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City Lodge bounces back as occupancies rebound

FNB's Wayne McCurrie gives an analysis of updates from Standard Bank and City Lodge. Bruce Williamson of Integral Asset Management talks Afrimat's acquisition of Lafarge in a bid for increased construction sector dominance. Jackie Smith from Buyers Trust shares insights on first-time home buyers and essential tips for purchasing your…

21 Jun 2023 1AM 20 min

[TOP STORY] SA hedge funds remain a very small asset class

‘I think there are some really skilled people in the hedge-fund industry who can offer South African investors quite a lot...but they've been hamstrung by legislation for quite some time’: Luke Richardson – PPS Investments.

20 Jun 2023 3AM 5 min

Stor-Age could offer great portfolio diversification

FNB's Chantal Marx unpacks Omnia's results which seemed a little light and Stor-Age financials which reported strong local operations. Insights from Luke Richardson of PPS Investments on proposed amendments enabling hedge funds in retirement funds. Johann van Tonder of Momentum discusses a recent South African household wealth survey which reveals…

20 Jun 2023 1AM 20 min

[TOP STORY] Pepkor’s Flash business is doing ‘really, really well’

‘I think Pepkor does itself a disservice in terms of disclosure around Flash’: Keith McLachlan – Integral Asset Management.

19 Jun 2023 2AM 7 min

What happened to the expected US recession?

Nick Kunze from Sanlam Private Wealth talks US data and whether the country still faces a recession. Integral Asset Management's Keith McLachlan analyses the performance of Pepkor’s Flash division and Absa CIB's Shirley Webber offers insights on the growth of renewable energy across the African continent.

19 Jun 2023 1AM 20 min

[TOP STORY] Don’t ditch your car insurance; explore other options

‘The vast majority of what you're paying for is accidents. A very small percentage of your insurance premium is to cover thefts or hijackings’: Naked co-founder Ernest North.

15 Jun 2023 3AM 7 min

The Fed's systematic approach vs Sarb's inflation fight

Independent analyst Jimmy Moyaha unpacks the FOMC's latest rate decision. Crucial car insurance and cost-saving tips from Ernest North at Naked. Victoria Reuvers from Morningstar Investment Management SA on how to boost financial literacy for kids and teens.

15 Jun 2023 1AM 23 min

[TOP STORY] Survey shows all property sectors slowing

Remote work is a long-term challenge to office space – FNB property strategist John Loos.

14 Jun 2023 2AM 6 min

MultiChoice facing multiple uphill battles

Mia Kruger of Kruger International on the MultiChoice results as the rest of Africa sees growth but SA falters. FNB's John Loos on the FNB Commercial Property Broker Survey as all commercial property sectors see increased pressure. Sandra Beswick from Fluence Capital offers insights on managing debt as an SME…

14 Jun 2023 1AM 19 min

[TOP STORY] Value and growth as ‘different’ investing styles

Whatever your investment style, ‘remaining diversified is a key metric for long-term portfolio returns and risk mitigation’: Sean Kelly – Paragon Wealth Managers.

13 Jun 2023 3AM 6 min

Vukile's small urban and rural mall niche pays off

Independent analyst JD Klopper talks Vukile's results and Thungela's update that shows Heps under pressure. Dawie de Villiers from Alexforbes on results that show decent growth despite a tough year. Sean Kelly from Paragon Wealth Managers offers insights on value vs growth investing. Is it one or the other, or…

13 Jun 2023 12AM 20 min

[TOP STORY] Shareholder activist NGO Just Share racks up five years

‘We like to believe that we've changed the landscape of corporate accountability in South Africa’: Executive director Tracey Davies.

12 Jun 2023 3AM 7 min

Opportunities in SA retail …but patience needed

Deryck Janse van Rensburg from Anchor Securities unpacks TFG's latest results which saw good revenue growth but a modest Heps increase and a decreased dividend. As shareholder activist NGO, Just Share, turns five, Tracey Davies discusses the many highlights over that period. Amol Prabhu from Barclays looks at how wealth…

12 Jun 2023 12AM 21 min

[TOP STORY] SA returns more anaemic than in the past

‘Understand the bets you are making in a portfolio...but be careful of the rand’: Marius Oberholzer – STANLIB.

9 Jun 2023 3AM 9 min

China needs a robust global economy

Kea Nonyana from EA Capital follows up on a bullish China prediction made earlier this year and examines Renergen's $750 million debt raise to finance the second phase of the Virginia gas field. Marius Oberholzer from STANLIB discusses strategies for managing expectations of lower returns in both local and global…

9 Jun 2023 1AM 20 min

[TOP STORY] Today 64% of individual investors invest in alternative investments

If you are very senior in age with enough capital, I think you shouldn't be considering alternatives. If you are younger you can take a bit more risk: Jaltech partner Jonty Sacks.

8 Jun 2023 2AM 6 min

Responsible use of the two-pot system: Prioritise retirement savings over indulgent luxuries

Where is independent analyst Jimmy Moyaha currently seeking value on the JSE?Jonty Sacks from Jaltech discusses the increasing interest in the broader asset class, as revealed by their recent alternative investments survey.Elana van der Berg, from Momentum Corporate, provides insights into the upcoming implementation of the two-pot system scheduled to…

8 Jun 2023 1AM 23 min

[TOP STORY] Capital Appreciation reports ‘solid’ FY performance

‘The expected credit loss for GovChat primarily had an influence on both our basic and headline earnings’: Alan Salomon – CFO, Capital Appreciation.

7 Jun 2023 4AM 5 min

Why British American Tobacco in your portfolio makes sense

Independent analyst Karl Gevers unpacks Premier Group's decent maiden results as a listed entity and British American Tobacco's decent update. Capital Appreciation's Alan Salomon on results as earnings fall, but the dividend is raised. Citadel's Maarten Ackerman talks local Q1 GDP figures and explains how SA just avoided a recession.

7 Jun 2023 12AM 20 min

[TOP STORY] Afrimat always hunting for something to surprise markets

The wonderful thing is the sense that there's another project coming, and another one beyond that: Bruce Williamson – Integral Asset Management.

6 Jun 2023 3AM 5 min