Sasol update shows pain of cyclical industries

Loading player...
Michele Santangelo from Independent Securities on the macroeconomic factors in 2023 and how these differ from 2024 and the stocks he believes will perform well
Simon's thoughts on the other Nasdaq ETF … QQQM vs QQQ.
26 Jan 2024 12AM English South Africa Business News · Business

Other recent episodes

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

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