[TOP STORY] Equity-like returns without the equity-type risk

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‘Fixed income is suddenly a place where there is more risk than a lot of people have become used to within the developed world’: Albert Botha – Ashburton Investments.

11 Dec 2023 2AM English South Africa Business News · Business

[TOP STORY] Treasury, the Sarb and inflation targeting

‘Bringing interest rates down is what we need to do to move on to a more sustainable fiscal path’: Zain Wilson – Strategist, Old Mutual Investment Group.

5 Sep 2AM 6 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

[TOP STORY] Beyond play: Toys R Us bets on education, expansion and kidults

Chair Dr Phumla Mnganga gives insights into the toy subcategory and the educational benefits of play.

4 Sep 4AM 6 min

How GLP-1s are hitting food consumption trends

Lonwabo Maqubela of Perpetua Investment Managers on which results have stood out for him this season. Roy Bagattini, CEO of Woolies, on strong food and online growth versus a 50%+ plunge at Country Road Group in Australia. Dr Phumla Mnganga, chair of Toys R Us and Babies R Us, on…

4 Sep 1AM 22 min

[TOP STORY] Motus shows resilience in a tough market

CEO Ockert Janse van Rensburg reports ‘continued downtrading into more entry-level, less spec vehicles'.

3 Sep 2AM 7 min

[TOP STORY] Equity-like returns without the equity-type risk

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