MTN Group Ltd. is an emerging markets mobile operator with a clear vision to lead the delivery of a bold, new digital world. At end December 2019 it had 251 million customers across Africa and the Middle East. The Group offers voice, data and digital... [more info]
Petri Redelinghuys of Herenya Capital on markets looking bullish. Absa's Justin Schmidt on the unexpected uptick in manufacturing demand in Q4. Just Share's Tracey Davies looks at the success of virtual AGMs and whether banks are really dropping coal.
Viv Govender – Portfolio manager, Rand Swiss on US stimulus package, the rand, SA's economy, Renergen's vaccine transport solution, MTN on selling Telkom towers and Delta's fraud revelation.
Sanlam's Nick Kunze talks markets with the JSE at near all-time highs and oil on the rise. A deep dive into listed property with Steven Brown, CEO of Fortress Reit after a dismal 2020 for the sector.
Telkom and Truworths are looking for exec replacements, while Comair is sorted; CEO Gore is looking for improved upside on his Discovery hedge and Remgro wins 'technically-worst AGM' award.
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.
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