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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…. »
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…. »
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… »
The Weekly Wrap
Resident market veteran Liston Meintjes looks back at the week’s important events, including US jobless numbers, Greece again, and the interest rate cycle. In conversation as always with Lindsay… »
Zumanomics
The President has concluded his trip to the UK. Apart from the hoo-ha surrounding a polygamous sideshow, there were serious economic aspects to the trip. 200 business people hitched a ride, and many ministers. A top London based economist was involved, and Lindsay Williams chats to… »
The Big Picture
Max King from Investec Asset Management in London talks Greece, Euro, the US, the UK, politics, China, and where the markets are going. Sideways? Let’s hope not. … »
Results: Aspen Pharmacare
Say no to drugs unless you’re thinking of an investment in the continent’s premier pharmaceutical concern. It’s truly a global player, but can the momentum be maintained? Lindsay Williams talks to Stephen Saad, the pioneering… »
Exchange Rates
Commodities
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