[TOP STORY] Afrimat Q3 Construction Index highest since Q4 of 2016

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Dr Roelof Botha considers the interest rate increases ‘unwarranted’ as a result of the Reserve Bank’s emphasis on the inflation expectation survey.

7 Dec 2023 3AM English South Africa Business News · Business

[TOP STORY] An exciting week for monetary nerds

Old Mutual Group chief economist Johann Els gives a reasoned prognostication of US and SA interest-rate cuts for the remainder of 2024.

18 Sep 3AM 6 min

The benefits of a shrinking JSE

Independent analyst Carmen Mpelwane on OUTsurance's results, special dividend, and strong earnings. Johann Els from Old Mutual Group on central banks beginning the rate-cutting cycle. Eugene Botha from Momentum Investments on concerns over a shrinking JSE.

18 Sep 12AM 19 min

[TOP STORY] The importance of the US consumer for global and SA investors

‘We talk about job growth, but of course [US] unemployment is at 4.3%, with some fairly significant revisions downwards’ – JD Hayward from Flagship Asset Management.

17 Sep 2AM 5 min

How much will rate cuts help consumers?

Kieran Witthuhn from Anchor on Adobe's 8% stock drop despite strong earnings. FNB CEO Harry Kellan on results, consumer health, and the impact of rate cuts on household finances. JD Hayward from Flagship Asset Management on why the US consumer is crucial for SA investors.

17 Sep 1AM 20 min

[TOP STORY] Wine master Tim Atkin enthuses about SA’s wine scene

SA wines are as good as those of any country in the world, ‘and possibly better value, actually’ – says the co-chair of the International Wine Challenge.

16 Sep 3AM 6 min

[TOP STORY] Afrimat Q3 Construction Index highest since Q4 of 2016

Other recent episodes

[TOP STORY] An exciting week for monetary nerds

The benefits of a shrinking JSE

[TOP STORY] The importance of the US consumer for global and SA investors

How much will rate cuts help consumers?

[TOP STORY] Wine master Tim Atkin enthuses about SA’s wine scene

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