Great Sappi results, but debt remains a concern

We discuss packaging stocks on the back of Sappi results and take a look at fixed income in a rising interest rate and high inflation environment.

Lonwabo Maqubela, portfolio manager at Perpetua Investment Managers, talks Sappi results and what that tells us about other packaging firms. Victor Mupunga of Old Mutual Wealth unpacks the L’Oréal results. STANLIB’s Victor Mphaphuli on fixed income in a rising interest rate and high inflation environment.

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