New credit continues to grow, slowly

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Jimmy Moyaha, independent analyst, talks Telkom results and where to hide in these markets. Adrian Saville of Genera Capital asks if the FOMC should do a Paul Volcker and raise US rates 1% this evening? Researcher Keith Lockwood on the Altron Fintech Short-Term Credit Impact Index.

15 Jun 2022 12AM English South Africa Business News · Business

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STANLIB’s Rademeyer Vermaak believes an investor’s key insight in trying times should be ‘to focus not so much on what is changing, but on what stays the same'.

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Famous Brands facing a tough market

Chantal Marx from FNB Wealth & Investments unpacks Famous Brands’s results, with decent growth, refinanced debt and a share buyback in focus. Rademeyer Vermaak from STANLIB Asset Management explains how its systematic process is navigating volatile markets. Plus, Tracey-Lee Zürcher-Campbell from Payflex on the BNPL myths South Africa has disproven.

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[TOP STORY] Calgro M3 Is digging deep into infrastructure and memorial parks

CEO Ben Pierre Malherbe discusses the company’s strategic shift: Selling non-core assets, developing bulk infrastructure, and expanding core projects through 2027.

19 May 4AM 6 min

Concerns over Pick n Pay Boxer sale

Allysa Viljoen of Merchant West Investments discusses the WeBuyCars results, which highlighted deflation in used-car prices in the half-year to the end of March. Calgro M3 CEO Ben Pierre Malherbe on the group's latest annual results, key developments like Bankenveld City, and selling out of non-core assets. Plus, Astral Foods…

19 May 1AM 21 min

[TOP STORY] Sarb to hike next week to save some pain later?

AG Capital’s Casey Sprake looks ahead to SA’s looming agricultural challenges: El Niño, rising input costs and future food inflation.

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