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Market concerned about Sibanye-Stillwater production guidance

Independent analyst Jimmy Moyaha on the Sibanye-Stillwater Q1 update that shows SA PGMs still produce the majority of the profit. Jako de Jager from Momentum on thematic investing in megatrends. Chris Harmse from Sequoia Capital Managers talks US inflation data due on Wednesday afternoon, the expected is 5%…

10 May 2023 12AM 20 min

[TOP STORY] Karooooo delivers strong FY results; dividend $0.85/share

‘On the consumer side South Africa has been quite difficult in the last few years’: CEO Zak Calisto.

9 May 2023 4AM 6 min

Office rental reversions stabilising – Redefine

Carmen Mpelwane from Sanlam Investments talks the DRD Gold and Barloworld updates. Andrew König of Redefine on results as diesel costs hurt local profits and office rentals continue to struggle. Karooooo's Zak Calisto unpacks their latest FY results.

9 May 2023 1AM 20 min

[TOP STORY] Gold demand trends for Q1 2023

Central banks are diversifying their reserve portfolio and adding gold for various reasons: Joe Cavatoni – World Gold Council.

8 May 2023 4AM 6 min

US unemployment data puts pressure on Fed rate pause

Nick Kunze of Sanlam Private Wealth talks the knockout Apple results. Joe Cavatoni World Gold Council on their Q1 gold report that shows central banks are still large net buyers. FNB's Koketso Mano unpacks petrol price expectations for the remainder of 2023.

8 May 2023 1AM 21 min

[TOP STORY] How ESG and BEE are crucial to SA’s inclusive growth quest

Gontse Tsatsi of Old Mutual Investment Group thinks both principles good instruments to apply in addressing certain social and economic challenges.

5 May 2023 4AM 8 min

US banking crisis rages on, how worried should we be?

Alex Duys from Umthombo Wealth unpacks Pick n Pay's results and Aspen's new distribution deal. Gontse Tsatsi of Old Mutual Investment Group on how ESG and BEE are crucial to SA’s inclusive growth quest. Simon offers his thoughts on the US banking crisis as PacWest becomes the latest to see…

5 May 2023 1AM 19 min

{TOP STORY] South Africa ‘on borrowed time’ for fiscal tightening

Treasury has been a little too optimistic on achieving a kind of a top in the debt-to-GDP trajectory: Tilmann Kolb – UBS Global Wealth Management.

4 May 2023 3AM 6 min

'Going to be very tough until rates come down': CMH CEO

RMB's Matete Thulare talks the US Federal Reserve's rate decision. Jebb McIntosh of Combined Motor Holdings unpacks the company's good results but foresees a tougher climate for the year ahead. Tilmann Kolb from UBS Global Wealth Management unpacks whether SA is on borrowed time for fiscal tightening.

4 May 2023 1AM 19 min

[TOP STORY] Stay with a healthcare plan but avoid waste

With the right advice consumers can find ways of saving money by using healthcare solutions better: Damian McHugh – Momentum Health Solutions.

3 May 2023 3AM 6 min

Big Four US banks offering great value

Gary Booysen from Rand Swiss talks the US earnings season: which set of results has stood out for him? Momentum's Damian McHugh on resisting the temptation to cut your medical aid to manage your struggling budget. Pieter Groenewald from Nfinity Influencer on trends and earnings in the local influencer market

3 May 2023 12AM 20 min

[TOP STORY] Businesses need to look ahead and adapt

We are talking to clients about how to keep going, prepare, and stay resilient and agile: Christie Viljoen – PwC South Africa.

2 May 2023 3AM 6 min

MTN offers value … but not without risks

Mia Kruger from Kruger International on whether MTN offers value following its Ghana and Nigeria quarterly reports. PwC's Christie Viljoen unpacks their updated South African Economic Outlook. Stian de Witt from NMG offers tips on what to look out for when investing in shares.

2 May 2023 1AM 20 min

[TOP STORY] Why Purple Group posted an interim loss

‘Keeping costs trending down at a per-customer level is something we are proud about, because it gives us significant advantage over businesses that compete with us’: CEO Charles Savage.

28 Apr 2023 3AM 12 min

Drought puts agriculture boom years at risk

Purple Group CEO Charles Savage on why the company has hit losses. Agri CEO Norman Celliers speaks about the company's 100 years in business and the state of the agriculture sector.

28 Apr 2023 1AM 23 min

[TOP STORY] The market is spooked – ‘no love for equities’

There are some really chunky valuations out there, and often that's when the real opportunity comes: Nick Dennis – Anchor Global Equity Fund.

26 Apr 2023 3AM 7 min

Is Sarb's obsession with inflation targeting hurting the economy?

Bianca Botes of Citadel Global on whether we will see another rate hike by the US Federal Reserve next week. Nick Dennis of Anchor Global Equity Fund gives insight into opportunities in global markets. Dr Roelof Botha unpacks the slide in the latest Altron FinTech Household Resilience Index.

26 Apr 2023 1AM 22 min

[TOP STORY] Assessing rand fair value

‘Even though you have rand volatility, it does allow investors and portfolio managers to price assets a bit more efficiently’: Sean Neethling – Morningstar Investment management SA.

25 Apr 2023 3AM 6 min

South32 squeezed as income declines and costs increase

Reko Nare of Anchor Capital on South32's trading update and the commodities sector performance. Sean Neethling of Morningstar Investment Management SA on valuing the rand and exiting USD on rand strength. Yoco's Matt Brownell offers insights on how their clients are managing in the current tough economic environment.

25 Apr 2023 1AM 20 min

[TOP STORY] For an entrepreneur, building a retirement fund is different

‘From a diversification perspective, it makes sense to be investing in other businesses’: Palesa Dube – Wealth Creed.

24 Apr 2023 3AM 7 min