Is BAT still a defensive stock?

Loading player...
Independent analyst Jimmy Moyaha on Spur's small Doppio Group acquisition and British American Tobacco sees £25 billion go up in smoke via write-downs. Is it really a defensive stock? Nedbank CIB's Zhann Meyer on COP28 and how farmers can be assisted in the fight against climate change. Simon's thoughts on 2023 … a tough year, but markets have done just fine, thank you!
8 Dec 2023 12AM English South Africa Business News · Business

Other recent episodes

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

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