Can Top40 at all-time highs hold into 2023

Loading player...
With the Top40 trading just off all-time highs, driven in large part by Richemont and Naspers/Prosus, Jimmy Moyaha looks at holding these stocks in 2023. Richard Carter of Allan Gray on the two-pot retirement system. Will it arrive this year and in what guise ?Miyelani Maluleke of Absa on December PMI data, as load shedding hammers manufacturing.
9 Jan 2023 12AM English South Africa Business News · Business

Other recent episodes

Another great year for local Reits

Keillen Ndlovu, independent property analyst, on another standout year for the local Reit market. Discounts to NAV have narrowed – but are the yields still compelling for investors? Harris Gorre of Grovepoint Investment Management on US private credit: a noisy yet resilient year for middle-market direct lending, where volatility unlocked…
19 Dec 12AM 17 min

Local retail a mixed bag in 2025, but is there value?

Izak Odendaal from Old Mutual Wealth Investment on the inflation and interest-rate outlook for 2026 – and why SA’s long-awaited green shoots are finally starting to surface. Chantal Marx of FNB Wealth and Investments breaks down retail in 2025: clothing under strain, food flat, vehicle sales unexpectedly robust – and…
18 Dec 12AM 20 min

[TOP STORY] A good time to be a farmer in SA

Wandile Sihlobo from the Agricultural Business Chamber of SA looks back on 2025 crops, widespread foot-and-mouth vaccination, tariffs and the need for export diversification.
17 Dec 2AM 8 min