Market punishing results that are only ‘decent’

Loading player...

Schalk Louw from PSG Old Oak on deal flow: MTN is eyeing another move on Telkom, and BHP is circling Anglo American again now that it is PGM-free. Zain Wilson from Old Mutual Investment Group on Treasury, the Sarb and inflation targeting. Simon on what the yield curve is really telling us.

5 Sep 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Treasury, the Sarb and inflation targeting

‘Bringing interest rates down is what we need to do to move on to a more sustainable fiscal path’: Zain Wilson – Strategist, Old Mutual Investment Group.

5 Sep 2AM 6 min

[TOP STORY] Beyond play: Toys R Us bets on education, expansion and kidults

Chair Dr Phumla Mnganga gives insights into the toy subcategory and the educational benefits of play.

4 Sep 4AM 6 min

How GLP-1s are hitting food consumption trends

Lonwabo Maqubela of Perpetua Investment Managers on which results have stood out for him this season. Roy Bagattini, CEO of Woolies, on strong food and online growth versus a 50%+ plunge at Country Road Group in Australia. Dr Phumla Mnganga, chair of Toys R Us and Babies R Us, on…

4 Sep 1AM 22 min

[TOP STORY] Motus shows resilience in a tough market

CEO Ockert Janse van Rensburg reports ‘continued downtrading into more entry-level, less spec vehicles'.

3 Sep 2AM 7 min

Serving up profits: Food retailers to add to your portfolio

Chantal Marx from FNB Wealth & Investments on whether other food retailers are worth considering after Shoprite’s results. Shoprite CEO Pieter Engelbrecht unpacks results as Sixty60 revenue nears R19 billion and group revenue tops R250 billion. Motus CEO Ockert Janse van Rensburg on results and whether the recovery in local…

3 Sep 1AM 21 min

All episodes