Is BAT still a defensive stock?

--:--
Independent analyst Jimmy Moyaha on Spur's small Doppio Group acquisition and British American Tobacco sees £25 billion go up in smoke via write-downs. Is it really a defensive stock? Nedbank CIB's Zhann Meyer on COP28 and how farmers can be assisted in the fight against climate change. Simon's thoughts on 2023 … a tough year, but markets have done just fine, thank you!
8 Dec 2023 12AM English South Africa Business News · Business

Other recent episodes

RCL's Rainbow listing could unlock 20% of value

Chantal Marx from FNB Wealth & Investments on RCL results as it looks to list Rainbow separately. Brian McMillan of Investec on their latest structured product, the Nikkei 225 Autocall without currency risk. Momentum Investment's Sanisha Packirisamy explains how shipping disruptions across four regions could slow or even delay rate…
5 Mar 12AM 20 min

Is volatility really a reflection of risk?

Nick Kunze from Sanlam Private Wealth offers insights on the MTN update while expressing concerns about FirstRand's results, which appear modest in comparison to its valuation. Maahir Jakoet from Old Mutual Investment Group shares insights into the tech and healthcare stocks he is currently overweight in. Debra Slabber from Morningstar…
4 Mar 12AM 22 min