Selling Sasol, buying gold and PGM miners

Loading player...
Petri Redelinghuys of Herenya Capital Advisors on Sasol's sharp rebound since the lows of last year. Is there still value or is it profit taking time?
Albert Botha of Ashburton Investments weighs in on today's tough MPC meeting. The expected rate cut is surely off the table even as SA saw 3% inflation for February.
And, Masthead Group MD Joleen John on the Conduct of Financial Institutions (COFI) Bill and concerns about the impact on IFAs.
26 Mar 1AM English South Africa Business News · Business

Other recent episodes

Naspers/Prosus: ‘Steal of the century’

Kea Nonyana from PrimeXBT on the Prosus food delivery update. Is the sector worth a bite, and are Prosus and Naspers bargains after the sharp sell-off? Odinakachi Okeke from Just Share reveals how SA banks stack up on climate risk in the latest How Cool Is Your Bank? report. And…
9 Oct 1AM 20 min

[TOP STORY] How much did we give last year?

Nedbank Private Wealth’s The Giving Report reveals a shift towards younger generation philanthropy and increased time donations: Tracy Muller, head of Advice and Philanthropy.
8 Oct 2AM 6 min

Would you want to manage your own RA?

Afrimat hits a rough patch and Premier Group faces a Competition Commission probe – Alyssa Viljoen from Merchant West Investments weighs in. Kyle Wales from Prospr Invest on putting investors in the driver’s seat with a self-managed RA. Tracy Muller from Nedbank reveals where wealthy South Africans are giving –…
8 Oct 1AM 20 min

[TOP STORY] The 5% bond yield reality

Sean Kelly of Parity Wealth navigates the new global hurdle rate and its impact on equities. ‘I think bonds deserve a much bigger seat at the table now, but it doesn't mean sell equities, buy bonds.’
7 Oct 2AM 6 min