Beware the cyclical stocks

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FNB's Chantal Marx talks company financials as results pour in and Barloworld delivers a special dividend. Omnia CEO Seelan Gobalsamy on strong results as margins and revenue increase. Jane Shoemake of Janus Henderson talks distributions as global dividends are set to return to pre-pandemic levels.

23 Nov 2021 12AM English South Africa Business News · Business

[TOP STORY] Food giants and discount stores adapt to a weaker consumer

Dhersan Chetty, equity analyst at Foord Asset Management, breaks down consumer confidence, discount strategies and private label growth among major retailers.

7 Aug 2AM 7 min

From asset light to asset heavy: The hyperscaler pivot

Matete Thulare from Investec unpacks Sappi's strong results and the slightly improved trading update from Pick n Pay. Dhersan Chetty, from Foord Asset Management, looks at how SA's increasingly thrifty shopper is reshaping the retail landscape. Simon shares his thoughts on why hyperscalers are shifting from asset-light balance sheets to…

7 Aug 1AM 20 min

[TOP STORY] Unlocking economic puzzles with academic insight

Prof Reza Daniels of Stellenbosch University explains how good data and careful analysis are South Africa’s best tools against economic uncertainty.

6 Aug 2AM 6 min

Why AI needs platinum

Kea Nonyana from PrimeXBT on precious metal miners as PGMs surged and gold followed, plus updates from Super Group and Sabvest. Professor Reza Daniels from Stellenbosch University on how to know when economic data is reliable. Marc Dhalluin, CEO and co-founder of TruthsetsOnline, on online ad fraud and why up…

6 Aug 1AM 20 min

[TOP STORY] Navigating the US-China AI technology split

'The risk that is emerging is a sort of geopolitical risk where access to your competitive advantage through AI could be cut off' – Dawie Scholtz, managing director and partner at Boston Consulting Group, BCG.

5 Aug 2AM 6 min