Not yet a buy … mining stocks under pressure

Loading player...
Independent analyst Jimmy Moyaha unpacks South32 results which saw profits plunge and struggling Sasol results from earlier in the week.
David Rees from Schroders talks China's problem of deflation and high debt … are we seeing the Japanification of China?
Simon offers his thoughts on capacity utilisation in manufacturing and the leverage effect.
25 Aug 2023 1AM English South Africa Business News · Business

Other recent episodes

Don’t be surprised by a Nasdaq selloff

Independent analyst Jimmy Moyaha unpacks the latest Optasia update and a storming day for AngloGold Ashanti as gold surges and the miner releases its Q3 results. Simon Fillmore, CIO at Independent Securities, asks whether South African equities, still trading at bargain valuations, are finally showing signs of a rerating. Plus,…
6 Nov 12AM 20 min

Oil collapse is good news for inflation

Danie Dörfling-Kruger from Moore Infinity unpacks how oil and gold are responding to the US elections, and whether local results could drive a broader short-term market bounce. Kingsley Williams, CIO at Satrix, explores why the world invests the way it does and where passive investing fits into the picture. Krish…
5 Nov 12AM 22 min