BizNews BizNews Radio

'Sasol's management have been excellent' - David Shapiro

Loading player...
As is customary for a Monday, Sasfin Securities David Shapiro talks to the BizNews team about all the action taking place within global markets. The South African Reserve Bank's decision to keep rates unchanged was one of the main talking points, with Shapiro outlining the need for the policy makers to keep rates as low as possible in order to stimulate economic growth. Shapiro touches on the energy crisis and supply chain issues affecting the Northern Hemisphere, with the veteran analyst stating that the disruptions will fade as Covid becomes a distant memory. Lastly, Shapiro discusses three JSE-listed heavyweights - Aspen, Capitec and Sasol - giving the pros and cons of each as an investment proposition. Learn more about your ad choices. Visit megaphone.fm/adchoices
27 Sep 2021 10AM English South Africa Investing · Business News

Other recent episodes

George Glynos - The Rand's Reckoning

The South African rand looks resilient - but George Glynos warns that appearances are dangerously deceiving. In this interview with Irakli, ETM Analytics Co-Founder and Head of Research lays out exactly why the risks are building asymmetrically against the rand - and why complacency could prove costly. On the scale…
20 May 10AM 11 min

Accretiv doubles down on US industrial property | Webinar

Martin Freeman and Justin Clarke unpack why US industrial real estate — particularly “shallow bay” facilities linked to manufacturing and logistics — is emerging as a standout opportunity. They discuss the impact of AI-driven data centre investment, America’s onshoring push, interest rate dynamics, and Accretiv’s latest Alabama acquisition tied to…
20 May 10AM 42 min

Ray Hartley - BRICS loses its clout

BRICS is suffering an identity crisis — and its foreign ministers' gathering in New Delhi has done nothing to resolve it. In this interview with Irakli, Platform for African Democrats custodian Ray Hartley asks the defining question: "What is the point of BRICS?" He warns that the bloc has become…
20 May 8AM 7 min

SA businesses battered by infrastructure instability - Muhammad Ali

Infrastructure failure has become a core business risk in South Africa. In this interview with Chris Steyn, international ISO standards and systems implementation specialist Muhammad Ali warns: “...infrastructure is not just decaying, it's going down the drain to its limit’. He notes that while systems and standards exist, “it's just…
20 May 5AM 14 min
All episodes