Vernon Sinden from Investec Business and Commercial Banking says ‘a lot of clients are moving ocean freight to air freight, because of the unpredictability in the market, weather conditions and so on,’ and now opting for just-in-time ordering.
Nick Kunze of Sanlam Private Wealth previews Tuesday’s Q2 GDP figures and the impact of the Middle East storm. Investec’s Vernon Sinden on what the Suez Canal reopening means for SA businesses. Plus, Richard Henwood of Merchant West Investments unpacks SA Reits’s August performance.
Faheema Adia from Momentum unpacks Discovery's strong results as the bank hits profit and Implats financials as PGM miners continue to print money, but are any of them worth buying? John Loos on the risk to the year-end consumer spending as the Iranian war drags on. Simon's thoughts on his…
CEO Ockert Janse van Rensburg reports that Tata is again doing very well and last year 57% of vehicles imported actually came from India – the likes of Suzuki, Toyota, Hyundai, Kia and Renault.
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