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[TOP STORY] Looking at residential rentals for Q3

‘Where we thought we had seen the bottom of the vacancies...we're starting to see those vacancy rates start to edge up again’: Michelle Dickens, CEO of TPN Credit Bureau

2 Dec 2021 1AM 6 min

Bidcorp benefits from pandemic

Absa's Carmen Mpelwane on the strong Bidcorp update and weak office update from Emira Property Fund. Michelle Dickens, CEO TPN Credit Bureau, talks their latest vacancy survey showing continued stress in the residential market. Tanya van Lill, Savca CEO, looks at how venture capital can grow the SA economy and…

1 Dec 2021 11PM 20 min

[TOP STORY] How the markets are adjusting to the pandemic; and Twitter versus Google

‘We have really doubled down on Google...and it really has been the right lead’: Gary Booysen from Rand Swiss.

1 Dec 2021 1AM 7 min

Capital Appreciation at all-time highs on strong results

Gary Booysen of Rand Swiss talks the current volatile markets and Jack Dorsey stepping down as CEO of Twitter, is the social media company an investment? Capital Appreciation CFO Alan Salomon on results that show improved margins and strong cash flow.

1 Dec 2021 12AM 20 min

[TOP STORY] The performance and drivers of emerging markets vs developed markets

‘There are all sorts of reasons why we can't see emerging markets starting to outperform next year’: Peter van der Ross – Stanlib Multi-Strategy.

30 Nov 2021 4AM 7 min

Aspen’s vaccine manufacturing could be blue sky

Alex Duys of Umthombo Wealth on Implats's followup offer for RBPlats. Andrew Skudder, RIB CCS CEO, on how the construction industry can benefit SA. Stanlib's Peter van der Ross talks emerging markets and why they haven't structurally outperformed developed markets

30 Nov 2021 12AM 21 min

[TOP STORY] The place of endowments within financial planning

For flexibility and optionality in terms of properly diversifying offshore, one needs to know the capacity and the rules: Roenica Tyson – investment product manager at Glacier by Sanlam.

29 Nov 2021 1AM 4 min

Did buying Friday's Omicron selloff make you money?

Sanlam Private Wealth's Nick Kunze takes a look at market responses to Omicron. Frank Magwegwe of Sanlam Health Solutions as people downgrade their medical aid to save money, but at what cost? Roenica Tyson investment product manager at Glacier by Sanlam talks all things endowments.

29 Nov 2021 12AM 20 min

[TOP STORY] Strong numbers from TWK

The filling station division a dark spot, but mechanisation, crops, fertilisers and the new renewable energy segment all doing well: CEO Eddie Fivaz.

26 Nov 2021 1AM 5 min

Invicta reports strong results despite supply challenges

FNB's Wayne McCurrie unpacks the strong Mr Price results and the Growthpoint update. Steven Joffe, CEO Invicta, talks results and why it elected not to pay a dividend. Eddie Fivaz of TWK on results with the retail and mechanisation segment showing strong growth.

26 Nov 2021 12AM 21 min

[TOP STORY] Treasury’s proposed ban on retirement-fund investing into crypto assets

‘I think [cryptocurrencies are] an area in which financial inclusion can be developed, where young entrepreneurial ventures can develop products for the world’: David Geral – Bowmans.

25 Nov 2021 12AM 4 min

Arrowhead bucking the office trend

Deryck Janse van Rensburg of Anchor unpacks Lewis and Tsogo Sun Hotel results. Arrowhead Properties CIO Alon Kirkel talks the company's results and R1bn in asset disposals. Bowmans's David Geral on the legalities around crypto assets in pension funds.

25 Nov 2021 12AM 19 min

Shopping trends in the past 20 months

‘People don't have the money to try all new brands...[so they] go for the tried-and-trusted because they cannot waste the money’: Ged Nooy, MD of NielsenIQ SA.

24 Nov 2021 1AM 5 min

Lessons from the Turkish lira collapse

RMB's Matete Thulare talks markets as the Turkish lira loses almost 20% on Tuesday. PPC CEO Roland van Wijnen on results as margins improve despite input costs hurting. Ged Nooy of NielsenIQ takes a look at changing consumer trends.

24 Nov 2021 12AM 20 min

Globally dividends are ‘rocking’

‘I think the unprecedented stimulus we've seen from both monetary policy and fiscal stimulus combine to make a very positive environment for corporates’: Jane Shoemake – client portfolio manager at Janus Henderson Investors.

23 Nov 2021 1AM 6 min

Beware the cyclical stocks

FNB's Chantal Marx talks company financials as results pour in and Barloworld delivers a special dividend. Omnia CEO Seelan Gobalsamy on strong results as margins and revenue increase. Jane Shoemake of Janus Henderson talks distributions as global dividends are set to return to pre-pandemic levels.

23 Nov 2021 12AM 22 min

Rumours of a potential offer for AVI?

Years from now, in ‘an extreme case, we could find that...we've no longer the Top 40, because there aren’t enough stocks to actually make it up’: Independent analyst Jimmy Moyaha.

22 Nov 2021 1AM 4 min

Lower LSM retailers seeing strong growth

Independent analyst Jimmy Moyaha takes a look at the AVI takeover speculation. Pepkor CEO Leon Lourens unpacks results as the lower LSM does well. Noel Doyle, CEO of Tiger Brands, as own goals and riots hurt profits.

22 Nov 2021 12AM 21 min

A look at the MTBPS's proposed two-pot retirement system

Blessing Utete from Old Mutual Corporate believes that ‘the proposed forms will improve retirement outcomes...with lot more preservation in the long term’.

19 Nov 2021 1AM 8 min

Leisure stocks still offering good opportunity

Nesan Nair from Sasfin on Life Healthcare results and the updates from both Tsogo Gaming and Hotels. Old Mutual Corporate's Blessing Utete unpacks the proposed two pot pension scheme.

19 Nov 2021 12AM 20 min