Portfolio Manager, Arthur Karas, talks market news and the SA Inc comeback with The Money Show’s Bruce Whitfield

Loading player...
Arthur Karas discusses the market activity dominating the start of the week, including a dip in the rand; stronger performance from the SA insurance, retail and banking sectors; the sale of Alexander Forbes’s retail life business; and the Prosus cross selling deal. 

Thanks for listening! Follow us on Linkedin.
Chapters
  • 00:05 Looking at the performance of the rand
  • 00:43 The recovery for banks, insurers, and retail
  • 02:00 Alexander Forbes: does selling its retail insurance business change its future?
  • 03:37 How Sasol is in a much stronger position than they were in a year ago
  • 05:18 The controversy around Prosus and Naspers
14 Jun 2021 English South Africa Business

Other recent episodes

TOMORROW 2020 - Podcast Series

This compilation of podcasts is from interviews and recordings with contributors to TOMORROW 2020 – an annual thought leadership publication on all things related to responsible investing and green growth. To navigate to the topic or episode of your choice, go to CHAPTER MARKERS and click on the time indicator…
19 Apr 2021 1 hr 05 min

Market Moves and Portfolio Positioning - MacroSolutions Perspectives

Peter Brooke reflects on August as an interesting month for trends seen in Tesla leading the NASDAQ down on the back of the US and tech sector underperforming. In terms of our portfolios, we’ve tilted towards value in reflecting some of these extreme moves. Locally taking some profit in Naspers…
22 Sep 2020 3 min