is the QSR market’: MD Tim Holden.

22 Mar 4AM 6 min

All episodes