Old Mutual Old Mutual Investment Group

Portfolio Manager, Meryl Pick, and The Money Show’s Bruce Whitfield, unpack the latest news out of the markets

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After an increasingly rare positive day on the JSE yesterday, Portfolio Manager, Meryl Pick, discusses identifying the overall trends driving the markets, as well as the sale of Massmart’s food division to Shoprite and latest performance from Bidvest, Murray and Roberts and Naspers. 

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Chapters
  • 00:14 Reflecting on an up day on the JSE
  • 02:13 Ignoring volatility and focusing on the upside in the markets as a long-term investor
  • 02:48 Discussing the Shoprite and Massmart M&A
  • 03:39 Shoprite and their exit Madagascar and Uganda, and their increased focus on returns
  • 05:34 Looking at the future structure of Woolworths
  • 07:59 The trading update from Bidvest
  • 08:43 Murray & Roberts and their mining activities
  • 09:30 Is the time for buyers to achieve better prices for assets getting closer for Naspers?
24 Aug 2021 English South Africa Business

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