This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

2023: Maybe not as bad as it feels

Loading player...

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

Other recent episodes

[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

[TOP STORY] SA’s rising private sector participation and improving economic fundamentals

‘Suddenly we open our eyes and things are busy happening around us’, notes PSG Financial Services chief economist Johann Els.

21 Sep 2AM 7 min

All episodes