The power of economic data for investors

Loading player...
Citadel's Bianca Botes on the macro data she’s watching most closely and concerns for the rand as we started the year around R17/US$.
Shane Packman from Morningstar SA on the investment case (and risks) for locally listed Reits.
Kavi Pather of EY Africa on their CEO Survey showing two thirds seeing AI as ‘force for good' - but ethical concerns persist.
2 Oct 2023 1AM English South Africa Business News · Business

Other recent episodes

Trump can’t Taco out of this war

Schalk Louw from PSG Old Oak unpacks Standard Bank’s strong-looking results, with the group now deriving 40% from the rest of Africa, while we also touch on Woolies’s sudden CEO exit and ongoing oil pressure. Ayesha Hatea from TransUnion Africa joins us on the new trends emerging after new vehicle…
13 Mar 1AM 19 min

Strong OUTsurance results pays special dividend

Shaun Dendere, independent analyst, weighs in on OUTsurance’s strong performance and special dividend, and looks at Harmony’s results – and what the market didn’t like. Metair delivered solid profits from continuing operations. But a lingering concern remains. Paul O'Flaherty, CEO of Metair, joins us to discuss the results and the…
12 Mar 1AM 19 min