Opportunity in home builders as economy turns?

Loading player...
Chantal Marx from FNB Wealth and Investments on contrasting updates from Balwin and strong-performing Calgro M3. Are there opportunities in these stocks?
Kingsley Williams, CIO of Satrix, discusses market opportunities in India, local sectors, and tech.
Wayne Abramson, CEO of ATM Solutions, on the impact of cash on consumer behaviour and the South African economy.
8 Oct 2024 1AM English South Africa Business News · Business

Other recent episodes

Sasol at R300: Where to next?

Nick Kunze from Sanlam Private Wealth previews Pick n Pay’s results and unpacks the surge in oil and Sasol. Truffle Asset Management’s Etienne Roux on the secrets to a decade of successful investing. Plus, Juan Carlos from Artigas World Gold Council on how digital gold could attract a new generation…
26 Oct 1AM 19 min

Clicks and Afrimat: Quality stocks, tough sectors

Nasty Afrimat numbers and Clicks results that left the market disappointed. Is there an opportunity in either? Schalk Louw from PSG Old Oak weighs in. Independent property analyst Keillen Ndlovu unpacks how local Reits are investing in water security for their buildings. Simon on why investment fees matter, what to…
23 Oct 1AM 19 min