Local banks attractive at current levels

Loading player...
Schalk Louw from PSG Old Oak talks Standard Bank's results … what did the market think? And then a look at the investment case for banks as we head into the rest of 2024.
Michael Dodd from Morningstar South Africa offers insights on the significant changes to local indices.
Simon notes that consensus in the US now leans towards three rate cuts, down from the initial projection of six earlier in the year. What will be the impact on our rates and markets globally?
15 Mar 2024 12AM English South Africa Business News · Business

Other recent episodes

It’s a bull market, don’t fight it

Nick Kunze from Sanlam Private Wealth unpacks South Africa’s grey-list exit, the latest US CPI print, a potential US-China thaw – and why global markets are flirting with record highs. Ninety One’s Hannes van den Berg highlights where real value still lies locally – and the risks – as precious…
27 Oct 1AM 21 min

Has Sasol’s long recovery finally taken hold?

PSG Wealth’s Schalk Louw on Sasol’s strong update that investors cheered, and Clicks’s steady top-line growth paired with a sharp Heps rebound. Afrimat CEO Andries van Heerden on resilient results as Lafarge SA operations improve and local iron sales surge. Plus, Simon weighs in on gold’s sudden ‘collapse’ – and…
24 Oct 1AM 20 min