2023: Maybe not as bad as it feels

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Reko Nare from Anchor Capital on where he’s looking for value on the JSE into 2024.
Keith McLachlan Integral Asset Management on Transaction Capital results as they shift strategy.
Old Mutual’s Johann Els on negative Q3 GDP data, are we on track for a technical recession?

6 Dec 2023 12AM English South Africa Business News · Business

[TOP STORY] Navigating market fundamentals, education, and discipline in financial success

Author Bandile Mathebula urges students seeking wealth from the markets not to leave their studies before acquiring the skills and knowledge necessary for investing and trading.

15 Sep 3AM 7 min

Optasia expects markedly weaker second half

Alyssa Viljoen, MD at Merchant West Investments, unpacks Optasia’s strong H1 results and the guidance pointing to a much weaker H2. Warren Buys from Private Client Holdings weighs in on rising US bond yields as the 10-year hits 5.0%. Plus, Bandile Mathebula, founder of Shares Worldwide, discusses his ‘Fundamentals Never…

15 Sep 1AM 21 min

[TOP STORY] Insights on Karoo wind energy and grid expansion

CEO Mark Tanton explains how, because Eskom could not progress with its grid plans, Red Cap Energy developed a parallel 132kv transmission line running near the Tsitsikamma River area up to Port Elizabeth.

14 Sep 3AM 5 min

Why FOMC needs to hike rates this week

Nick Kunze from Sanlam Private Wealth unpacks US inflation ahead of Wednesday’s FOMC announcement, plus trading updates from Remgro and Life Healthcare. Mark Tanton, CEO of Red Cap Energy, discusses the transmission-line challenges facing the Eastern Cape’s wind power build-out. And Frikkie van Loggerenberg, CEO IFSA Asset Managers, reveals how…

14 Sep 1AM 19 min

[TOP STORY] Redefining credit beyond debt

Experian South Africa’s Sikhulule Mabece points out that good credit can be ‘an opportunity for you to gain access to opportunities that you wouldn't normally have’.

11 Sep 2AM 5 min