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Nvidia results beat all expectations
Kieran Witthuhn of Anchor Capital unpacks last night’s Nvidia results. Risi Mkhabela from the UCT Investment Society discusses its growth and how it …
1 month, 2 weeks ago
[TOP STORY] Managing market volatility with both fundamentals and technology
STANLIB’s Rademeyer Vermaak believes an investor’s key insight in trying times should be ‘to focus not so much on what is changing, but on what stays…
1 month, 2 weeks ago
Famous Brands facing a tough market
Chantal Marx from FNB Wealth & Investments unpacks Famous Brands’s results, with decent growth, refinanced debt and a share buyback in focus. Rademey…
1 month, 2 weeks ago
[TOP STORY] Calgro M3 Is digging deep into infrastructure and memorial parks
CEO Ben Pierre Malherbe discusses the company’s strategic shift: Selling non-core assets, developing bulk infrastructure, and expanding core projects…
1 month, 3 weeks ago
Concerns over Pick n Pay Boxer sale
Allysa Viljoen of Merchant West Investments discusses the WeBuyCars results, which highlighted deflation in used-car prices in the half-year to the e…
1 month, 3 weeks ago
[TOP STORY] Sarb to hike next week to save some pain later?
AG Capital’s Casey Sprake looks ahead to SA’s looming agricultural challenges: El Niño, rising input costs and future food inflation.
1 month, 3 weeks ago
Surging DM bond yields 'a crisis in the making’
Sanlam Private Wealth's Nick Kunze weighs in on government bonds as developed market yields surge, even as markets trade at highs and amid strong ear…
1 month, 3 weeks ago
[TOP STORY] SA shines for Equites Property Fund amid UK exit
CEO Andrea Taverna-Turisan outlines the Reit’s strategy for low vacancy, high-quality tenants, and sustainable distribution growth locally.
1 month, 3 weeks ago
Powell's Fed legacy as he steps down
Pooja Tanna from Perpetua Investment Managers reflects on Jerome Powell's eight-year term as Fed chair, and, the new stewardship expected under Kevin…
1 month, 3 weeks ago
[TOP STORY] Field to fork: Farmers’ rising risks and costs
‘In South Africa and the southern hemisphere we are in a more comfortable position in that we will be starting our harvest soon and hopefully see pri…
1 month, 3 weeks ago