Capitec is expensive relative to peers

Loading player...
Carmen Mpelwane from Sanlam Investments on the Capitec results that disappointed the market. Morningstar's Francis Marais on the role and concerns of guaranteed products in a portfolio. Izak Smit from PPS unpacks results and trends within the insurance sector.
19 Apr 2023 1AM English South Africa Business News · Business

Other recent episodes

Consumer stocks still require caution

Another fuel price surge for May is piling pressure on consumers. We speak to Gary Booysen from Rand Swiss about the impact on discretionary spending. Reza Hendrickse from PPS Investments unpacks how they positioned portfolios as war in Iran broke out, the market reaction they expected, and their current view…
5 May 1AM 19 min

Pet food: A resilient and premium market

Petri Redelinghuys of Herenya Capital Advisors on whether gold remains the safe-haven play amid inflation and market uncertainty. Prof Adrian Saville of Gibs (Gordon Institute of Business Sciences)on rising stagflation fears as inflation picks up and growth stalls. Arno Abeln of Agrimark on the resilience of pet food demand and…
4 May 1AM 18 min