21 July - Anglo and BHP's knockout updates: which is better?

Loading player...
Chantal Marx of FNB on riots' impact on retailers, as 8% of SA footprint affected. Karooooo CEO Zak Calisto on results and whether its growth is organic or stealing market share. Greg Katzenellenbogen of Sanlam on the stellar Anglo American and BHP updates.
21 Jul 2021 12AM English South Africa Business News · Business

Other recent episodes

Is the US heading for 6% yields on the 10-year?

Rates are rising – but how high can yields go? Pooja Tanna from Perpetua Investment Managers on local and US rates and where the US 10-year yield tops out. Mongezi Mtati from Rogerwilco unpacks their latest Township Customer Experience Report as consumers feel the squeeze. Plus, Simon on life insurance…
25 Sep 1AM 19 min

Pick n Pay and Spar: Value or value trap?

Pick n Pay has a new CEO-designate – but are beaten-down Pick n Pay and Spar finally offering value? Chantal Marx from FNB Wealth and Investments weighs in. EV sales are surging off a low base. De Wet Taljaard from Investec Sustainable Solutions asks: Is South Africa ready to go…
23 Sep 1AM 22 min