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

23 Nov - SA's latest downgrades unpacked, where to find value in small caps and changing shopping trends

Loading player...

Sanlam's Nick Kunze talks SA moving further into junk, will this hurt the banks? TigerBrands CEO Noel Doyle on shrinking margins and the lockdown's effect on shopping trends. Alpha Asset Management's Keith McLachlan gives tips on how to find value in small caps.

23 Nov 2020 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Township consumer insights: The high cost of coping in 2026

Mongezi Mtati, senior brand strategist at Rogerwilco, points out that ‘It changes lives … if you get home at six or seven in the evening and suddenly don't have power and don't have water, don't have the money to buy the fast food … for supper for a family of…

25 Sep 2AM 8 min

Is the US heading for 6% yields on the 10-year?

Rates are rising – but how high can yields go? Pooja Tanna from Perpetua Investment Managers on local and US rates and where the US 10-year yield tops out. Mongezi Mtati from Rogerwilco unpacks their latest Township Customer Experience Report as consumers feel the squeeze. Plus, Simon on life insurance…

25 Sep 1AM 19 min

[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

All episodes