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Thursday’s Markets
Graeme Korner, portfolio manager at BOE Private Clients in Johannesburg looks at a raft of results from JSE listed companies including MTN, Basil Read, Old Mutual, and Sanlam, as well as casting an eye over the dealings on the… »
The Big Picture
Jeremy Gardiner, director of Investec Asset management in Cape Town talks of the NASDAQ peak anniversary, the performance of the US markets and economy, the mood in the UK, and the ongoing rand debate. Don’t miss Jeremy chatting to Lindsay… »
SA economic data
Annabel Bishop, economist at Investec in Johannesburg, analyses the latest manufacturing and mining production data from a recovering South African economy. In conversation with Lindsay Williams … »
Property and Cycling
Chris Drummond went bicycling with Lance Armstrong in the rain. What was the chairman of Benguela Cove thinking of? And what has it to do with property? We find out…. »
Markets on Tuesday
A correction. Hopefully brief. A leading local fund manager looks at the action and the market as a whole, with data provided by I-Net Bridge and in conversation with Lindsay… »
RESULTS: Firstrand
Lindsay Williams chats to the new CEO of the giant local banking group on the occasion of its interim results. There’s some cause for optimism, but an air of caution is the pervading theme. Don’t miss Sizwe Nxasana… »
OIL
Holding above $80 per barrel, having been about half that a year ago. Why? And is it justified? Jonathan Waghorn, co-portfolio manager at Investec Asset Management’s Global Energy Fund in London spills the beans. It’s the most important commodity in the world and cannot be ignored. Don’t miss this. Jonathan in conversation with Lindsay Williams…. »
RESULTS: Sasol
The proudly South African synthetic oil producer outperformed the market today. Results were as expected but the outlook was upbeat, as indeed is the oil price…. »
Talking Wealth
In Trusts we trust. A mystifying vehicle to many, and also much maligned. But according to Alfie Bester from CITADEL, a trust is ignored at your peril. In conversation with Lindsay… »
The Week Ahead
Risk is back on the table and the rand is running. Kevin de Villiers from IAM Cape Town explores these themes and more, including company results and US unemployment data, with Lindsay Williams on The Week… »
Exchange Rates
Commodities
Provided By I-Net Bridge.
