Trump can’t Taco out of this war

Loading player...
Schalk Louw from PSG Old Oak unpacks Standard Bank’s strong-looking results, with the group now deriving 40% from the rest of Africa, while we also touch on Woolies’s sudden CEO exit and ongoing oil pressure. Ayesha Hatea from TransUnion Africa joins us on the new trends emerging after new vehicle sales hit a decade high. Plus, Simon asks whether the Iranian war could prove to be another Taco trade.
13 Mar 1AM English South Africa Business News · Business

Other recent episodes

Now’s the time to buy PGM stocks

Zimele Mbanjwa from FNB Wealth & Investments unpacks February mining output data, with a surge driven by a 50% jump in PGM production, and asks whether any PGM miners are starting to look attractive. Nerina Visser, director at ETFsa, joins us as an offshore ETF lists on the JSE this…
15 Apr 1AM 19 min

[TOP STORY] SA Reit returns drop sharply

Ian Anderson from Merchant West Investments weighs in on the local Reit sector’s response to the war in Iran spooking markets, and some increased demand for office space.
14 Apr 3AM 7 min

Quick profit-taking can shield portfolios in choppy markets

Petri Redelinghuys from Herenya Capital Advisors unpacks how he navigates the fog of unreliable war-time information when making investment calls. Ian Anderson from Merchant West Investments weighs in on the local Reit sector after a sharp 12.3% drop in March – is this a buying opportunity or a warning sign?…
14 Apr 1AM 20 min