Pick these SA Inc stocks for the GNU dawn

Loading player...

Chantal Marx from FNB Wealth and Investments shares her preferred picks in the new cabinet announced by the president. Phil Roux, CEO of Nampak, discusses results as the turnaround gathers momentum. Keith McLachlan discusses his preferred SA Inc stocks in light of the GNU cabinet.

1 Jul 2024 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Afrimat’s strategic moves in a shifting commodity market

Lafarge ‘was in a very difficult position when we took it over, and we are glad to say it is starting to make a small contribution’ – Afrimat CEO Andries van Heerden.

24 Oct 3AM 8 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

[TOP STORY] Executive pay rebounds strongly in 2025 survey

PwC’s Leila Ebrahimi suggests we need to see pay for performance as an opportunity ‘not to get distracted by the numbers’.

23 Oct 3AM 6 min

Fund managers switching to local equities

Independent analyst Jimmy Moyaha on Famous Brands’s results – modest growth but a note of cautious optimism ahead – and the question on everyone’s lips: where does gold’s slide end? John Morris from Bank of America unpacks why local fund managers are favouring domestic equities – and which sectors are…

23 Oct 1AM 22 min

[TOP STORY] Global significance of the yellow metal’s record streak

‘Gold typically performs well when the dollar is under pressure, but currently it's totally out of whack’ – Citadel Chief Economist Maarten Ackerman.

22 Oct 3AM 6 min

All episodes