Offshore value to beat growth again in 2023

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Petri Redelinghuys of Herenya on his main investment theme for next year. Pieter Hugo of M&G Investments on how 87% of investment returns are made in retirement. Jonti Strimling of GroWise Capital on how small business funding has changed in the past year.

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

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

[TOP STORY] Navigating the shift toward new energy vehicles in SA

De Wet Taljaard from Investec Sustainable Solutions thinks the second-hand EV and NEV market will open up electric mobility to a broader spectrum of SA consumers.

23 Sep 2AM 7 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

[TOP STORY] Navigating the transition from Jibar to Zaronia

Yushavia Ramlall from Intengo Market highlights the need for operational readiness and Treasury’s challenges.

22 Sep 2AM 6 min

Local food producers pricing in El Niño worries

Danie Dörfling-Kruger from Moore Infinity unpacks Oceana’s latest update as fish shortages hit much-loved Lucky Star, and looks at the outlook for food producers ahead of a potential drought season and higher input costs. Yushavia Ramlall, COO at Intengo Market, explains the switch from Jibar to Zaronia and what it…

22 Sep 1AM 20 min