Telcos being squeezed on all sides

Loading player...
Lonwabo Maqubela from Perpetua Investment Managers talks MTN and Vodacom. Any value here?
Sanisha Packirisamy from Momentum Investments reviews the MTBPS.
Charles Savage of Purple Group defends the controversial R25 monthly fee for Thrive programme
2 Nov 2023 1AM English South Africa Business News · Business

Other recent episodes

US jobs data all but guarantees US rate cut

Sanlam Private Wealth’s Nick Kunze unpacks US jobs data and Opec’s latest move. Parity Wealth’s Sean Kelly on the rise of ETFs – and the risks passive investing may face. Mesh.trade MD Connie Bloem explains their yield-bearing ZAR stablecoin and its real-world use cases.
8 Sep 1AM 21 min

Market punishing results that are only ‘decent’

Schalk Louw from PSG Old Oak on deal flow: MTN is eyeing another move on Telkom, and BHP is circling Anglo American again now that it is PGM-free. Zain Wilson from Old Mutual Investment Group on Treasury, the Sarb and inflation targeting. Simon on what the yield curve is really telling us.
5 Sep 1AM 20 min