When investing, macro data trend is what matters

Loading player...

Carmen Mpelwane, investment analyst at Sanlam Investments, on local inflation creeping higher to 7% and the FOMC's rate decision last night. How much does she consider these data points in analysing investments?
Sithembile Bopela, investment research analyst at FNB Wealth & Investments, on strong numbers in OUTsurance's results, even as new business only grows 8.6%.Dr Roelof Botha on the Afrimat Construction Index. Are we seeing spending pick up or is it constrained by load shedding and weak GDP growth?

23 Mar 2023 1AM English South Africa Business News · Business

Other recent episodes

No Optasia IPO pop … but there is value

Sithembile Bopela from FNB Wealth and Investments on Optasia’s muted debut – is there real value emerging? Citadel’s Maarten Ackerman on what to expect from the MTBPS: inflation targeting, revenue trends, and GNU alignment. Future Forex CEO Harry Scherzer warns that post-grey-list, FX transactions face tighter scrutiny.

5 Nov 12AM 20 min

[TOP STORY] What the October PMI data tells us about the economy

Absa CIB’s Sello Sekele reflects on SA’s manufacturing sector slipping back into contraction after briefly climbing above 50 in September.

4 Nov 1AM 5 min

Is the gold selloff over?

Petri Redelinghuys from Herenya Capital Advisors on whether gold can keep its footing near $4 000 or if weakness lies ahead — and the key levels to watch. Redefine COO Leon Kok on results as lower LTV and easing interest rates lift sentiment. Absa CIB’s Sello Sekele on the October…

4 Nov 12AM 21 min

[TOP STORY] Power struggles: Why SA’s economy can't catch a break

Coface economist Aroni Chaudhuri points to the stark realities of why South Africa has ‘basically underperformed every other emerging economy’ since 2010.

3 Nov 3AM 7 min

Mag 7 generating massive free cash flow

Sanlam Private Wealth’s Nick Kunze unpacks Aspen’s €25 million boost, Vodacom’s latest trading update, and the standout themes from the Mag 7 results. Coface Group Africa’s Aroni Chaudhuri weighs in on the power challenges still facing SA. Eighty20’s Andrew Fulton delves into South Africans’ gambling habits – and which parts…

3 Nov 12AM 20 min

All episodes