Can Top40 at all-time highs hold into 2023

Loading player...
With the Top40 trading just off all-time highs, driven in large part by Richemont and Naspers/Prosus, Jimmy Moyaha looks at holding these stocks in 2023. Richard Carter of Allan Gray on the two-pot retirement system. Will it arrive this year and in what guise ?Miyelani Maluleke of Absa on December PMI data, as load shedding hammers manufacturing.
9 Jan 2023 12AM English South Africa Business News · Business

Other recent episodes

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

Fed dot plot pushes next cut to yearend

Kea Nonyana from PrimeXBT unpacks the latest from PPC, dives into iOCO’s results, and breaks down what the Fed’s dot plot signals for markets. Dr Roelof Botha shares insights from the Q4 2025 Afrimat Construction Index, highlighting key trends shaping the sector. Wiehahn Koch from Capitec explores the advantages of…
19 Mar 1AM 19 min