Big week for US rates and inflation data

Loading player...

FNB's Wayne McCurrie on the 2022 bear market: is it over? Adrian Saville from Genera Capital on rates and inflation into 2023, has inflation peaked? When will rates do so? Economist Dr Roelof Botha on the Afrimat Construction Index as it continues to improve off of pandemic lows, but is government spending on infrastructure?

13 Dec 2022 12AM English South Africa Business News · Business

Other recent episodes

FirstRand deserves highest rating of the big four

Independent analyst Carmen Mpelwane unpacks FirstRand and Discovery results – one the market loved, the other it hated. Hylton Kallner, CEO of Discovery Bank, on six months of profitability and where growth goes next. Simon’s take: when an investment soars – buy more, hold, or sell?

12 Sep 1AM 18 min

[TOP STORY] Do just a few key stocks drive most of the returns?

‘Your top five [S&P 500] contributors to returns have tended to generate about 29% of the return of the index in any given year’ – Sean Ashton, Private Clients, Old Mutual Wealth.

11 Sep 3AM 6 min

Oracle surges +30% on cloud demand

Rand Swiss’s Viv Govender on what’s behind Oracle’s share price surge. Marriot’s Lourens Coetzee on why investors shouldn’t let relative performance be their guiding star. Old Mutual Wealth’s Sean Ashton on big tech’s outsized role in returns – and how to manage that concentration.

11 Sep 1AM 20 min

[TOP STORY] Emigrating? Don’t forget your tax residency ‘Golden Ticket’

Tax Consulting SA’s Shuanita de Wet explains how to properly step out of Sars’s net when relocating abroad.

10 Sep 3AM 6 min

GDP data shows upbeat consumers activity

FNB Wealth & Investments’s Sithembile Bopela unpacks the Anglo American–Teck “merger of equals” – is it really a winning strategy? Stats SA’s Joe de Beer breaks down South Africa’s Q2 GDP – what’s working, and what’s worrying. Tax Consulting SA’s Shuanita de Wet on how to properly step out of…

10 Sep 1AM 21 min

All episodes