This week MoneywebNOW looked at surprisingly good SA Inc results, ‘risk on’ trade, Pick n Pay's prospects, local stocks that could benefit from infrastructure spend, S&P's rating of local active management, and more.
Xavier Prévost from XMP consulting on the prospects for soon-to-be-listed coal miner Thungela Resources. Moneyweb's Ciaran Ryan on the two local crypto bundles; the risks and differences. Gary Booysen of Rand Swiss talks the Pick n Pay update and JSE food retailers in general, along with his preferred retailer.
RMB's Matete Thulare talks Prosus and the Tencent share sale. Len Jordaan of S&P Dow Jones Indices on the latest active vs passive performance results for South Africa. TWK Agri CFO Eddie Fivaz chats interim revenue.
FNB's Chantal Marx talks construction boom investment opportunities. Futurist Jonathan Cherry on why we ignore long-term warning signs. Henry van Deventer from Liberty on customers' response to virtual financial advice and how they've had to adapt.
Anchor Capital's Deryck Janse van Rensburg looks at equity markets as VIX trades below 20 and Nasdaq flies higher. Zelda Burchell of Cova Advisory and Associates on how green projects can be used to offset liability or to generate income.
PPC CEO Roland van Wijnen discusses the company's successful restructuring in the DRC and gives an operational update. Workforce Holding's CEO Ronny Katz talks results. Sasfin's Nesan Nair on a solid start for the JSE.
Rand Swiss's Viv Govender takes a look at the markets. Digging into 4Sight's business model and results with CEO Tertius Zitzke. Drikus Combrinck of Capicraft on the investment case for Grindrod Shipping as pandemic induced supply chain disruptions keep rates high.