AVI results benefit from margin focus

Old Mutual Property Fund manager Evan Robins says South Africa is seeing inflation growth from the sector, certainly in terms of net rental income.

Independent analyst Carmen Mpelwane discusses the growth of South Africa's listed motor vehicle sector, expanding from one pure play to four. Wikus Lategan, CEO of Calgro M3, reflects on results showing revenue decline but Heps growth. Evan Robins, Old Mutual Property Fund Manager, comments on the local Reit sector, which…

Grant Alexander from Private Client Holdings explains the distinction between the two and reminds us that we need to plan for a longer retirement period than we would have 20 years ago.

Nick Kunze from Sanlam Private Wealth discusses US bank earnings and Equites Property Fund's results. Grant Alexander from Private Client Holdings explains the distinction between wealth creation and wealth preservation. Santho Mohapeloa from Allianz Commercial highlights the growing cost of cybercrime in South Africa.

Bianca Botes from Citadel Global looks at the possible impact of the US elections, China’s stimulus package, US inflation and interest rates, and SA’s Mid Term Budget Policy Statement on our currency.