'We’re cautious on commodities into 2024'

Loading player...
Reko Nare from Anchor Capital on where he sees value in the local market heading into 2024.
Momentum Metropolitan's Tshego Bokaba talks Januworry … with five weekends in December and an early salary for many, how do we avoid it?
Alex Forsyth-Thompson from Float on the growth and risks with the Buy Now Pay Later model.
13 Dec 2023 12AM English South Africa Business News · Business

Other recent episodes

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

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