[TOP STORY] SA Reits on fire: Another excellent year
Loading player...
Ian Anderson from Merchant West Investments notes: ‘A lot of it is driven by declining interest rates and lower borrowing costs.’
Other recent episodes
[TOP STORY] The ‘Mag 70’ phenomenon
'When you buy one of these stocks, you're not just buying a single company; you're buying an entire ecosystem of other companies' – Sean Kelly, Parity Wealth Managers.
Death, divorce and disaster serve Stor-Age well
Chantal Marx from FNB Wealth & Investment on Stor-Age’s results, trading around NAV with a somewhat underwhelming performance. Kobus Gertenbach, CEO of Premier Group, on a strong set of numbers driven by meaningful operational efficiencies. Sean Kelly from Parity Wealth Managers on the shift from Mag7 to Mag70 – and…
Rare earth minerals and the AI boom
Petri Redelinghuys from Herenya Capital Advisors weighs in on the AI surge: Is this shaping into a bubble, should investors be cautious, or is the next big cue simply Nvidia’s results next Wednesday? Ian Anderson from Merchant West Investments on another excellent year for local Reits. Louw van Reenen of…
[TOP STORY] Thoughts on the finance minister’s Wednesday MTBPS
Vishal Rama of Prescient Investment Management considers SA’s rising debt load and how realistic fiscal consolidation looks from here.
TFG's debt and weak sales worry investors
TFG’s results, the JSE’s reporting shake-up.