Looking for out-sized returns? EMs are where its at

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RMB's Matete Thulare unpacks BHP Group results: is this the peak of mining profits? Bryan Turner from SPEAR Capital on EMs being a misunderstood investment destination. Johann van Tonder from Momentum talks the state of local consumer finances ... it's not good.

17 Aug 2022 1AM English South Africa Business News · Business

[TOP STORY] Managing market volatility with both fundamentals and technology

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'.

20 May 2AM 6 min

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.

20 May 1AM 20 min

[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.

18 May 2AM 5 min