Podcast Episodes
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[TOP STORY] What really drives returns on the JSE?
‘I think genuine diversification really comes from holding different sources of return, not simply focusing on sector labels’ – Chetan Ramlall, portf…
2 weeks ago
MTN: Is a R6bn share buyback the best use of cash?
Analysis of MTN’s results and R6bn share repurchase and what really drives returns on the JSE.
2 weeks ago
[TOP STORY] Direct sales and jewellery focus reshape Richemont’s future
‘I think it absolutely the right action to increase the contribution from jewellery … and decrease exposure to the overall luxury watch category’ – T…
2 weeks, 1 day ago
Cell C results: Is the value proposition compelling?
Analysis of Cell C’s latest results as the stock trades just below its November IPO price, and a look at how a tough decision taken by Richemont a de…
2 weeks, 1 day ago
[TOP STORY] Preferring active over passive in the current environment?
Luigi Marinus of PPS Investments cautions that chasing hot stocks might burn your passive portfolio.
2 weeks, 4 days ago
Spur with a taste for dividends
Analysis of Spur’s strong results against a tougher performance from Exxaro and the opportunities that shifting market regimes are creating for activ…
2 weeks, 4 days ago
[TOP STORY] The complex forces behind July’s inflation drop
Investec’s Tertia Jacobs breaks down July inflation, which came in below expectations, and considers the fuel price rollercoaster.
2 weeks, 5 days ago
DRDGold’s margin focus pays off
Analysis of DRDGold’s results as earnings surge, and a look at Merchant West’s R5bn asset-backed note programme.
2 weeks, 5 days ago
[TOP STORY] Lessons SA can take from Spain’s turnaround
Izak Odendaal from Old Mutual Wealth Investment explores how the best-performing big economy in Europe bounced back from a devastating economic crisi…
2 weeks, 6 days ago
Absa delivers – and still looks cheap
Analysis of Spain’s economic turnaround and the lessons SA can take from its recovery, plus a look at why medical savings accounts run out so quickly.
2 weeks, 6 days ago