
Portfolio Manager, Arthur Karas, talks latest news from the markets with The Money Show’s Bruce Whitfield
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Portfolio Manager, Arthur Karas, unpacks the sustainability of the health of SA’s current account, as well as latest performance from Bidvest, RCL, AVI and Capitec.
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Chapters
- 00:09 The state of South Africa’s current account
- 01:30 Discussing the results from Bidvest
- 02:35 Why RCL is putting its chicken business into a separate entity
- 03:38 Discussing the results from AVI
- 04:25 Trading updates from banks and writing back provisions set aside during Covid





