This week MoneywebNOW looked at spooked US markets as recession looks possible, high local wage demands driving inflation, CMH's results and what to read first in financial results.
‘The wage conversation is still weighing quite heavily on Sibanye’ and Nasdaq’s day was ‘less about the rates decision [but more] about...inching closer to a US recession’: Independent analyst Jimmy Moyaha.
‘We're getting close to that level again where the economy might not be keeping...up with population growth. ...This decline is a big concern for us in terms of job creation, in terms of inequality’: Dr Christie Viljoen of PwC.
When ‘untrustworthy management teams...miss goals, they just shift the goalposts and then hope that nobody reads prior sets of results’: Keith McLachlan – Integral Asset Management.
Petri Redelinghuys from Herenya Capital Advisors takes a look at markets, an update on the state of the retirement fund investment management industry and tips on what to look for first when analysing financial results.
‘I think we'll see EVs at the upper luxury level ... [but] for the mass market [it’s] far too premature’: Dr Martyn Davies – Deloitte's Africa auto sector leader.
It’ll be some time before vacancy rates get noticeably lower and fuel the need for additional or new build: John Loos – FNB commercial property finance sector strategist.
Independent Analyst, Jimmy Moyaha talks markets, the JSE’s Sam Mokorosi discusses new EFT listings and FNB's strategist John Loos takes us through the activity being seen on SA’s commercial property scene.
Longer term [tech stocks are] definitely still the space to be in for above-average growth and companies that can deliver exponential returns for shareholders: Craig Antonie of AnBro Capital.
RMB's Matete Thulare weighs in on a possible recession, which has markets in a tailspin. Craig Antonie of AnBro gives his take on the deal Elon Musk and Twitter have struck.