Consumer discretionary stocks poised for a strong finish in 2024

Loading player...
Independent analyst Carmen Mpelwane shares her top sector picks for the second half of the year.Craig Antonie, CIO of Anbro Capital Investments, discusses market concentration, noting that only a few stocks are driving indices higher.
Simon offers his thoughts on directors buying and selling shares.
5 Jul 2024 1AM English South Africa Business News · Business

Other recent episodes

Optasia expects markedly weaker second half

Alyssa Viljoen, MD at Merchant West Investments, unpacks Optasia’s strong H1 results and the guidance pointing to a much weaker H2. Warren Buys from Private Client Holdings weighs in on rising US bond yields as the 10-year hits 5.0%. Plus, Bandile Mathebula, founder of Shares Worldwide, discusses his ‘Fundamentals Never…
15 Sep 1AM 21 min

Why FOMC needs to hike rates this week

Nick Kunze from Sanlam Private Wealth unpacks US inflation ahead of Wednesday’s FOMC announcement, plus trading updates from Remgro and Life Healthcare. Mark Tanton, CEO of Red Cap Energy, discusses the transmission-line challenges facing the Eastern Cape’s wind power build-out. And Frikkie van Loggerenberg, CEO IFSA Asset Managers, reveals how…
14 Sep 1AM 19 min

[TOP STORY] Redefining credit beyond debt

Experian South Africa’s Sikhulule Mabece points out that good credit can be ‘an opportunity for you to gain access to opportunities that you wouldn't normally have’.
11 Sep 2AM 5 min