Finding stellar returns beyond just tech

Loading player...
Sithembile Bopela from FNB Wealth and Investments unpacks whether Aspen’s plan to sell its APAC (ex-China) assets sharpens the investment case. Herman van Papendorp from Momentum Investments explores how the US attack on Venezuela carries consequences well beyond Latin America, with longer-term implications for investors. Craig Antonie of AnBro Capital looks at where to find value – and strong returns – beyond the Mag 7, and why markets don’t pay attention to calendars.
14 Jan 12AM English South Africa Business News · Business

Other recent episodes

Why the sudden rand weakness?

Capitec is 10% off its highs – is there value on offer? Danie Dörfling-Kruger from Moore Infinity weighs in on the results and where the opportunities are in local banks after a stellar 18 months. Niki Giles from Prescient Fund Services on the ETF boom and why actively managed ETFs…
2 Oct 1AM 20 min

The rand grows up and calms down

Has the rand lost its rattlesnake bite? Investec’s Matete Thulare crunches the numbers as big moves fade and trading ranges tighten. Pattern CEO James Townsend unpacks how the GLP-1 weight-loss boom could shake up fashion retail. Plus, INN8 Invest’s Leigh Kohler on making uncertainty work for investors and finding outperformance…
1 Oct 1AM 20 min

[TOP STORY] Chicken or beef?

Andrew Fulton from Eighty20 considers meat inflation and agricultural volatility amid foot-and-mouth disease and shifting consumer habits.
30 Sep 3AM 6 min