The pandemic has accelerated the casualisation of the workplace, since all one has to do is look smart from the waist up in a Zoom meeting: Keith McLachlan from Integral Asset Management.
Wayne McCurrie of FNB Wealth and Investments on Murray and Roberts winning contracts worth R1.2bn. Integral Asset Management's Keith McLachlan talks Levi Strauss and the part it plays in his offshore portfolio. Craig Antonie, CIO at AnBro Capital, unpacks his standout tech stocks so far this earnings season.
SA investors sitting on cash now have an opportunity to diversify away from rand-based earnings to dollar-based earnings: Cloud Atlas CEO Maurice Madiba.
RandSwiss's Gary Booysen talks the MTN update. Steven Brown, Fortress CEO, on property investing in Central and Eastern Europe. Maurice Madiba of Cloud Atlas chat their new African Government Bond ETF.
‘If my thesis is correct,’ says Petri Redelinghys from Herenya Capital Advisors, ‘you're going to want to be a seller...closer to the end of the year. I'm bullish’.
Petri Redelinghuys of Herenya Capital Advisors takes a look at the markets. Mabule Setoaba of Investec talks the risks in the search for cash yield. Derrick Msibi, CEO of Stanlib on asset managers' role in a secure South Africa.
This week MoneywebNOW looked at results from the Anglo stable, the economic impact of the July riots, L2D on shopping centre rentals, decade-high US inflation, using the current Naspers/Prosus sentiment to top up, and more.
FNB's Chantal Marx talks the latest market movements. Kobus Verster, CEO of ArcelorMittal South Africa, unpacks its strongest half-year results in a decade. Bruce Williamson, CIO of Integral Asset Management, on PGM opportunities after the run-up.
Bumper tax revenues from high commodity prices may support the economy in the short term, but won’t meaningfully address the long term: Carmen Nel from Matrix Fund Managers.
Martin Smith of Anchor on dividends and share buy-backs and whether the Naspers/Prosus selling is over. AECI CEO Mark Dytor unpacks results. Carmen Nel of Matrix Fund Managers on the real impact of looting on SA's economy.
Deryk Janse van Rensburg from Anchor Capital suggests using the somewhat negative Naspers/Prosus sentiment as an opportunity to gradually top up over the next couple of days.
Deryck Janse van Rensburg of Anchor Capital on Naspers/Prosus taking another beating. Emda Fourie of Momentum Corporate on the disconnect between employees and employers on future work models. Yolande Tabo of Convergence Partners on digital access for the African continent.
Sasfin's Nesan Nair talks Amplats's giant dividend and the Tiger Brands tinned food recall. Liberty Two Degrees's interims: strong in retail as office still struggles. Kea Nonyana of ThinkMarkets on Tesla results and this week's Federal Open Market Committee meeting
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