Scary headlines may create buying opportunities Segment 01
Loading player...
Brexit created buying opportunities for SA companies with UK exposure - Duncan Artus – portfolio manager – Allan Gray.
Other recent episodes
[FULL SHOW] Interest rates on hold, road to the PIC AGM and the future of grid stability
This evening, we wrap up the day's market action with Sanlam Private Wealth, unpack the MPC's decision to hold interest rates with the Institute for Economic Justice, explore South Africa's LNG opportunities with Standard Bank Group, examine the PIC governance crisis with the University of Johannesburg, discuss the challenge of…
Market Watcher: Choppy waters for the markets
Nick Kunze of Sanlam Private Wealth discusses the JSE's decline, driven by higher oil prices, Google's AI spending and interest rate uncertainty. He explains why the MPC's decision to hold rates is good for consumers, and reflects on weaker US markets, Google's $6 billion AI investment and Tesla's lower profits.
Borrowers get relief as MPC holds interest rates
Dr Mzwanele Ntshwanti – Senior researcher, Institute for Economic Justice
PIC intervention: What can we expect from Godongwana’s urgent general meeting on Monday?
Professor Busani Ngcaweni – Director: Centre for Public Policy and African Studies, University of Johannesburg
Unlocking LNG opportunities into South Africa
Paul Eardley-Taylor – Gas sector lead, Standard Bank Group