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.
‘We like the business model. We like the quality of the business, but it is the valuation that is a problem. It is very, very expensive for us’: Patrick Mathidi of Aluwani Capital Partners.
A look at markets after the Fed's recent hawkish tone, new ETF listings strengthening the JSE, and whether Capitec's business banking strategy can sustain its share price momentum.
‘For me [it’s] a very tough call to be investing in a company...that is at the mercy of the consumers of Africa, the majority of whom don't have jobs’: Kruger International CEO Mia Kruger.
‘As we march forward into a cyclical economic slowdown, you have to use...opportunities to diversify your portfolio, and get into the assets where you want to be’: Citadel CIO George Herman.