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

Sasol's strong long-term potential

Petri Redelinghuys from Herenya Capital Advisors revisits Sasol – one of his 2025 picks – after a volatile year, and asks whether it still earns a place in his portfolio. Chris Harmse of Sequoia Capital unpacks December inflation at 3.6% and an average CPI of 3.2% for 2025, the lowest…
22 Jan 12AM 20 min

BHP boosts copper production as price surges

Chantal Marx from FNB Wealth and Investments unpacks the latest BHP Group production update. Zak Calisto, CEO of Karooooo, reflects on third-quarter results and whether the strong growth and cash generation can be sustained. Justin Easthorpe from ooba shares the key residential property trends he’s watching in 2026.
21 Jan 12AM 19 min