[TOP STORY] Tesla versus Exxaro and investor decisions
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Investing in new, exciting tech stocks versus old ‘boring’ SA stalwarts: Lee Cairns from Anchor Capital.
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’.
Gold Fields has a Ghanaian headache
Analysis of improving business debt conditions in SA, and whether economic data still matters in today’s markets.
[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.
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.
[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.