Is volatility really a reflection of risk?

Loading player...
Nick Kunze from Sanlam Private Wealth offers insights on the MTN update while expressing concerns about FirstRand's results, which appear modest in comparison to its valuation.
Maahir Jakoet from Old Mutual Investment Group shares insights into the tech and healthcare stocks he is currently overweight in.
Debra Slabber from Morningstar South Africa discusses strategies for managing returns and questions the perception of volatility as a real risk in investments.
4 Mar 2024 12AM English South Africa Business News · Business

Other recent episodes

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

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