Business News Leaders

The state of M&A activity in South Africa

Merger and acquisition activity has been gathering steam in South Africa, particularly in the listed space. Developments include takeover talks between MTN and Telkom; the Implats and RBPlats merger deal as well as Gold Fields acquiring Yamana. Business Day TV caught up with Telcos Analyst, Irnest Kaplan to discuss the…

21 Jul 2022 1PM 11 min

Outlook for US Tech Stocks

The global interest rate hiking spree has weighed on US Tech stocks, with the Nasdaq index losing 25.8% year-to-date. Business Day TV unpacked the factors weighing on the sector with Schalk Louw, Wealth Manager at PSG Wealth.

21 Jul 2022 12PM 8 min

MPC raises interest rates by 75 basis points

The Reserve Bank’s monetary policy committee has raised interest rates by 75 basis points for the first time since September 2002. The move is in bid to tame rising inflation. Business Day TV unpacked the outcome in greater detail with Koketso Mano, Economist at FNB.

21 Jul 2022 12PM 8 min

China’s central bank stands pat on rates

The People’s Bank of China has kept its key interest rate unchanged at 3.7%. The move comes despite a interest hiking spree by other global central banks. Business Day TV discussed China’s monetary policy stance with Tian Pan, Prescient China’s Head of Product.

20 Jul 2022 1PM 8 min

Cryptocurrencies stage a rebound

The crypto market has made gains, with the market capitalisation back above the $1 trillion mark after a month of muted performance. Business Day TV caught up with Luno’s General Manager for Africa, Marius Reitz to discuss the factors driving activity in the digital assets space.

20 Jul 2022 12PM 7 min

Vukile Property Fund's debt position in focus

Vukile Property Fund is about to embark on a debt presentation roadshow. The REIT is ahead in debt payments with its loan-to-value ratio sitting at 43%. Business Day TV spoke to CEO Laurence Rapp for more detail.

20 Jul 2022 12PM 8 min

Virtual agents can be a win for SA’s BPO sector

As expected, digital disruption is picking up speed, transforming the way we buy products, access public services and get customer service from organisations. We are becoming more comfortable self-serving for things, ranging from paying our tax via e-filing to ordering our groceries, and as digital penetration continues to increase, this…

20 Jul 2022 7AM 26 min

Office property market remains under pressure

The local office property market has been the sector’s biggest laggard, largely due to high vacancy rates and lower rentals. Business Day TV discussed these dynamics with FNB’s Property Economist John Loos.

19 Jul 2022 12PM 7 min

Markets price in another rate hike

The South African Reserve Bank is expected to hike interest rates for a fifth consecutive time at its next meeting, as it attempts to fight accelerating inflation and avoid further currency weakness. Business Day TV caught up with RMB Economist, Siobhan Redford for her expectations.

19 Jul 2022 12PM 6 min

European heat wave foretells of climate crisis

Europe's unprecedented heat wave has caused alarm among climate change campaigners, with many warning that the world can expect to see more heat as a result of global warming. Business Day TV caught up with Guy Midgley from the Stellensch University for more detail.

19 Jul 2022 12PM 9 min

ETF total market cap falls 9.9% in first half

With the bears stalking most markets you’ll often hear that falling markets expose ETFs and are for active managers. However, I tend to think that as market returns are hard to come by, the low cost of ETFs becomes even more attractive. And we’ve certainly seen Exchange Traded Funds evolve…

19 Jul 2022 8AM 27 min

MTN eyes Telkom takeover

MTN is looking into acquiring the entire issued share capital of Telkom in return for shares, or a combination of cash and shares. The mobile operators have cautioned that the talks are at an early stage, and that there is no guarantee that a deal will be struck. Business Day…

18 Jul 2022 2PM 7 min

Trade of the week - Spar and Pick n Pay

Join Independent Analyst, Loyiso Mpeta as he shares technical analysis on Spar and Pick n Pay.

18 Jul 2022 2PM 5 min

Unpacking the feasibility of Eskom 2.0

South Africa’s Energy and Mineral Resources Minister Gwede Mantashe has made public comments about the need for a second power utility to take the pressure off Eskom. Business Day TV spoke to Energy Analyst Chris Yelland about the viability of the plan.

18 Jul 2022 1PM 7 min

Crypto assets and exchange control - Quo vadis

A long period of silence on cryptocurrency regulation in South Africa has finally been broken. South African Reserve Bank (SARB) Deputy Governor, Kuben Naidoo, has now confirmed that new regulations are set to be implemented within the next 12 to 18 months. This development will see South Africa following other…

18 Jul 2022 8AM 25 min

The Week In Perspective

The rand continued its slide against the dollar on Thursday, touching the weakest level last seen in August 2020, while the JSE fell the most in a week as global recession fears intensified. Asian stocks hit a two-year low on Friday and were heading for a weekly loss, while the…

15 Jul 2022 7AM 24 min

Industrial metal prices take a dip

Prices of industrial metals have been on the decline of late, and with copper leading the losses some analysts have turned bearish on the metal. Business Day TV discussed the price dynamics with Investment Analyst at Anchor Capital, Seleho Tsatsi.

14 Jul 2022 1PM 6 min

Market volatility to remain - BlackRock

BlackRock is erring on the side of caution. The global investment manager has it cut its exposure to developed markets after warning of increased market volatility in the second half of the year. Business Day TV unpacked BlackRock’s mid-year outlook with the firm’s Fixed Income Strategist, Scott Thiel.

14 Jul 2022 1PM 5 min

Is 2023 the year of crypto regulation?

The South African Reserve Bank plans to introduce new regulations around cryptocurrency trading within the next 12 to 18 months, says deputy governor Kuben Naidoo, who was speaking in PSG's latest Think Big Webinar. This would have implications for cryptocurrency exchanges in the country such as VALR. Business Day TV…

14 Jul 2022 1PM 5 min

Energy emergency faces political inertia

While the country is in the grip of this 15 year-long energy crisis, there is another even slower burning and longer running crisis that we have committed to tackle and that is climate change. And we have also committed to stimulating our moribund economy through infrastructure spend with the national…

14 Jul 2022 8AM 26 min