The power of economic data for investors

Loading player...
Citadel's Bianca Botes on the macro data she’s watching most closely and concerns for the rand as we started the year around R17/US$.
Shane Packman from Morningstar SA on the investment case (and risks) for locally listed Reits.
Kavi Pather of EY Africa on their CEO Survey showing two thirds seeing AI as ‘force for good' - but ethical concerns persist.
2 Oct 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