[TOP STORY] Absa expecting 25bp interest-rate cut for May
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Economist Sello Sekele breaks down SA’s Q2 2025 GDP outlook with inflation and local uncertainty in focus.
Other recent episodes
[TOP STORY] Rethinking bonds: The new rules of portfolio defence
'Things have to change in your portfolio to reflect the shifts that we've had since Covid' – Sahil Mahtani from Ninety One.
Illegal mining still a risk for the industry
Sithembile Bopela from FNB Wealth and Investments on Datatec’s upbeat update, which sent the share price higher. Sahil Mahtani from Ninety One on whether investors still need government bonds if they’re struggling to play their traditional role as portfolio shock absorbers. PwC’s Andries Rossouw, unpacks their latest mine report.
[TOP STORY] Digging into Mr Price’s ‘free cash flow to EV yield’ metric
Keith McLachlan from Element Investment Managers explains: 'We’re trying to get a sense of what true profits are'.
US markets are pricey … but don’t fight the highs
Petri Redelinghuys from Herenya Capital Advisors on whether pricey US markets have him worried. Keith McLachlan from Element Investment Managers breaks down his free-cash-flow-to-EV yield – what it means and how to use it. Mark McChlery from PayJustNow on the ever-earlier start to Black Friday – what discount levels drive…
[TOP STORY] SA’s challenges with tariffs, inflation and central bank independence
Herman van Papendorp from Momentum Investments considers SA investors should have both nominal and inflation-linked bonds in their portfolios over the next six to 12 months.