This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

29 July - Sasol LCCP stake sale, the investment case for Europe and red flags in fixed income funds

Loading player...

Deryck Janse van Rensburg from Anchor Capital on Kumba's results, the Sasol LCCP stake sale and when to exit gold stocks. Karim Chedid, investment strategist at BlackRock on the investment case for Europe and Nolan Wapenaar, Anchor CIO on red flags to look for when investing in fixed income funds.

29 Jul 2020 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Does economic data matter at all in the current market?

Jameel Ahmad from GTCFX notes: ‘This is the first year I’ve known where headlines have driven the market’.

26 Aug 2AM 5 min

Gold Fields has a Ghanaian headache

Analysis of improving business debt conditions in SA, and whether economic data still matters in today’s markets.

26 Aug 1AM 20 min

[TOP STORY] What really drives returns on the JSE?

‘I think genuine diversification really comes from holding different sources of return, not simply focusing on sector labels’ – Chetan Ramlall, portfolio manager, STANLIB Asset Management.

25 Aug 2AM 7 min

MTN: Is a R6bn share buyback the best use of cash?

Analysis of MTN’s results and R6bn share repurchase and what really drives returns on the JSE.

25 Aug 1AM 21 min

[TOP STORY] Direct sales and jewellery focus reshape Richemont’s future

‘I think it absolutely the right action to increase the contribution from jewellery … and decrease exposure to the overall luxury watch category’ – Tasneem Samodien from Private Clients by Old Mutual.

24 Aug 2AM 6 min

All episodes