Top Trump trades

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Petri Redelinghuys of Herenya Capital Advisors discusses his top Trump trade.
Joe Klopper from Independent Securities examines how Trump's victory could influence the South African economy.
Niki Giles from Prescient Fund Services unpacks the buzz around active ETFs.

7 Nov 2024 12AM English South Africa Business News · Business

[TOP STORY] Sarb to hike next week to save some pain later?

AG Capital’s Casey Sprake looks ahead to SA’s looming agricultural challenges: El Niño, rising input costs and future food inflation.

18 May 2AM 5 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

[TOP STORY] SA shines for Equites Property Fund amid UK exit

CEO Andrea Taverna-Turisan outlines the Reit’s strategy for low vacancy, high-quality tenants, and sustainable distribution growth locally.

15 May 3AM 7 min

Powell's Fed legacy as he steps down

Pooja Tanna from Perpetua Investment Managers reflects on Jerome Powell's eight-year term as Fed chair, and, the new stewardship expected under Kevin Warsh. Equites CEO Andrea Taverna-Turisan shares insights on the group's latest results and strong balance sheet, as it pivots away from the UK. Plus, Simon's thoughts on South…

15 May 1AM 20 min

[TOP STORY] Field to fork: Farmers’ rising risks and costs

‘In South Africa and the southern hemisphere we are in a more comfortable position in that we will be starting our harvest soon and hopefully see price increases in the near future’ – Loffie Brandt from Absa AgriBusiness.

14 May 4AM 5 min