FFM podcast ep26: The business end; delisting dynamics; property prowess; Equites; GrowthPoint

Loading player...
In a captivating episode of Fantasy Fund Manager, BizNews’ Stuart Lowman speaks with Garreth Montana of Corion Capital and Kanyane Matlou from Terebinth Capital. The duo discuss the intriguing trend of company delistings, highlighting the reasons behind firms opting to delist. Matlou provides a detailed insight into his day-to-day tasks as a senior portfolio manager, sharing the nuances of the listed property market. They delve into the changing dynamics of the South African property sector post-COVID, emphasising regional disparities and gearing comparisons. As the Fantasy Fund competition nears its end, both guests share gaming strategies and underscore the importance of long-term vision over short-term market noise. Remember, each dawn of Monday is your chance to pitch your winning stocks. With enticing prizes awaiting, the game is on. Rally your comrades and head to www.fantasyfundmanager.co.za to register—big thanks to our platinum sponsors, Sharenet, Terebinth Capital, ClucasGray Asset Management, and MoneyBetter. And mark your calendars: Subscribe now to our podcast to keep up with every episode.
27 Oct 2023 6AM English South Africa Investing · Business News

Other recent episodes

Corné Mulder says SA could have a new government before 2029

South Africa just joined a short and unflattering list of countries facing individual US visa restrictions, and Freedom Front Plus leader Corné Mulder says he saw it coming from a manifesto launch stage days before it happened. He tells Alec Hogg why he thinks Cyril Ramaphosa's habit of avoiding decisions…
17 Sep 10AM 28 min

GG Alcock says SA's R1-trillion "informal" economy is anything but

South Africa's townships are not a side economy. According to GG Alcock, author of the Kasinomics book series, they're a trillion-rand-plus market that the country's biggest listed companies are already quietly fighting over, from Shoprite's cash-and-carry pivot to Capitec's entrepreneur accounts to Pepkor's handset financing. Alcock, who grew up in…
17 Sep 7AM 49 min

Solly Moeng: BOTH Cyril AND Mashatile are too ill to run the country

In their latest weekly chat, Chris Steyn and Political Commentator Solly Moeng talk about both President Cyril Ramaphosa and Deputy President Paul Mashatile having been declared unfit - because they are too ill - to perform official duties; the US the visa restrictions for certain - still unamed -government officials;…
17 Sep 6AM 16 min