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US jobs growth belies recession talk

Nick Kunze of Sanlam Private Wealth on another knock-out US jobs data release and brent oil under pressure. Mpact CEO Bruce Strong on results, as containerboard and cartonboard boost profits. Steven Beattie Tuition's founder on shareholder rights.

10 Aug 2022 1AM 19 min

[TOP STORY] Musings on Pelosi’s trip to Taiwan, the Russia/Ukraine situation

‘The Chinese are experiencing a really drastic upheaval in their real estate/lending sector. That I think might be a good way to distract from these internal conflicts that are much harder to solve’: Viv Govender of Rand Swiss.

8 Aug 2022 3AM 10 min

Pelosi's Taiwan visit adds to US/China tensions, but invasion unlikely

Viv Govender of Rand Swiss on geopolitical concerns in both Taiwan & Ukraine as markets seem unconcerned and an update on the Tesla valuation. Andrew Davison of Old Mutual Corporate Consultants compares active vs passive so far in 2022, and more importantly, how to pick fund managers that deliver consistent…

8 Aug 2022 12AM 21 min

[TOP STORY] Thungela lesson: How to spot a mispriced share

Peregrine Capital tries to find companies that are most mispriced, where you will get the most for what you pay: CEO Jacques Conradie.

5 Aug 2022 3AM 8 min

Strong Mondi results but forward guidance worries market

FNB's Thabiso Mamathuba unpacks the Sasol update, Mondi's results and the Mediclinic buyout offer. Jacques Conradie from Peregrine Capital on finding winners where the market isn’t looking for superior returns. Simon offers his thoughts on the base effect on results as the local earnings session kicks off.

5 Aug 2022 1AM 20 min

[TOP STORY] Time to buy US consumer discretionary and tech stocks?

‘When you do find good companies trading on compelling valuations and you have a long-term view, I think that's more often than not the time to buy’: Flagship portfolio manager Kyle Wales.

4 Aug 2022 2AM 5 min

Absa updates show local banks offering value

Independent analyst Jimmy Moyaha on the Absa updates: Are banks offering value? Kyle Wales from Flagship Asset Management asks if it's time to buy consumer discretionary and tech. Satrix CFO Rick Martin as they change their government bond from total return to paying out income to investors.

4 Aug 2022 1AM 18 min

[TOP STORY] Shopify says online shopping trends are reversing

Over a two-year period e-commerce as a percentage of retail sales has pretty much shot up and come back down, but is still in line with long-term average growth rates: AnBro Capital CIO Craig Antonie.

3 Aug 2022 2AM 8 min

Retailer margins being squeezed by inflation

FNB's Wayne McCurrie on results from RBPlats and Massmart's trading update. Craig Antonie from AnBro Capital as online retail reverts back to the pre-pandemic trend. Citadel Global's Bianca Botes talks asset swaps.

3 Aug 2022 1AM 21 min

[TOP STORY] Talking base effects and inflation

‘I don't think [central banks will] necessarily keep going at that 75 basis-point hike, but you're going to see further hikes during the remainder of this year’: Stanlib chief economist Kevin Lings

2 Aug 2022 3AM 6 min

Is the Nasdaq in a bear market rally?

Herenya Capital's Petri Redelinghuys talks markets as the Nasdaq has run over 15% since the June lows. Kevin Lings from Stanlib on how the base effect will bring down inflation next year. Absa's Justin Schmidt talks the latest PMI data as it falls to levels last seen during the July…

2 Aug 2022 1AM 20 min

[TOP STORY] Karooooo results for 2023 Q1 to end May, 2022

‘I certainly find there is inflation pressure; not so much on our telematics devices because we have reengineered our devices in the last few years to make sure we can get components:’ CEO and founder Zak Calisto.

1 Aug 2022 4AM 6 min

EOH still needs to fix its capital structure

Alex Duys Umthombo Wealth unpacks EOH's update and Ellies's results. Zak Calisto from Karooooo talks the company's strong results, especially in Asia. Futuregrowth's Bongile James on the funding and practical issues of energy deregulation.

1 Aug 2022 1AM 21 min

[TOP STORY] The US economic situation is ‘messy’

‘That cocktail of stubborn elevated inflation and very sluggish economic growth’ is far-ranging in terms of its impact: Dr Adrian Saville – Genera Capital.

29 Jul 2022 4AM 8 min

TFG update confirms it as the clothing retail gold standard

Independent analyst Jimmy Moyaha unpacks The Foschini Group and Mediclinic updates. Investment specialist Adrian Saville talks US rates and Q2 GDP data that confirms the US is in recession. Simon offers his warning of waiting for a bottom in the market.

29 Jul 2022 12AM 20 min

[TOP STORY] The impact of rising rates on cash and equity investments

Cash fixed for a term won’t benefit from current interest-rate hikes: Samukelo Zwane, product head at FNB Wealth and Investments

28 Jul 2022 2AM 6 min

Inflation-hit salaries reducing shoppers' purchasing power

Carmen Mpelwane Portfolio Manager Absa Asset Management on British American Tobacco results and AVI update. Samukelo Zwane Product Head at FNB Wealth and Investments on the impact of MPC raising rates on cash and our equity investments. Elize Kruger on the BankservAfrica data showing local salaries struggling to keep track…

28 Jul 2022 12AM 19 min

[TOP STORY] Talking power generation in the president’s new dispensation

Ellies needs ‘a little light fairy’, ARB/Sabvest shines bright in solar, Reunert has cables and Renergen is about to ‘switch on the gas’: Anthony Cark – Small Talk Daily.

27 Jul 2022 3AM 6 min

A look at a VC investment in the cannabis industry

FNB's Wayne McCurrie talks updates from retailers; Woolies, Shoprite and Pick n Pay. As the president frees up the electricity grid Small Talk Daily analyst Anthony Clark asks if there are any JSE stocks with potential to benefit. Pierre van der Hoven from cannabis investment company Silverleaf Investments as it…

27 Jul 2022 1AM 20 min

[TOP STORY] Crypto investors now see possible opportunity

Equities having picked up last week has probably been the major catalyst for the run in the crypto market, reckons Luno’s Marius Reitz.

26 Jul 2022 2AM 4 min