[TOP STORY] JSE driven by China over past decade

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‘I think there are substantial opportunities for equity investors, at least in Europe and the US and Japan, [so] you don't need to dig too deeply into China’: Pieter Hundersmarck at Flagship Asset Management.

11 Jul 2022 2AM English South Africa Business News · Business

[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

Can AI assist with investing?

Matete Thulare of Investec on the rand, which has been holding on fairly well. But, is the collapse still to come? Hlelo Giyose of First Avenue Investment Management weighs in on gold, how it’s priced, and the stock-to-flow ratio impact on commodity prices. And, Simon's thoughts on using AI to…

20 Mar 1AM 22 min

[TOP STORY] Capitec redefining lending in SA

Wiehahn Koch explores the bank’s innovative ‘purpose lending’, which links credit to specific life improvement goals like mobility and education – rather than mere consumption.

19 Mar 3AM 5 min