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

Hospitality stocks still offering upside

Loading player...

Anchor's Deryck Janse van Rensburg on Murray & Roberts's sale of Clough in a desperate effort to raise cash. Feroz Basa of Sanlam Investments on the perfect storm in the US and Europe which could spark a cyclical dash to emerging markets. The JSE's Shameela Ebrahim talks the importance of the private sector being involved in conversations taking place at COP27.

9 Nov 2022 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Direct sales and jewellery focus reshape Richemont’s future

‘I think it absolutely the right action to increase the contribution from jewellery … and decrease exposure to the overall luxury watch category’ – Tasneem Samodien from Private Clients by Old Mutual.

24 Aug 2AM 6 min

Cell C results: Is the value proposition compelling?

Analysis of Cell C’s latest results as the stock trades just below its November IPO price, and a look at how a tough decision taken by Richemont a decade ago is paying dividends in today’s share price.

24 Aug 1AM 22 min

[TOP STORY] Preferring active over passive in the current environment?

Luigi Marinus of PPS Investments cautions that chasing hot stocks might burn your passive portfolio.

21 Aug 2AM 6 min

Spur with a taste for dividends

Analysis of Spur’s strong results against a tougher performance from Exxaro and the opportunities that shifting market regimes are creating for active investors.

21 Aug 1AM 19 min

[TOP STORY] The complex forces behind July’s inflation drop

Investec’s Tertia Jacobs breaks down July inflation, which came in below expectations, and considers the fuel price rollercoaster.

20 Aug 2AM 5 min

All episodes