2023: Maybe not as bad as it feels

Loading player...
Reko Nare from Anchor Capital on where he’s looking for value on the JSE into 2024.
Keith McLachlan Integral Asset Management on Transaction Capital results as they shift strategy.
Old Mutual’s Johann Els on negative Q3 GDP data, are we on track for a technical recession?
6 Dec 2023 12AM English South Africa Business News · Business

Other recent episodes

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

AI fuels Mag 7 earnings … but not all will win

Kea Nonyana of PrimeXBT unpacks JP Morgan’s increased stake in Sibanye-Stillwater and Astral Foods’s latest trading update. BDO Wealth’s Shaun Chennells looks at how marriage, shared finances and complex wealth structures intersect.
30 Apr 1AM 17 min