Moneyweb Radio MoneywebNOW

[TOP STORY] Predicting valuation is hard; predicting the future much harder

Loading player...
For us whether rates come down tomorrow or interest rates are cut in June is a second-order consideration: Sandile Malinga – CIO of Multi-Asset at M&G Investments.
14 Dec 2023 2AM 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
All episodes