Thungela update: ‘More positives than negatives’

Loading player...
Alex Duys from Umthombo Wealth on the Thungela update as production and sales are within guidance, but Transnet remains a worry
Sandile Malinga from M&G Investments offers insights into the process of multi-asset funds and their selection process.
ACTOM's Casbah Zwane on Eskom's development plan and its ability to create jobs and benefit local manufacturing.
13 Dec 2023 11PM 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