Moneyweb Radio MoneywebNOW

Hospitality stocks still offering upside

Loading player...
Anchor's Deryck Janse van Rensburg on Murray & Roberts's sale of Clough in a desperate effort to raise cash. Feroz Basa of Sanlam Investments on the perfect storm in the US and Europe which could spark a cyclical dash to emerging markets. The JSE's Shameela Ebrahim talks the importance of the private sector being involved in conversations taking place at COP27.
9 Nov 2022 12AM English South Africa Business News · Business

Other recent episodes

Reit balance sheets strongest in a decade

Independent analyst Jimmy Moyaha on Sappi’s struggles with its proposed graphic paper JV, plus Sanlam’s move to buy Santam. Ian Anderson from Merchant West Investments unpacks September’s Reit returns, driven by strong dividend increases from a number of recent results. Alan Quinn from Cars.co.za on how high fuel prices are…
6 Oct 1AM 21 min

Do elections matter for markets?

Nick Kunze from Sanlam Private Wealth unpacks weaker-than-expected US jobs data and, with US and local elections a month away, how he’s positioning portfolios. Keith McLachlan from Element Investment Managers on where he’s finding offshore value beyond the AI trade. Tim Carr, investment director at Schroders, shares their latest multi-asset…
5 Oct 1AM 20 min
All episodes