Absa delivers – and still looks cheap
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Analysis of Spain’s economic turnaround and the lessons SA can take from its recovery, plus a look at why medical savings accounts run out so quickly.
Other recent episodes
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Jameel Ahmad from GTCFX notes: ‘This is the first year I’ve known where headlines have driven the market’.
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Analysis of improving business debt conditions in SA, and whether economic data still matters in today’s markets.
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‘I think it absolutely the right action to increase the contribution from jewellery … and decrease exposure to the overall luxury watch category’ – Tasneem Samodien from Private Clients by Old Mutual.