[TOP STORY] Cash is giving a very good return
Loading player...
Locally it has been about industrials; resources and financials are struggling: Luigi Marinus – PPS Investments.
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.
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.
[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.
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.
[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.