Opportunity in home builders as economy turns?

Loading player...
Chantal Marx from FNB Wealth and Investments on contrasting updates from Balwin and strong-performing Calgro M3. Are there opportunities in these stocks?
Kingsley Williams, CIO of Satrix, discusses market opportunities in India, local sectors, and tech.
Wayne Abramson, CEO of ATM Solutions, on the impact of cash on consumer behaviour and the South African economy.
8 Oct 2024 1AM English South Africa Business News · Business

Other recent episodes

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

When is the right time to buy gold miners?

Petri Redelinghuys from Herenya Capital Advisors unpacks AngloGold Ashanti's results and asks whether gold miners are still worth holding. Thethe Mokele of Pinsent Masons explores the key shifts reshaping South Africa's construction industry, while Shaun Meintjes from Consult by Momentum shares practical insights on preparing your children to inherit your…
3 Aug 1AM 18 min