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The Big Picture
lindsay Williams talks to Andre Roux of Investec Asset… »
Investec
Unprecedented volatility seems to be the only guarantee in today’s credit, currency, and stock markets. Is the current turmoil a change in the trend of the last year, or merely a normal correction to be used as a buying opportunity? Lindsay Williams chats to John Stopford, co-head of fixed income, IAM… »
The Rate Cut: SARB Surprise
The reserve bank has pulled a rabbit out of the hat and the audience loves it. Interest rates have fallen by half a percent, and the markets love it as well. A leading local economist reviews the decision with scarcely disguised… »
Euro Trashed
The Euro is under pressure, not just as a currency, but also as a concept. It looks serious as Greece, Portugal and a host of other geographies grapple with deicits that threaten the world financial order. Lindsay Williams talks in depth to a currency expert from… »
Inflation
Prices are benign in South Africa, according to Stats SA. Consumer inflation is under the spotlight, with a view to Thursday’s reserve bank rates decision. Annabel Bishop of Investec gives us her… »
SARB Quarterly Bulletin
The data is 3 months old, but the tone is notably bullish, particularly the current account deficit revelation. Lindsay Williams chats to Andre Roux of Investec Asset… »
Jeremy Gardiner
The director of Investec Asset Management gives us his quarter end thoughts. He’s been bullish and right for 6 months now; can that run of form continue as markets and economies gallop towards the end of a momentous year? Lindsay Williams chats to the constant… »
Investec’s MD runs through the bank’s results and talks about ‘Green Shoots’.
Investec’s MD Bernard Kantor runs through the bank’s results and talks frankly about ‘Green… »
Exchange Rates
Commodities
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