Local banks attractive at current levels

Loading player...
Schalk Louw from PSG Old Oak talks Standard Bank's results … what did the market think? And then a look at the investment case for banks as we head into the rest of 2024.
Michael Dodd from Morningstar South Africa offers insights on the significant changes to local indices.
Simon notes that consensus in the US now leans towards three rate cuts, down from the initial projection of six earlier in the year. What will be the impact on our rates and markets globally?
15 Mar 2024 12AM English South Africa Business News · Business

Other recent episodes

Trump can’t Taco out of this war

Schalk Louw from PSG Old Oak unpacks Standard Bank’s strong-looking results, with the group now deriving 40% from the rest of Africa, while we also touch on Woolies’s sudden CEO exit and ongoing oil pressure. Ayesha Hatea from TransUnion Africa joins us on the new trends emerging after new vehicle…
13 Mar 1AM 19 min

Strong OUTsurance results pays special dividend

Shaun Dendere, independent analyst, weighs in on OUTsurance’s strong performance and special dividend, and looks at Harmony’s results – and what the market didn’t like. Metair delivered solid profits from continuing operations. But a lingering concern remains. Paul O'Flaherty, CEO of Metair, joins us to discuss the results and the…
12 Mar 1AM 19 min