[TOP STORY] Transnet’s revival and its economic impact
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Thanzi Ramukosi from Ninety One dives into the freight and logistics company’s turnaround – is real progress finally on track?
Other recent episodes
[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.
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…
[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.
Clicks is cheap, but not yet a buy
Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem's numbers and what they, alongside Clicks, reveal about the struggling South African consumer. Luigi Marinus from PPS Investments explains why elections matter, but shouldn't drive your investment strategy. And Herschel Jawitz, CEO of Jawitz Properties, looks at why local elections are crucial…
[TOP STORY] Bond market jitters, global yields, and political risk
‘With US Treasury yields spiking to multi-decade highs, you can imagine market participants are getting nervous, so … we took a look at whether that nervousness is warranted or not’ – Anthea Gardner, Cartesian Capital.