Deryck Janse van Rensburg from Anchor Capital talks markets as the rand powers through 16.40 and gold hits 1 858/oz. Keith McLachlan from AlphaWealth on the strong Datatec update. Henry Biddlecombe, fund manager at Anchor Capital, on the decade-long tech rally and whether it will continue.
Nick Kunze from Sanlam Private Wealth on the Capitec update, worse or better than expected? Small caps analyst Anthony Clark looks at his preferred education stocks and Prabashini Moodley of Old Mutual Corporate on infrastructure as a Reg 28 asset.
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