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Adcock Ingram capacity utilisation worryingly low

FNB's Chantal Marx on Adcock Ingram results as we all get flu again. Economist Elize Kruger talks BankservAfrica’s July take-home pay which shows some relief to consumers. Dr Stuart Theobald from Krutham talks the changing trends in research.

24 Aug 2023 12AM 20 min

[TOP STORY] June inflation firmly back within the inflation target

‘We don't have cuts coming through perhaps as speedily as they would've in previous monetary policy cycles’: Rhandzo Mukansi of Futuregrowth.

23 Aug 2023 3AM 6 min

BHP Group: 'The time to buy is now'

EA Capital's Kea Nonyana unpacks results from BGP Group and Spur. Varshan Maharaj from the Allan Gray Frontier Markets Equity Fund on what a frontier market is and whether they are offering value. Rhandzo Mukansi Futuregrowth talks investor sentiment as it rebounds in July.

23 Aug 2023 1AM 21 min

What’s happening at Curro and ADvTECH?

SA’s education stocks are ‘very different businesses earning very different returns’. Keith McLachlan of Integral Asset Managers looks at results and prospects.

22 Aug 2023 5AM 6 min

Thungela flush with cash

Witthuhn from Anchor on markets as Thungela's results saw Heps off 67% as coal prices fell by a similar amount over the last year. Keith McLachlan from Integral Asset Managers unpacks Curro's results and takes a broader look at the education sector. DebtBusters's Benay Sager talks debt as more South…

22 Aug 2023 1AM 20 min

[TOP STORY] How South Africans are investing in crypto

Here we are seeing the average first purchase is around R650, and globally it's around R400: Christo de Wit – Luno.

21 Aug 2023 3AM 5 min

High inflation taking its toll on food producers

Gary Booysen from Rand Swiss on Libstar's poor trading update. Are any food producers looking attractive? Capitec's Busi Radebe talks Payshap … what is it, and how does it work? Christo de Wit from Luno on who is buying crypto and how much they are spending.

21 Aug 2023 1AM 20 min

[TOP STORY] Decoded: Central banker lingo

‘If you are responsible for the economy of your country, you've got to communicate in simple, straightforward terms’: Russell Silberston.

18 Aug 2023 4AM 7 min

Standard Bank excels … but tough times ahead

Independent analyst Karl Gevers talks Standard Bank's results and compares them to recently released Absa, Nedbank and Gold Fields financials as profits decreased but dividends increased. Ninety One's Russell Silberston unpacks central bank speak … why it’s crucial that the public understands it and why the Bank of England is…

18 Aug 2023 12AM 20 min

SA's near-term growth story looking 'a little better'

SA needs to compensate foreign investors for bringing their money in...so we are expecting a very shallow interest-rate cutting cycle – Miyelani Maluleke, economist at Absa CIB.

17 Aug 2023 4AM 6 min

Regional malls still resilient

FNB's Sithembile Bopela on the Resilient Reit results as LTV moves higher and energy costs hurt. Duncan Lamont from Schroders talks shrinking global equity markets as listings more than halve. Miyelani Maluleke from Absa Corporate and Investment Banking discusses the bank's near-term growth forecasts.

17 Aug 2023 1AM 21 min

[TOP STORY] Will we soon see a 32-hour workweek?

SA companies testing ‘100% pay, 80% workweek for 100% output’ have remained revenue- and productivity-positive: Karen Lowe – 4 Day Week SA.

16 Aug 2023 3AM 7 min

Short-term insurance offering opportunity?

In light of the recent Santam and OUTsurance updates, Mia Kriegler from Kruger International looks at whether long or short-term insurers are offering opportunity. Karen Lowe from 4 Day Week SA talks their pilot 4-day work week project. Wandile Sihlobo from the Agricultural Business Chamber of SA talks agriculture export…

16 Aug 2023 12AM 20 min

[TOP STORY] Insurtech explodes around the world

The technology gives you many more features, like the ability to pause cover or insure particular items – Everything.Insure CEO Vis Govender.

15 Aug 2023 3AM 6 min

US debt still a long-term concern

Anchor's Deryck Janse van Rensburg unpacks Absa's and MTN's results as Mastercard plans to buy a stake in the telco's fintech unit. Sean Kelly from Paragon Wealth Managers talks Fitch's downgrade of the US. Vis Govender of Everything.Insure offers insights into concerns about concentration in and how to foster growth…

15 Aug 2023 1AM 21 min

[TOP STORY] Investing so you don't outlive your money

During the 30 years you can expect to live after stopping work you’ll continue to need to invest.

14 Aug 2023 3AM 5 min

Markets looking weak after a huge run in 2023

Sanlam's Nick Kunze talks markets as they look like they’re rolling over … US PPI shows inflation is not completely behind us and locally Aspen is looking strong. Paul Hutchinson from Ninety One on why you may have longer than you think as an investor and why it matters. Dylan…

14 Aug 2023 12AM 18 min

[TOP STORY] Revving up: What SA needs to jump-start its EV market

The country needs to deal with the high prices of electric cars and put in countrywide charging infrastructure’: Thesele Mampane – Futuregrowth.

11 Aug 2023 3AM 10 min

US inflation data offers Fed flexibility amid recession concerns

Kea Nonyana from EA Capital talks the latest promising US inflation data. Futuregrowth's Thesele Mampane on the advancement of new EVs in South Africa. Jimmy offers his insights on the copper market.

11 Aug 2023 1AM 21 min

[TOP STORY] Will we achieve the softer landing everybody's hoping for?

‘For the time being it seems all is well, but obviously these moments don't last forever’: Isak Odendaal – Old Mutual Wealth.

10 Aug 2023 3AM 7 min