22 July - Rand on the up, Datatec's update and tech stocks rally

--:--

Deryck Janse van Rensburg from Anchor Capital talks markets as the rand powers through 16.40 and gold hits 1 858/oz. Keith McLachlan from AlphaWealth on the strong Datatec update. Henry Biddlecombe, fund manager at Anchor Capital, on the decade-long tech rally and whether it will continue.

22 Jul 2020 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] E-commerce is booming globally and especially in Africa

Africa's economy is starting to grow and of interest to revenue authorities is how to tax digital transactions: Matthew Besanko from PwC SA.

25 Apr 3AM 6 min

Rand in for a bumpy ride ahead of elections

RMB's Matete Thulare asks how low the rand could go in the month ahead of the elections. Careen Mckinon from ooba Home Loans discusses the growing popularity of multi-generational living. Matthew Besanko from PwC South Africa on taxing e-commerce transactions across the continent.

25 Apr 1AM 21 min

[TOP STORY] Reflections on the markets in Q1 2024

Luigi Marinus of PPS Investments offers perspectives on a delayed Fed rate cut, big tech, outperforming DMs, financials under pressure, bonds’ day in the sun and opportunities in China.

24 Apr 2AM 5 min

Sasol concerns pile up

Kea Molefe from Trive South Africa on the Capitec results the market loved and the Sasol update which it hated. PPS Investments's Luigi Marinus talks trends from the first quarter and whether he expects them to continue in 2024. Dany Mawas, CEO of Finalto South Africa, stresses the necessity of…

24 Apr 1AM 21 min

[TOP STORY] The Chinese slowdown could be a positive

The socialist market economy’s stocks will never reach the valuations you see in US tech stocks: Simon Fillmore – CIO, Independent Securities.

23 Apr 2AM 7 min

All episodes