Woolies on top with best valuation among peers

Loading player...
Faheema Adia from Momentum Securities on what to expect from the upcoming food retailer updates. Shoprite has been flying, is it her preferred food retailer and is there still value? Simon Fillmore of Independent Securities talks US inflation, rates, GDP and what matters most for investors in 2023. Simon offers his thoughts on China’s move away from zero-Covid and the associated investment implications.
12 Jan 2023 11PM English South Africa Business News · Business

Other recent episodes

Why you need a Q1 portfolio check-in

Nick Kunze from Sanlam Private Wealth unpacks the uncertainty grinding markets lower, while Reinet finally exits its stake in Pension Insurance Corporation for £2.9 billion. Keith McLachlan from Element Investment Managers explains streaming mining companies, how they work, and why they continue to attract investor interest. Plus, Satrix’s Siyabulela Nomoyi…
30 Mar 1AM 20 min

No rush to be buying in this market

Gary Booysen of Rand Swiss weighs in on FirstRand upping its stake in Optasia. Will they one day buy it out? Plus, analysis on the market as the war marches on. Buy the dips? Buy gold? What about coal? Meryl Pick of Old Mutual Investment Group on why the closure…
27 Mar 1AM 21 min