2023: Maybe not as bad as it feels

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Reko Nare from Anchor Capital on where he’s looking for value on the JSE into 2024.
Keith McLachlan Integral Asset Management on Transaction Capital results as they shift strategy.
Old Mutual’s Johann Els on negative Q3 GDP data, are we on track for a technical recession?

6 Dec 2023 12AM English South Africa Business News · Business

[TOP STORY] Smart strategy brings Cementation Africa back from the brink

Mark Salmon from Differential Capital explains the firm's acquisition of Cementation Africa from Murray & Roberts's business rescue, how the deal was structured, and whether a future listing is on the cards.

24 Jul 2AM 7 min

Anglo American update highlights the quality of the business

Kea Nonyana from PrimeXBT unpacks Mr Price's latest trading update, alongside production updates from Anglo American and Kumba. Mark Salmon from Differential Capital explains the firm's acquisition of Cementation Africa from Murray & Roberts's business rescue, how the deal was structured, and whether a future listing is on the cards…

24 Jul 1AM 20 min

[TOP STORY] New cryptocurrency exchange to turn vineyards into investment opportunities

'A great example we're working on is the tokenisation of a vineyard near Stellenbosch in the Western Cape’ – Bitexen CEO Mark Diuga.

23 Jul 2AM 6 min

Pepkor vs Mr Price: Why Pepkor is winning the investment case

Faheema Adia from Momentum unpacks Pepkor's deal to combine Flash and Shop2Shop, creating a R20 billion revenue business. Maahir Jakoet of the Old Mutual Global Islamic Equity Fund explains Shari’ah investing and why it can be an effective low-volatility strategy for a wide range of investors. Plus, Mark Diuga, CEO…

23 Jul 1AM 22 min

[TOP STORY] Inflation expectations, fiscal strength, and the MPC’s dilemma

‘I think we're looking at an environment where rates can perhaps stay higher for longer’ – Tertia Jacobs, Treasury Economist and Fixed Income Specialist, Investec.

22 Jul 2AM 6 min