[TOP STORY] SA's small and mid caps have been flying

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Independent analyst Anthony Clark assesses the recent rally and the likelihood of it persisting.
1 Oct 3AM English South Africa Business News · Business

Other recent episodes

Spar restructuring could be a boon for investors

Kieran Witthuhn from Anchor discusses Renergen's quarterly update and Spar’s 47-week performance ahead of their closed period. Independent analyst Anthony Clark assesses the recent rally in local small caps and whether value remains. Rudi Bodenstein from Stonehage Fleming explains the benefits of offshore trusts.
1 Oct 1AM 19 min

Excellent Momentum results as stock still cheap

Nick Kunze from Sanlam discusses Transaction Capital's exit from SA Taxi and comments on Momentum's results. Jason Swartz from Old Mutual Investment Group shares insights on what needs to happen for foreign investors to start reinvesting in South Africa. Ian Ferguson, co-head of Old Mutual Cash and Liquidity Solutions, speaks…
30 Sep 1AM 19 min

[TOP STORY] What is credit investing in terms of fixed income?

Tarryn Sanker from Stanlib explains that – unlike government debt, which is deemed to be risk-free – ‘these credit instruments present investors with a level of credit risk, as obligations to pay interest and/or repay principal may not be met’.
27 Sep 2AM 8 min

Is Meta winning the AI and augmented reality race?

Viv Govender from Rand Swiss discusses Old Mutual's move to launch another bank in the market. Tarryn Sankar from Stanlib explains the local credit market and its role within an investment portfolio. Simon explores why "cash is king" and suggests free-cash-flow per share as a key metric to measure it.
27 Sep 1AM 20 min