Nesan Nair of Sasfin Securities discusses rand strength, the gold price and trade risk. Samantha Steyn from Cannon Asset Management unpacks buying businesses not stocks and sticking with the strategy as share prices tumble. Helena Conradie from Satrix on the new MSCI China ETF
Rowan Williams of Nitrogen Fund Managers on Barloworld's results negatively impacting the stock; and Q1 GDP. Redefine CEO Andrew Konig on selling R7.7bn in non-core assets and Himal Parbhoo from FNB talks on managing your lifestyle when living off interest.
RMB's Matete Thulare unpacks Naspers's results and China's PMI. Irnest Kaplan of Kaplan Equities on Bytes UK unbundling from Altron. Labat CEO Brian van Rooyen on being a global player in the cannabis industry.
Nick Kunze of Sanlam Private Wealth on the JSE trading update and local GDP data due on Tuesday. Rushil Jeena from Afrifocus talks about their managed tax-free portfolio structure. AlphaWealth's Keith Mclachlan on the non-linear nature of assets when building a portfolio.
Mia Kruger of Kruger International on US unemployment and Berkshire Hathaway being too large for market-beating returns. Absa's Justin Schmidt on its Q2 manufacturing survey and food producers struggling under lockdown. Wine Cellar's Roland Peens on wine as an alternative investment.
Alex Duys of Umthombo Wealth on US growth fears and a red night for American markets. Stephàn Engelbrecht of Anchor Capital on solid TFG results. Vunani Corporate Finance's CEO Sam Morokosi on Afrimat being the best JSE stock for proposed infrastructure spend.
Nesan Nair of Sasfin Securities on new highs for Tencent and Pepkor looking to raise R2bn. Citadel chief economist Maarten Ackerman talks us through 'zero-based' budgeting as proposed by Minister Mboweni. Head of Indexation at Ashburton, Vicki Tagg unpacks proposed changes to the Ashburton Global Equity ETF (ASHGEQ).
Anchor Capital's Deryck Janse van Rensburg on City Lodge's rights issue and Telkom suspending its dividend. Chris Oosthuizen of Stor-Age on operating during Covid and the resilience carrying the company. Discovery Invest CEO Kenny Rabson unpacks their teaming up with Goldman Sachs and BlackRock and managing portfolio diversification.
Nick Kunze of Sanlam Private Wealth on iron ore and Alibaba as an Amazon alternative. Protea Capital Management's CEO Jean Pierre Verster on whether investors should consider exiting stocks ahead of a capital raise. Renergen CEO Stefano Marani on helium and rolling out an LNG network with Total.
RMB's Matete Thulare on Sasol's update and Curro's surprise rights issue. Schalk Louw of PSG Old Oak on the best 25 trading days of the last 20 years and its impact on investment returns. Sun International's Anthony Leeming on the gaming and hospitality industry opening up under Advanced Level 3 regulations.
FNB Wealth and Investment's Chantal Marx discusses the further opening of the economy and Aspen's share price reacting to hopes of a new Covid-19 wonder drug. Gary Booysen of Rand Swiss on trader vs investor. FlySafair's CEO Elmar Conradie gives an update following the resumption of flights.
Travis Robson of IG markets on Chinese data indicating the worst may be behind it. Kruger International's Mia Kruger on renewable energy infrastructure as an investment. Purple Group CEO on surge in new accounts and how to navigate markets during unpredictable times.
Nick Kunze and Greg Katzenellenbogen of Sanlam Private Wealth join Simon to discuss Hertz stock which is up 250% and gold as an investment. ETF SA's Nerina Visser delves into using ETFs to hedge the rand.