Mondi deal all tapping into the huge American market

Loading player...
Alex Duys from Umthombo Wealth on Mondi’s Canadian expansion. After a solid first half, US markets seem priced for perfection, Craig Antonie from Anbro Capital Investments takes a look. Keith McLachlan from Integral Asset Management on the value proposition for Transaction Capital.
11 Jul 2023 1AM English South Africa Business News · Business

Other recent episodes

The Fed's rate policy effect on the rand

Matete Thulare from Investec unpacks why a hawkish Fed FOMC left the rand weaker and whether the local currency can still break below R16/$ again. Dr Thomas Brennan, founder and CEO of Franc, discusses the Wealth Index Report 2026 and why women consistently tend to be better investors. Plus, Simon…
19 Jun 1AM 20 min

Why cash retailers are worth a look

Petri Redelinghuys of Herenya Capital Advisors asks whether consumer stocks are worth a look as fuel prices trend lower and the rate-hiking cycle appears to be over. Kobus Gertenbach, CEO of Premier Group, unpacks strong full-year results, new production capacity and how lower input costs are supporting margins. Sean Ashton…
18 Jun 1AM 22 min