Focus on near cash-flow generation – Fairtree

Loading player...
Independent analyst Carmen Mpelwane discusses Remgro's results as earnings plunge.
OUTsurance CEO Marthinus Visser shares insights on the short-term insurance sector as it adjusts to changing risks from climate change.
Fairtree Group CEO Kobus Nel on what it takes to be the country’s top fund manager and managing local volatility.
20 Mar 2024 1AM English South Africa Business News · Business

Other recent episodes

Silver: How much higher can it go?

Petri Redelinghuys of Herenya Capital Advisors unpacks silver’s sharp rally – what’s driving it, and whether investors are better off owning the metal or the miners. KPMG SA’s Frank Blackmore on the untapped potential of South Africa’s mining sector. Simon on why Donald Trump’s calls to push Jerome Powell aside…
16 Jan 12AM 20 min

Cell C needs to prove its business model

Independent analyst Jimmy Moyaha on Cell C – with the IPO a success and Allan Gray taking a meaningful stake, is there value emerging? Ian Anderson from Merchant West Investments on why 2025 could outshine 2024 for Reits – and whether the momentum can hold into 2026. Rudi Dicks, head…
15 Jan 12AM 21 min

[TOP STORY] Trump actions ironically good for SA

‘I think you have to be very careful with the US as an investment destination; other markets are becoming much more interesting’ – Herman van Papendorp, Momentum Investments Head of Asset Allocation.
14 Jan 2AM 5 min