Alexander Forbes executive chief economist Isaah Mhlanga considers recent constructive changes in the SA economy, US interest rates, local government elections and the medium-term budget policy statement.
Mia Kruger of Kruger International on the JSE falling back into correction territory. JSE's Mark Randall on the change in JSE ‘landscape’ after the Naspers/Prosus transaction. Johann Erasmus of Standard Bank talks the commodities supercycle — Is it over?
If you are ‘looking to time the market and looking to position for these sort of things...I think the last few weeks [was] probably a good time to take a lot of chips out’: Joe Basset – Renegade Capital in the US.
Joe Bassett of Renegade Capital talks the current fragility of the US equity market. Southridge Global Capital's Nick Dennis on identifying 'trend-setters'. Liam Hechter of Musgrave Capital Partners takes a look at emerging markets playing a more significant role in the global economy in the years to come
In the SA market ‘we've gone underweight commodities and basically have allocated that position towards the financial sector and specifically banks’: Henk Viljoen, Stanlib Balanced and Equity portfolio manager.
Alex Duys of Umthombo Wealth on Sibanye-Stillwater's lithium mine investment and FirstRand results. Absa's Justin Schmidt unpacks the latest manufacturing survey. Stanlib's Henk Viljoen talks where to invest as local and global growth moderates.
Nedbank's Preston Narainsamy unpacks Growthpoint and Hyprop results. Tomasz Trzósło CEO of EPP on results as the Polish economy opens up with 2022 growth expected at 5.6%. Pan African Resources CEO Cobus Loots on results as operating profit jumps 36%.
FNB's Chantal Marx unpacks the Clicks and Famous Brands trading updates. Afrocentric CEO Ahmed Banderker on strong results despite medical scheme membership declines. Karooooo CEO Zak Calisto talks the company's acquisition of Picup Technologies.