Alex Duys of Umthombo Wealth on sweet RCL Foods results being good news for Tongaat. Morne Wilken, CEO of Hyprop, as loan-to-value improves to below 40%. Felix Ratheb, Sea Harvest CEO, unpacks results as aquaculture struggles.
MMT in effect says if countries ‘can control their own money supply, effectively print their own currencies, why shouldn't they do that?’ – Mohammed Nalla of Moe-Knows.com.
Petri Redelinghuys of Herenya Capital talks markets with the US and gold both suffering a red week and strategist Mohammed Nalla on understanding Modern Monetary Theory.
Nesan Nair of Sasfin Securities on resource stocks continuing their run. Nico Muller, Implats CEO, unpacks the company's record dividend and expansion plans. Martin Freeman, Orbvest CEO, talks investing offshore post the budget speech.
Viv Govender of Rand Swiss on the market's reaction to the budget. AECI CEO Mark Dytor unpacks their results as geographic diversification pays off and Adcock Ingram's CEO, Andy Hall, talks results showing healthcare continues to struggle under the pandemic.
‘If we've bought something ... and it fits the strategy and the market runs with it, there's no need for us to sell it’: Mia Kruger from Kruger International.
Mia Kruger of Kruger International on selling when valuations get stretched. Motus CEO, Osman Arbee, talks vehicle sales during lockdown and Bernard Berson of Bidcorp unpacks the company's results as Australasia and EMs return to normal.
RMB's Matete Thulare talks Sasol and its improved balance sheet. Peter Mountford, Super Group CEO, unpacks the company's results. Petri Redelinghuys of Herenya Capital talks Jubilee Metals and once-in-a-lifetime opportunities.
Sanlam Private Wealth's Nick Kunze takes a look at markets as Sibanye and Truworths trade weaker after their results. Henry Biddlecombe from Anchor Capital talks tech news and the war between Australia and Facebook/Google.
This week MoneywebNOW looked at budget expectations, new regulations affecting retirement funds, the rand, as well as preference shares, Dis-Chem and more.