This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

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

[TOP STORY] Money habits make or break your financial future

Dr Thomas Brennan, founder and CEO of Franc, discusses the 2026 Wealth Index Report and why women consistently tend to be better investors.

19 Jun 2AM 8 min

The Fed's rate policy effect on the rand

Matete Thulare from Investec unpacks why a hawkish Fed FOMC left the rand weaker and whether the local currency can still break below R16/$ again. Dr Thomas Brennan, founder and CEO of Franc, discusses the Wealth Index Report 2026 and why women consistently tend to be better investors. Plus, Simon…

19 Jun 1AM 20 min

[TOP STORY] How AI and semiconductors are reshaping the market

‘Stocks start to outperform consistently in a new sector or subsector, so the leaders will show their hand. I think that's the key and we've got to be on the lookout for them’ – Sean Ashton, Private Clients by Old Mutual.

18 Jun 2AM 6 min

Why cash retailers are worth a look

Petri Redelinghuys of Herenya Capital Advisors asks whether consumer stocks are worth a look as fuel prices trend lower and the rate-hiking cycle appears to be over. Kobus Gertenbach, CEO of Premier Group, unpacks strong full-year results, new production capacity and how lower input costs are supporting margins. Sean Ashton…

18 Jun 1AM 22 min

[TOP STORY] The struggle to get SA meat exported

'There's no communication between national and the provinces, so everything just sits' – Paul Matthew, CEO, Association of Meat Importers and Exporters of Southern Africa.

17 Jun 2AM 5 min

All episodes