25 June - More capital raises, a look at Foschini and Afrimat

--:--

Alex Duys of Umthombo Wealth on US growth fears and a red night for American markets. Stephàn Engelbrecht of Anchor Capital on solid Foschini results. Vunani Corporate Finance's CEO Sam Morokosi on Afrimat being the best JSE stock for proposed infrastructure spend.

25 Jun 2020 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] The local Bond Index has performed slightly better than equities

‘I think the concept of bonds is misunderstood at times, which is quite unfortunate. They're a very important asset class’: Siyabulela Nomoyi – quantitative portfolio manager, Satrix.

7 May 3AM 6 min

Redefine seeing green shoots in some office regions

Independent analyst Carmen Mpelwane talks the local Reit sector as it struggles with vacancies, high rates and inflation. Andrew König, Redefine CEO, on results as interest costs rise 14.1% and office continues to struggle. Satrix's Siyabulela Nomoyi discusses bonds, with the Namibian Bond ETF in the spotlight.

7 May 1AM 20 min

[TOP STORY] Legalities around landlords, tenants and rental agreements

The increasing trend towards rental may be for reasons of cost, but sometimes just for flexibility: Alex de Wet – Cliffe Dekker Hofmeyr

6 May 2AM 6 min

Weaker US jobs data boosts rate cut expectations

Nick Kunze from Sanlam Private Wealth unpacks Netcare's trading update and the disappointing US jobs data. Is this good news for rate cuts? Alex de Wet of Cliffe Dekker Hofmeyr offers tips for protecting yourself in the booming rental market. Morningstar SA's Roné Swanepoel on the insane power of compounding…

6 May 1AM 20 min

[TOP STORY] Decarbonisation, energy security and AI

‘Dirty’ energy isn't something that is going to be eliminated over five or 10 years. It will take 20, 30, 40, 50 years: Alex Monk from Schroders.

3 May 3AM 8 min

All episodes