Anchor: Why we’re keeping BHP out of our portfolios

Richard Marcus from Cliffe Dekker Hofmeyr explores how the new Expropriation Act impacts property ownership and agricultural interests.

Schalk Louw of PSG Old Oak weighs in on Adcock Ingram and City Lodge’s underwhelming results. Richard Marcus from Cliffe Dekker Hofmeyr explores how the new Expropriation Act impacts agricultural interests. Simon examines the proposed new zero-rated Vat products and their impact on local retailers as well as QSR chains.

Bobby Wessels of AGM Tax says it depends on where the Vat would be spent.

Lonwabo Maqubela from Perpetua Investment Managers discusses Anglo American’s restructuring, production, and Kumba’s results, highlighting ongoing challenges with iron ore prices and Transnet. Bobby Wessels from AJM Tax examines the postponed budget, the proposed Vat increase to 17%.

‘There's nothing from, say, a year ago that's even comparable to the best thing around right now’: Viv Govender from Rand Swiss.