Exploring opportunities in packaging stocks

Loading player...
Chantal Marx from FNB Wealth and Investments talks packaging companies … Nampak is in trouble, Caxton is at almost five-year highs and Mpact is drifting. Are any offering value? UBS Global Wealth Management's Paul Donovan on the inflationary impact of Taylor Swift and Beyoncé music tours. Ernest North of Naked Insurance, talks insurance fraud and its impact on individuals, premiums and how data can help fight it.
10 Jul 2023 1AM English South Africa Business News · Business

Other recent episodes

[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

Exclude Ecobank and Nedbank's underlying business looks strong

Zimele Mbanjwa from FNB Wealth & Investments unpacks Nedbank's seemingly flat results – and why removing the impact of the Ecobank stake disposal reveals a much stronger underlying performance. Dawie Scholtz from Boston Consulting Group discusses SA's critical AI crossroads as it weighs US versus Chinese technology. Duncan Armitage from…
5 Aug 1AM 20 min

US earnings are spectacular so far

Gary Booysen from Rand Swiss unpacks the US earnings season, with around two-thirds of the S&P 500 having reported – what's stood out, for better or worse? Sello Sekele from Absa CIB breaks down the latest July PMI data and explains why weaker readings may not be entirely bad news…
4 Aug 1AM 21 min