[TOP STORY] Another year of supply-chain frustrations ahead

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‘We could see some kind of stabilisation late in the year, and there are pockets of improvements that we do see from time to time’: Investec for Business logistics and pricing analyst Denys Hobson.

24 Jan 2022 1AM English South Africa Business News · Business

[TOP STORY] How SA will feel the Iranian conflict

‘I think that is going to have a large impact on our food production and … the higher fuel prices that we will definitely see in April’ – PwC chief economist Lullu Kruger.

24 Mar 3AM 5 min

Thungela 'controlling the controllables' as the coal price rallies

Did we just get the Taco trade from Trump? Independent analyst Jimmy Moyaha weighs in, and also talks Thungela results. Advtech CEO Geoff Whyte on strong tertiary growth as school enrolments slow. Plus, PwC economist Lullu Krugel on how the Iran war could reshape the local economy.

24 Mar 1AM 21 min

[TOP STORY] Buying undervalued shares when others are pessimistic

‘If the bet is 100% that Pick n Pay won’t turn around that just seems too severe, and I’m prepared to bet against that' – John Biccard from Ninety One.

23 Mar 3AM 6 min

The Fog of War makes investment decisions tough

Nick Kunze of Sanlam Private Wealth weighs in on the potential long-term impacts and opportunities as the Iran war moves into its fourth week, and analyses TFG's trading update. Momentum Group CEO Jeanette Marais on the latest results. John Biccard of Ninety One on managing being a value investor and…

23 Mar 1AM 21 min

[TOP STORY] Gold doesn't go up or down

Hlelo Giyose from First Avenue Investment Management explains the yellow metal’s constancy compared to every other investment asset.

20 Mar 3AM 8 min