Local and global PMI shows supply chains back to normal

Loading player...

Carmen Mpelwane from Sanlam Investments unpacks AVI's results: how did it manage to protect margins given the tough economic environment? Miyelani Maluleke of Absa CIB discusses the March PMI numbers which slipped further but showed some positive signs. Airbnb's Velma Corcoran on the company's proposed regulation of short-term rentals and a look at host numbers and earnings in SA.

4 Apr 2023 1AM English South Africa Business News · Business

Other recent episodes

[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

[TOP STORY] What drivers are moving the gold market forward?

World Gold Council Strategist Joe Cavatoni weighs in on how central banks are rethinking their reserves.

31 Oct 3AM 9 min

All episodes