Andrew Vintcent - Depressed JSE stocks’ ‘new normal’ is only a temporary trough

Loading player...
One of SA's best-performing fund managers is adamant that South African shares are discounting the worst but will rebound strongly, just like in every previous cycle. Andrew Vintcent of ClucasGray, whose returns in the past three years have been double those of the market, is confident that the worst is already behind JSE-listed stocks. In this interview with BizNews editor Alec Hogg, he argues the perfect storm of bad news is already starting to brighten, especially for small and medium-cap stocks. This assessment aligns with what we heard from Piet Viljoen earlier this week.
13 Oct 2023 2PM English South Africa Investing · Business News

Other recent episodes

Zuma in crisis: Disgruntled MKP members to vote ARU - Jabulani Khumalo

In his latest interview with Chris Steyn, the real founder of MKP, Jabulani Khumalo, comes out in support of The African Renaissance Unity Party (ARU) founded to lobby for the interests of traditional chiefs and their communities. With Khumalo's battle to reclaim control of the party - “hijacked” by former…
27 Jul 10AM 17 min

Eva Crouwel - When the State comes to your Gate….

An anti-immigration raid on a private housing estate in the Western Cape is causing a furore. In this interview with Chris Steyn, Eva Crouwel, a property owner on High Riding Estate, describes how police in a fleet of about six vans - accompanied by Home Affairs officials - descended on…
27 Jul 7AM 10 min

BN Daybreak: SA-Israel tension; Nvidia-OpenAI deal; US tariffs; Fed rate outlook; Energy Risks

In today's BizNews Daybreak, we explore global market pressures, starting with new US Section 301 tariffs affecting South Africa and 60 other economies. Former Israeli adviser Mark Regev discusses strained Pretoria-Israel relations and ICJ genocide charges. Furthermore, we preview upcoming central bank rate decisions, Nvidia’s potential $250B OpenAI data center…
26 Jul 11PM 14 min