Selling Sasol, buying gold and PGM miners

Loading player...
Petri Redelinghuys of Herenya Capital Advisors on Sasol's sharp rebound since the lows of last year. Is there still value or is it profit taking time?
Albert Botha of Ashburton Investments weighs in on today's tough MPC meeting. The expected rate cut is surely off the table even as SA saw 3% inflation for February.
And, Masthead Group MD Joleen John on the Conduct of Financial Institutions (COFI) Bill and concerns about the impact on IFAs.
26 Mar 1AM English South Africa Business News · Business

Other recent episodes

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

Beaten-down tech offering value

Petri Redelinghuys of Herenya Capital Advisors weighs in on the Mag 7 as the basket trades at all-time highs: buy, sell or hold? Vishal Rama from Prescient previews this afternoon’s MPC rate decision: hike or unchanged? Plus, Ahmore Burger-Smidt of Werksmans Attorneys unpacks changes to M&A regulations that could streamline…
28 May 1AM 20 min