This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

19 Feb - Truworths results and the shrinking JSE

Loading player...

Sasfin's Nesan Nair talks Truworths results and the shrinking JSE as another stock delists. Wikus Furstenberg from Futuregrowth Asset Management says it's not all doom and gloom for Finance Minister Tito Mboweni's budget speech next week. OneLogix CEO, Ian Lourens, unpacks their results and how they have diversified the company into an agri business.

19 Feb 2021 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] How UCT students manage investment passion with academic life

Risi Mkhabela, Corporate Relations Director, UCT Investment Society, explains the group’s diverse structures, including the competitive Trading Club, which uses simulated cash for learning.

21 May 3AM 6 min

Nvidia results beat all expectations

Kieran Witthuhn of Anchor Capital unpacks last night’s Nvidia results. Risi Mkhabela from the UCT Investment Society discusses its growth and how it operates, while Jono Bowling of Standard Bank CIB explains its latest MSCI World structured product offering 100% capital protection.

21 May 1AM 20 min

[TOP STORY] Managing market volatility with both fundamentals and technology

STANLIB’s Rademeyer Vermaak believes an investor’s key insight in trying times should be ‘to focus not so much on what is changing, but on what stays the same'.

20 May 2AM 6 min

Famous Brands facing a tough market

Chantal Marx from FNB Wealth & Investments unpacks Famous Brands’s results, with decent growth, refinanced debt and a share buyback in focus. Rademeyer Vermaak from STANLIB Asset Management explains how its systematic process is navigating volatile markets. Plus, Tracey-Lee Zürcher-Campbell from Payflex on the BNPL myths South Africa has disproven.

20 May 1AM 20 min

[TOP STORY] Calgro M3 Is digging deep into infrastructure and memorial parks

CEO Ben Pierre Malherbe discusses the company’s strategic shift: Selling non-core assets, developing bulk infrastructure, and expanding core projects through 2027.

19 May 4AM 6 min

All episodes