SA banks remain a solid investment

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Reko Nare, portfolio manager at Anchor Capital, on strong results from Shoprite and Nedbank. Bruce Strong, CEO of Mpact, on results boosted by changes in consumer behaviour. Felix Ratheb, Sea Harvest's CEO, on results that suffered from reduced volumes and increased costs.

7 Mar 2023 11PM English South Africa Business News · Business

[TOP STORY] Finding value beyond the AI trade

Keith McLachlan of Element Investment Managers highlights sectors and stocks showing strong cash generation and defensive moats – and some not.

5 Oct 2AM 5 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

[TOP STORY] The rise of retail investors and active ETFs in SA

‘Unit trusts are fractional, so they're very easy to put on a list. ETFs trade on the exchange, but you can trade them intraday. So they each have their own positives – and negatives’: Niki Giles from Prescient Fund Services.

2 Oct 3AM 6 min

Why the sudden rand weakness?

Capitec is 10% off its highs – is there value on offer? Danie Dörfling-Kruger from Moore Infinity weighs in on the results and where the opportunities are in local banks after a stellar 18 months. Niki Giles from Prescient Fund Services on the ETF boom and why actively managed ETFs…

2 Oct 1AM 20 min

[TOP STORY] Weight-loss drugs: The retailer’s headache

Pattern CEO James Townsend looks at how shrinking waistlines are disrupting fashion retail and sizing standards.

1 Oct 2AM 6 min