Red Sea closure no benefit to SA

Loading player...
Mia Kriegler of Kruger International on where she sees opportunity in offshore markets after a strong rebound in 2023.
Intergral Asset Management's Keith McLachlan shares insights on the small cap space locally and his listed small cap 'actively managed certificates’.
Denys Hobson of Investec discussing the issue of shipping companies avoiding the Red Sea, and whether there are opportunities locally or risks to supply chains.
10 Jan 2024 12AM English South Africa Business News · Business

Other recent episodes

Concerns over Pick n Pay Boxer sale

Allysa Viljoen of Merchant West Investments discusses the WeBuyCars results, which highlighted deflation in used-car prices in the half-year to the end of March. Calgro M3 CEO Ben Pierre Malherbe on the group's latest annual results, key developments like Bankenveld City, and selling out of non-core assets. Plus, Astral Foods…
19 May 1AM 21 min

Surging DM bond yields 'a crisis in the making’

Sanlam Private Wealth's Nick Kunze weighs in on government bonds as developed market yields surge, even as markets trade at highs and amid strong earnings. Casey Sprake of AG Capital on risks to local food inflation moving higher on the back of a potential El Niño. Plus, Lindiwe Sebesho from…
18 May 1AM 20 min