Not yet a buy … mining stocks under pressure

Loading player...
Independent analyst Jimmy Moyaha unpacks South32 results which saw profits plunge and struggling Sasol results from earlier in the week.
David Rees from Schroders talks China's problem of deflation and high debt … are we seeing the Japanification of China?
Simon offers his thoughts on capacity utilisation in manufacturing and the leverage effect.
25 Aug 2023 1AM English South Africa Business News · Business

Other recent episodes

Bye bye Mag 7 ... Mangos are driving markets now

Schalk Louw from PSG Old Oak unpacks Hyprop's strong update and why value stocks and emerging markets are outperforming this year, while the Mag 7 trade near their lowest valuations for 2026. Sanlam Corporate's John Anderson discusses the findings of the 45th Sanlam Benchmark Survey, exploring how South Africans are…
26 Jun 1AM 19 min

[TOP STORY] Real take-home pay at a two-year low

‘I think we're going to see more of that sort of luxury spending still under pressure in the second half of the year and more of a focus on the essential spending’ – Independent economist Elize Kruger.
25 Jun 2AM 4 min

Gold struggling under higher rates

Kea Nonyana from PrimeXBT unpacks the latest updates from Growthpoint and Nedbank, and what they mean for investors. Vunani CEO Ethan Dube joins us to discuss the group’s return to profitability and its decision to pay out most of Heps as a dividend. Economist Elize Kruger weighs in on the…
25 Jun 1AM 19 min