Investment themes that will drive markets in 2023

The JSE ended 2022 strong and analysts expect things to get even better in 2023, as they bank on emerging markets over developed markets. Business Day TV caught up with John Morris, South Africa Investment Strategist at Bank of America, for his market outlook.
19 Jan 12PM English South Africa Business · Business News

Other recent episodes

Unpacking NEHAWU's healthcare worker's strike

The nurses' strike may be over but the implications for the fiscus and service delivery will echo for years. The union says the reasons for the strike included the implementation of austerity measures, collapsed wage negotiations and the employer's "aggressive attack on collective bargaining". Business Day TV looked further into…
24 Mar 10AM 8 min

Remgro hikes interim dividend

Remgro has weathered a tough economic environment. The investment holding company has delivered a 5% rise in its interim intrinsic net asset value and this allowed it to hike its dividend by 60% to 80 cents. Business Day TV unpacked the firm's numbers with CEO Jannie Durand.
23 Mar 1PM 8 min

Construction activity declines in the fourth quarter

High interest rates, power cuts and declining public spend have weighed on the construction sector. According to the Afrimat Construction Index, activity slipped 2.2% on a quarterly basis in the fourth quarter. Business Day TV unpacked that print with Roelof Botha, Advisor at Optimum Group.
23 Mar 12PM 5 min

Mining exploration in structural decline since 2004

Back in 2018 Gwede Mantashe was appointed South Africa's Minister of Mineral Resources and Energy, fast-forward to 2019 he had grand promises for the mining sector but has failed to deliver on exploration targets. Business Day TV spoke to Grant Mitchell, Head of the Junior and Emerging Miners Desk at…
23 Mar 9AM 15 min

Impact of cross border carbon tariffs on Africa

The EU's carbon border adjustment mechanism has been labelled as a deeply unjust measure that could result in $16bn being wiped off the African continent's GDP. Business Day TV spoke to Deon Fourie, Senior Economist and Energy Expert at Oxford Economics Africa for more insight on those tariffs and its…
23 Mar 9AM 8 min