2023: Maybe not as bad as it feels

--:--
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

Will Anglo's restructuring go ahead?

Alex Duys from Umthombo Wealth analyses production reports from Anglo, Kumba, and Anglo Platinum. Meryl Pick from Old Mutual Investment Group discusses how JSE investors can tap into the megatrends of AI and inflation. Simon explains bond pricing: as price goes up, yield goes down.
19 Jul 12AM 20 min

Chinese slump sparks varied commodity shifts

Lonwabo Maqubela of Perpetua Investment Managers on commodities and what he’s seeing year to date. Allan Gray's Siphesihle Zwane discusses the investment case for Disney and Bob Iger's successor. Kashmeera Kanji from Discovery Life explains how a cover option that pays out in US dollars can benefit South Africans.
18 Jul 1AM 21 min

[TOP STORY] Chrome demand suddenly a big story

‘South Africa has about 70% of world chrome reserves. With our neighbour Zimbabwe, we've got another big chunk,’ points out Integral Asset Management’s Bruce Williamson.
17 Jul 2AM 5 min