The power of economic data for investors

Loading player...
Citadel's Bianca Botes on the macro data she’s watching most closely and concerns for the rand as we started the year around R17/US$.
Shane Packman from Morningstar SA on the investment case (and risks) for locally listed Reits.
Kavi Pather of EY Africa on their CEO Survey showing two thirds seeing AI as ‘force for good' - but ethical concerns persist.
2 Oct 2023 1AM English South Africa Business News · Business

Other recent episodes

Wait for peace: Then buy the rebound

Petri Redelinghuys from Herenya Capital Advisors unpacks the key trade to watch when the Iran conflict winds down. Anelmari Truter from Tax Consulting SA breaks down Sars’s intensified focus on high-wealth individuals and donation structures – what’s changing and what it means for taxpayers. Plus, Themba Sibiya from Sasria on…
7 Apr 1AM 20 min

[TOP STORY] Demystifying SA’s retail investment surge

‘Treasury has indicated that there will be consistency and certainty around how retail hedge funds are taxed in line with traditional unit trusts, which … talks well to the motif of saving in South Africa’ – Hayden Reinders, Prescient Fund Services.
2 Apr 3AM 7 min

Trump speech offers no clear end to Iran war, long-term economic fallout looms

Petri Redelinghuys from Herenya Capital unpacks the market reaction to Donald Trump’s overnight speech. Hayden Reinders from Prescient Fund Services looks at who is actually investing in hedge funds, while Saad Sheikh from Enko Capital tackles the debate over whether private capital really belongs in a single asset class.
2 Apr 1AM 23 min