Mia Kruger on Standard Bank results and the surprisingly good ADvTECH trading update, Investec's Brian McMillan talks the upcoming USD S&P 500 Autocall listing. Heino Gevers, cybersecurity expert at Mimecast, on the Experian data breach.
FNB's Chantal Marx talks markets, Grace Harding, Ocean Basket CEO, explains why its still far from business as usual for restaurants despite the lifting of the alcohol ban and Keith McLachlan looks at which companies are likely to rebound under Level 2.
Travis Robson of IG Markets SA on the S&P 500 trading at all-time highs. Nesan Nair of Sasfin Securities on the potential for a value unlock as PSG unbundles Capitec. Afrimat CEO Andries van Heerden on its iron ore acquisition and if there are signs of infrastructure spend.
Umthombo Wealth's Alex Duys on Sasol's results and Afrimat buying another iron ore mine. Henry Biddlecombe of Anchor Capital on the sustainability of the forces driving the tech rally. Erwin Rode looks at why we should exercise caution before buying residential property.
Nick Kunze of Sanlam Private Wealth on stocks to look out for in Level 2, the Richemont loyalty warrant and Discovery edging higher. Adrian Saville talks the rise, and risks, of zombie stocks. JP du Plessis of Laurium Capital discusses investing in African sovereign bonds.
Nesan Nair of Sasfin Securities on Exxaro results, telco stocks and banks ahead of their results. Viv Govender of Rand Swiss on the US/China trade war, and TikTok and WeChat bans - and how China responds. Maeson Maherry of LAWtrust (part of listed ETION) on doubling revenue and profits as digital becomes main stream.
Matete Thulare from RMB on Clicks delivering, even in lockdown, while manufacturing output collapses. Garreth Elston of Reitway Global on locally-listed UK property, Capital & Counties' (CapCo) results and Hammerson's rights issue. Sanlam Private Wealth's Greg Katzenellenbogen brings a sane head to a wild gold price story as we start to see some inflation creep into the US.
Mia Kruger of Kruger International talks markets as Sasol soars on horror write-downs and reports of an IPO for Airbnb. FNB's Wayne McCurrie on the case for British American Tobacco as it offers a solid sterling yield. Wikus Furstenberg from Futuregrowth on how SA's government bonds are doing
Gary Booysen of Rand Swiss on US earnings season, silver and what to expect from Sasol's results. Varushka Singh of RMB helps us understand the rattlesnake rand. Victoria Reuvers from Morningstar talks about the lack of diversity in the fund management industry.
Alex Duys of Umthombo Wealth on the markets as MTN exits Syria and Iran to focus on being a pan-African telco. Tracey Davies from Just Share on Investec's climate risk disclosures and how online AGMs have been faring. FNB's Praven Subbramoney talks investment property sales.
Deryck Janse van Rensburg of Anchor Capital gives a market update after the Top40 closes at a 2020 high. JSE CEO Dr Leila Fourie on the company's results as revenue shoots up 22%. Impact investing versus prescribed assets with Alexander Forbes Investments's Janina Slawski.
Chantal Marx of FNB Wealth and Investment on the Cashbuild deal and Pick n Pay's trading update. Steven Brown, CEO of Fortress, talks the resilience of the logistics property space. Dean McCoubrey, founder of MySociaLife, on US threats to close or force the sale of TikTok, real risk or trade war talk?