Global bond yields ‘have me worried’

Loading player...
Schalk Louw from PSG Old Oak unpacks Investec's strong results. As someone who primarily focuses on equities, he shares how he’s interpreting the recent spike in global bond yields. Spear Reit CEO Quintin Rossi reflects on the company’s latest results and the encouraging rise in demand for international business process outsourcing (BPO) within South Africa. And Simon chats about the rand — what it’s really telling us, and why it might be saying more than you think.
23 May 1AM English South Africa Business News · Business

Other recent episodes

Standard Bank cheap after excellent results

Schalk Louw from PSG Old Oak on strong Standard Bank results with NIR up 15% and a grim Truworths update. Investec’s Vernon Sinden talks a new transhipment model sending US-bound goods via Europe. Simon on why valuations ultimately always matter.
15 Aug 1AM 20 min

Market at highs but the run isn’t over

Kea Nonyana from Scope Prime on positive market reaction to Grindrod and Capitec updates. Lee Naik, TransUnion Africa CEO, on July vehicle sales hitting a multi-year high of over 50k units. Citadel's Kirsten Smit on the rise and role of family offices.
14 Aug 1AM 22 min