A better year ahead for consumers and consumer stocks

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Chantal Marc head of research FNB Wealth & Investments on consumer stocks as we head into 2024 with lower inflation and reducing rates
Waldo Marcus, Industry Principal at TPN Credit Bureau as rental vacancies continue downwards but some pressure in the low and high end units

19 Dec 2023 12AM English South Africa Business News · Business

[TOP STORY] Emerging markets: The new safe havens?

'Many emerging markets really do look like the adults in the room when you're comparing them to some of the developed markets out there, ironically,' says Grant Webster from Ninety One.

1 Jun 2AM 6 min

Rates have only just started rising – retailers are already struggling

Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem’s latest results – revenue growth, but little else to cheer – and Spar’s shock update that sent the share price to multi-year lows. Grant Webster from Ninety One discusses how emerging markets have become increasingly resilient to external shocks and why investors…

1 Jun 1AM 20 min

[TOP STORY] Crypto on the move: Latest SA regulations

Bitexen CEO Mark Diuga clarifies the intent of the Draft Capital Flow Management Regulations on cryptocurrency.

29 May 3AM 7 min

Strong results push Lewis yield over 10%

Schalk Louw from PSG Old Oak breaks down strong results from Lewis and Life Healthcare – and why the market still sold the stocks off. Mark Diuga, CEO of Bitexen, unpacks the Sarb and National Treasury’s updated statement on the draft capital flow management regulations, which has helped calm initial…

29 May 1AM 20 min

[TOP STORY] Expert insights on SA’s revised merger regulations

‘One would hope through this process that one can in that way enhance dealmaking and enhance growth of the economy’ – Ahmore Burger-Smidt, Werksmans Attorneys.

28 May 3AM 6 min