Banks still cheap but insurers even cheaper

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Gary Booysen on Zeda: newly listed is it an attractive investment?Keith McLachlan looks at whether Santova has more to offer in 2023 after a stellar year, and Renergen, as it starts producing LNG.Kokkie Kooyman on banks in 2023, after they were the top sector in 2022.

14 Dec 2022 12AM English South Africa Business News · Business

[TOP STORY] Transparency and consistency in Reit reporting boost investor confidence

Transparency and consistency in REIT reporting for investor confidence 'If you are a member of SA Reits, you must disclose the prescribed terms within the Best Reporting Recommendations, and if you don't you need to give a reason why' – Leon Kok, chair, SA Reit Association Accounting and JSE Committee.

5 Jun 3AM 7 min

Great dividend payouts from asset managers

Independent analyst Jimmy Moyaha on the Ninety One results after the market initially sold off the stock. Asset managers should be benefiting from stronger markets, but is rising volatility starting to weigh on sentiment? Leon Kok from the SA Reit Association on the launch of the third edition of its…

5 Jun 1AM 20 min

[TOP STORY] Semiconductor giants are powering the AI revolution

Old Mutual Wealth Strategist Izak Odendaal explores what the AI-driven capital expenditure boom means for investors.

4 Jun 3AM 7 min

Bitcoin: The fall isn't over

Petri Redelinghuys from Herenya Capital Advisors unpacks Bitcoin as it trades near its lows for the year and almost 50% below its highs. Izak Odendaal from Old Mutual looks at the AI capex boom and the growing concentration risk facing investors. Plus, Ged Nooy of Field Force asks who’s winning…

4 Jun 1AM 21 min

[TOP STORY] Crypto to stocks: A digital revolution

Christo de Wit of Luno says that since the launch of tokenised stocks and ETFs last year, ‘we've now crossed the 50 000 customer mark’ with particular interest from the younger generation.

3 Jun 4AM 7 min