Cautious optimism as consumer indebtedness improves

Loading player...

Independent analyst Carmen Mpelwane unpacks Sea Harvest's results and ponders whether Murray & Roberts will survive. Sean Kelly from Parity Wealth Managers questions whether we are in a tech bubble with the Magnificent Seven. Andrew Fulton of Eighty20 expresses a reason for cautious optimism based on their Q4 2023 Credit Stress Repor

7 Mar 2024 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Bidcorp navigates financial growth amid global challenges

‘We are struggling with staff retention, and there are a lot of legislated increases across the world pushing wage levels higher' – CEO Bernard Berson.

28 Aug 3AM 6 min

Nvidia results shoot lights out … again

Kea Nonyana from Scope Prime on Nvidia results, Afrimat’s trading update, and Blue Label’s plan to list Cell C in November – a listing to watch? Bidcorp CEO Bernard Berson on results: a stronger H2 driven by Europe, while Astraslisia lagged. Curro CEO Cobus Loubser on results, lifted further by…

28 Aug 1AM 20 min

[TOP STORY] From trade wars to investment opportunities

Citadel’s Maarten Ackerman considers whether South Africa can position itself to benefit as a new global equilibrium emerges.

27 Aug 3AM 6 min

Strong markets boosting life insurer profits

Zimele Mbanjwa from FNB Wealth & Investments discusses the strong trading updates from Momentum and Old Mutual, what is driving their earnings growth, and whether there is still value in these shares. Andre van Deventer, CFO of Master Drilling, unpacks the company’s results and the reversal of last year’s equipment…

27 Aug 1AM 20 min

[TOP STORY] ADvTECH’s vision for education in Africa

CEO Geoff Whyte reports strong results on the back of rising student numbers and solid returns across Africa.

26 Aug 2AM 7 min

All episodes