Exploring opportunities in packaging stocks

--:--
Chantal Marx from FNB Wealth and Investments talks packaging companies … Nampak is in trouble, Caxton is at almost five-year highs and Mpact is drifting. Are any offering value? UBS Global Wealth Management's Paul Donovan on the inflationary impact of Taylor Swift and Beyoncé music tours. Ernest North of Naked Insurance, talks insurance fraud and its impact on individuals, premiums and how data can help fight it.
10 Jul 2023 1AM English South Africa Business News · Business

Other recent episodes

Benefits of over-contributing to a Reg 28 fund

Shaun Dendere of Trive SA discusses Kumba and BHP Group results. Anton Eser of 10X Investments advises on reducing US equity exposure due to anticipated lower returns in the coming decade. Megan Fraser from Allan Gray explores over-contributions to a Reg 28 fund.
21 Feb 12AM 21 min

Market waiting for Swiftnet sale details

Analyst Jimmy Moyaha delves into the Telkom update and Amplats results. Tertius Zitzke from 4Sight Holdings discusses robust results and expansion plans. Viv Govender of Rand Swiss reflects on a week marked by significant AI advancements and anticipates Nvidia results on Wednesday.
20 Feb 12AM 21 min