Tech came back to earth in 2022, telcos muddled along

Loading player...
Craig Antonie from AnBro Capital on the FAANG stocks’ horror year and whether there’s value to be had here.
Independent analyst Jimmy Moyaha talks local telcos in 2022: Telkom had a shocking year and MTN weakened, while only Vodacom held on.


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

Other recent episodes

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

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