The power of economic data for investors

Loading player...

Citadel's Bianca Botes on the macro data she’s watching most closely and concerns for the rand as we started the year around R17/US$.
Shane Packman from Morningstar SA on the investment case (and risks) for locally listed Reits.
Kavi Pather of EY Africa on their CEO Survey showing two thirds seeing AI as ‘force for good' - but ethical concerns persist.

2 Oct 2023 1AM English South Africa Business News · Business

Other recent episodes

[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

Is WeBuyCars another victim of cheap Chinese cars?

Chantal Marx from FNB Wealth & Investments unpacks Balwin’s upbeat results as lower rates lift sales. Dylan Govender from Investec Business Banking discusses local ports as they steadily get back on track. Sihle Tuta from PrimeXBT South Africa discusses regulation and rebuilding trust in the crypto and trading space.

29 Oct 1AM 21 min

[TOP STORY] ‘We have an available market that we are not yet selling to’

RMB’s Isaah Mhlanga shares insights on where investors should look for the next big opportunities across Africa.

28 Oct 3AM 5 min

All episodes