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

19 Feb - Truworths results and the shrinking JSE

Loading player...

Sasfin's Nesan Nair talks Truworths results and the shrinking JSE as another stock delists. Wikus Furstenberg from Futuregrowth Asset Management says it's not all doom and gloom for Finance Minister Tito Mboweni's budget speech next week. OneLogix CEO, Ian Lourens, unpacks their results and how they have diversified the company into an agri business.

19 Feb 2021 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Staying ahead when the market plays by new rules

‘Instead of trying to be particularly right on something, I think it's more important to prepare for those different potential outcomes' – Sean Neethling, Head of Investments at Morningstar.

1 Jul 2AM 5 min

Warsh’s first FOMC: What it signals for the road ahead

Zimele Mbanjwa from FNB Wealth & Investments unpacks Absa's trading update. The stock looks cheap, but the market clearly didn't like what it saw. Ruen Naidu from Ninety One discusses what a new Fed chair with a hawkish stance and a structural reform agenda could mean for markets. Sean Neethling…

1 Jul 1AM 21 min

[TOP STORY] Benchmarks demystified: From market indices to personal portfolio goals

‘One of the biggest risks in choosing benchmarks is that you don't match what you actually want as an objective’ – Satrix Quantitative Portfolio Manager Siyabulela Nomoyi.

30 Jun 2AM 6 min

Prosus strategy for Tencent working

Independent analyst Jimmy Moyaha unpacks the Naspers and Prosus results as Takealot delivers an adjusted Ebitda profit – but is the story still all about Tencent? Invicta CEO Steven Joffe joins us to discuss results showing 50% of revenue now comes from offshore operations as tough local trading conditions persist…

30 Jun 1AM 20 min

[TOP STORY] Turning university research into real, impactful businesses right here in SA

The best opportunities which we fund are when there's cross-collaboration between faculties – and that's when you really get something unique. Wayne Stocks, Stocks & Strauss.

29 Jun 2AM 5 min

All episodes