[TOP STORY] Global jitters calling the shots, but domestic uncertainty doesn't help
Loading player...
John Orford from OMIG unpacks the local market mood amid Vat flip-flops and GNU tensions.
Other recent episodes
[TOP STORY] Spear Reit achieves 97% office sector occupancy
CEO Quinton Rossi notes: ‘We've got over 500 fintech businesses in Cape Town employing over 40 000 people,’ and the GNU ‘has been really good for business, particularly within the Western Cape’.
Global bond yields ‘have me worried’
Schalk Louw from PSG Old Oak unpacks Investec's strong results. As someone who primarily focuses on equities, he shares how he’s interpreting the recent spike in global bond yields. Spear Reit CEO Quintin Rossi reflects on the company’s latest results and the encouraging rise in demand for international business process…
[TOP STORY] AnBro Capital Investments introduces new Titans ETN on the JSE
The JSE newcomer comprises a focused portfolio of 11 top US stocks to invest in. CEO Justiné Brophy explains: ‘What you want is an equally weighted core that's going to be there with the best according to sector for the investor.’
Naspers and Prosus offering great value
Lonwabo Maqubela of Perpetua Investment Managers weighs in on Naspers and Prosus — are they still effective vehicles for Chinese exposure, with potential upside from a narrowing NAV discount? Justiné Brophy, CEO of AnBro Capital Investments, introduces their new Titans ETN on the JSE — a focused portfolio of 11…
[TOP STORY] Unpacking Alphabet's $75bn AI strategy
This year Google's parent company plans to invest hugely, primarily in AI and cloud infrastructure, reports Old Mutual Wealth research analyst Nadine Chetty-Khan.