Opportunities in SA retail …but patience needed

Loading player...

Deryck Janse van Rensburg from Anchor Securities unpacks TFG's latest results which saw good revenue growth but a modest Heps increase and a decreased dividend. As shareholder activist NGO, Just Share, turns five, Tracey Davies discusses the many highlights over that period. Amol Prabhu from Barclays looks at how wealth in Africa has accelerated.

12 Jun 2023 12AM English South Africa Business News · Business

Other recent episodes

[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

Clicks vs Dis-Chem: Which is the better investment?

PSG Old Oak’s Schalk Louw unpacks how Dis-Chem stacks up against Clicks in the latest retail health results. Joe Cavatoni from the World Gold Council discusses record-breaking demand in their Q3 2025 Gold Demand Trends report. Plus, Simon weighs in on 'trade peace in our time” as Trump and Xi…

31 Oct 1AM 20 min

[TOP STORY] Our country’s pension system rating up from D to C

Belinda Sullivan from Alexforbes unpacks South Africa's score in the 2025 Mercer CFA Institute Global Pension Index.

30 Oct 3AM 7 min

Powell signals pause in US rate-cut plans

Kieran Witthuhn from Anchor on the Fed’s rate call and Nvidia’s rise as the world’s first $5 trillion company – but is it still worth holding? Nicholas De Clercq from Prescient Investment Management on why a handful of stocks are steering the JSE’s direction. Belinda Sullivan from Alexforbes unpacks how…

30 Oct 1AM 21 min

[TOP STORY] South Africa is revamping its ports

‘We're seeing deliverables actually come through now in terms of investment, in terms of equipment improvements’ – Dylan Govender from Investec Business Banking.

29 Oct 2AM 6 min

All episodes