Should consumer staples be portfolio staples?
Loading player...
Kamal Govan – Portfolio Manager, Allan Gray
Other recent episodes
[FULL SHOW] Sasol results, more tariff turmoil ahead, and do we need to revisit the MPC?
This evening we dive into the latest market movements with Makwe Fund Managers, we look at Sasol’s latest results, we hear from Dr Roelof Botha on a recent study zoning in on the Reserve Bank’s MPC, we speak to Gibs about what the US Supreme Court’s decision means for global…
The battle of the telecoms: Cell C vs Telkom
Mike Gresty – Fund Manager, Anchor Capital
Can infrastructure keep SA growing?
Alastair Herbertson – Managing Director, Emerging Markets Alternative Credit, Ninety One
More tariff turmoil on the cards after US Supreme Court decision
Adrian Saville – Professor: Economics, Finance and Strategy, Gibs
Why the Reserve Bank’s MPC needs to be reworked
Dr Roelof Botha – Independent Economist