Nesan Nair of Sasfin Securities on another red day for global markets. Grindrod CEO Andrew Waller talks about the impact of the company's asset sales on investors. IG Markets's Shaun Murison on the role of technical analysis in trade identification.
Nedbank's Preston Narainsamy on the drivers behind the latest S&P and Famous Brands numbers. Cobus Loots, CEO of Pan African Resources on the reprocessing of gold tailings and the sustainability of this trend. Sam Feinstein of Definitive Capital talks asset allocation.
This week MoneywebNOW looked at timelines for the travel and leisure industry to normalise, the home DIY trend, Kruger International’s wind farm preference shares, the US anti-trust threat to big tech, value fashion vs secondhand garments, Combined Motor Holdings’ new normal, and more.
FNB's Wayne McCurrie talks Clicks, Altron results and the Kumba update. AlphaWealth's Keith McLachlan on his preferred infrastructure stock. Rob Noble of RunwaySale talks the sustainability of value fashion vs secondhand garments
Viv Govender of Rand Swiss on the Cashbuild update, the state of the travel industry and what's happening (or not) with Brexit. Grant Field, CEO of Fedgroup, gives an update on how their impact investments did under lockdown.
FNB's Chantal Marx on Pick n Pay, Standard Bank and Sasol. Combined Motor Holdings CEO Jebb McIntosh talks vehicle sales under lockdown. Jeremy Sampson of Brand Finance Africa on the continent's most valuable brands.
Nesan Nair of Sasfin Securities on a big day for financials and a look at why the JSE continues to lose listings. Kruger International's Mia Kruger talks issuing a green social investment option. Earning interest on Bitcoin in your Luno wallet with Africa GM Marius Reitz.
Petri Redelinghuys of Herenya Capital looks at US indices, gold and Aspen's continued dive. Renergen CEO Stefano Marani on results and their greenfields helium and LNG fields in the Free State. Anchor Capital's Henry Biddlecombe talks the US's anti-trust report and its risks to big tech.
Mia Kruger of Kruger International on the President's economic recovery plan and small-cap opportunities. Errol Smart of Orion Minerals talks the feasibility study for their copper-zinc mine in the Northern Cape and Old Mutual's Moosa Hassim on Visa as an investment case in an increasingly cashless society.
Viv Govender of RandSwiss on Famous Brand's GBK going bankrupt and US bank results. Keith McLachlan of Alpha Wealth on equity vs consolidated holdings in results and changes to the PSG IFRS status. Mike Brown talks 20 years of ETFs in South Africa.
FNB's Wayne McCurrie talks OPEC+ production cuts and the latest on Standard Bank payment holidays. Stephan Engelbrecht of Anchor Capital on their Q4 asset allocation report and Rael Levitt, CEO of Inospace Properties, talks dark kitchens and stores changing the face of delivery.
Preston Narainsamy of Nedbank Private Wealth on the Murray and Roberts JV. Steve Brooks, CEO of Balwin, talks results and paying a dividend through tough economic times. Shaw Mabuto of SPEAR Capital on ESG standardisation.