[TOP STORY] Navigating the new normal in global supply chains
Loading player...
Dylan Govender from Investec Commercial Banking considers how US tariff changes could boost SA exports.
Other recent episodes
[TOP STORY] Preferring active over passive in the current environment?
Luigi Marinus of PPS Investments cautions that chasing hot stocks might burn your passive portfolio.
Spur with a taste for dividends
Analysis of Spur’s strong results against a tougher performance from Exxaro and the opportunities that shifting market regimes are creating for active investors.
[TOP STORY] The complex forces behind July’s inflation drop
Investec’s Tertia Jacobs breaks down July inflation, which came in below expectations, and considers the fuel price rollercoaster.
DRDGold’s margin focus pays off
Analysis of DRDGold’s results as earnings surge, and a look at Merchant West’s R5bn asset-backed note programme.
[TOP STORY] Lessons SA can take from Spain’s turnaround
Izak Odendaal from Old Mutual Wealth Investment explores how the best-performing big economy in Europe bounced back from a devastating economic crisis in the early 2010s.