2023: Maybe not as bad as it feels

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Reko Nare from Anchor Capital on where he’s looking for value on the JSE into 2024.
Keith McLachlan Integral Asset Management on Transaction Capital results as they shift strategy.
Old Mutual’s Johann Els on negative Q3 GDP data, are we on track for a technical recession?

6 Dec 2023 12AM English South Africa Business News · Business

[TOP STORY] Q3 2026: Steady overall gold demand amid record high prices

‘Overall, this speaks to … the fact that central banks want to diversify and manage their risk, that they continue to buy in most circumstances’ – Krishan Gopaul, World Gold Council.

5 Nov 1AM 7 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

[TOP STORY] The battle for AI dominance: open-weight versus closed-weight models

‘The old story of delivering 95% of the quality for 5% of the price is a very hard one to beat. And that is what the Chinese models are essentially banking on’ – Dr Michael Power.

3 Nov 2AM 5 min

Altron earnings quality continues to improve

Alyssa Viljoen, MD of Merchant West Investments, unpacks Altron’s strong results as annuity income continues to grow, and Invicta’s tough trading update, which comes as little surprise given recent PMI data. Redefine CEO Andrew König discusses results showing 7% growth in both dividends and per-share distributions. And Michael Power, geoeconomic…

3 Nov 12AM 21 min

[TOP STORY] Elections, valuations, and long-term strategy

‘We have to watch the earnings and see if that's sustainable’: Luigi Marinus from PPS Investments.

2 Nov 1AM 7 min