Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
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‘As with anything, you really should be focusing on companies where the value that you're getting exceeds the price that you're going to pay’: Anil Jugmohan of Nedgroup Investments. → Read More
‘I don't think too many people in the traditional financial world are losing sleep because I think they're fairly dismissive of the technology because they don't understand what's about to happen to them’: Simon Dingle – founder and CEO, Inves Capital. → Read More
If you manage your money better, just as you manage your health better, you get better outcomes: Discovery Bank CEO Hylton Kallner. → Read More
Small caps likely to do better than large caps locally, and our local market may do better than the MSCI World Index: Gary Booysen of Rand Swiss → Read More
We estimate over R100 billion came to the consumer's pocket (via stimulus) in a six-month period: Evan Walker from 36ONE. → Read More
Nesan Nair of Sasfin Securities on a big day for financials and a look at why the JSE continues to lose listings. Kruger International's Mia Kruger talks issuing a green social investment option. Earning interest on Bitcoin in your Luno wallet with Africa GM Marius Reitz. → Read More
Deryck Janse van Rensburg of Anchor Capital talks the Spur update and PSG Konsult results. FNB's Bheki Mhkize on launching JSE-listed fractional ETNs tracking hot US tech and consumer stocks. Andrew Dawson, MD at MACmobile, on adapting the supply chain to the Covid-19 reality. → Read More
Petri Redelinghuys of Herenya Capital takes us through the key charts for the week ahead. York Timber CEO, Pieter van Zyl talks results. Victor Mupunga from Old Mutual on why this tech rally is different to the 1999 bubble. → Read More
Viv Govender of Rand Swiss on US GDP data; Disney and American Airlines layoffs. Sun International's Graham Wood on occupancy levels at their resorts and whether conferencing is returning. David Seinker, The Business Exchange CEO, on the serendipity that comes from having workers in the office. → Read More
Deryck Janse van Rensburg from Anchor Capital on Kumba's results, the Sasol LCCP stake sale and when to exit gold stocks. Karim Chedid, investment strategist at BlackRock on the investment case for Europe and Nolan Wapenaar, Anchor CIO on red flags to look for when investing in fixed income funds. → Read More
Matete Thulare of RMB talks the Woolies and MTN trading updates, Danie Pretorius, CEO of Master Drilling, discusses drilling the deepest hole ever. Petri Redelinghuys of Herenya Capital Advisors on trailing miner Jubilee Metals as it trades through 100c, suggesting a long-term trend change. → Read More
Nesan Nair of Sasfin Securities on Shoprite and the TFG rights issue. Charl Bester of Kruger International on the dividend kings such as Johnson & Johnson. Africa Nkosi from Khonology on harnessing big data for improved profits. → Read More
Gary Booysen from Rand Swiss on the Nasdaq hitting new all-time highs. Small-caps analyst Anthony Clark helps us understand PSG 3.0 after its AGM and looks at Invicta selling assets to shore up its balance sheet. Grant Locke of OutVest on using an endowment policy to find yield in a low-yield world. → Read More
Nick Kunze of Sanlam Private Wealth talks MTN, gold and US bank results so far. Ettiene Retief, chairman of national tax and Sars committee for Saipa on the new deadlines for Sars e-filing and auto-assessment. → Read More
Wayne McCurrie on Richemont's trading update and Foschini and Sun International's rights issues. Kevin Brady, CEO of A2X, discusses how the proposed best execution rule is set to become law in SA and benefit investors. Glenn Gillis CEO at Sea Monster on raising funding and using gaming as an educational tool. → Read More
Chantal Marx, head of research at FNB Wealth and Investment on the Truworths update, local inflation data, and whether more rate cuts could be on the cards. Gary Arnold of Astral Foods as it joins the buying frenzy at Quantum Foods. Tsogo Sun Hotel's Marcel von Aulock on selling the iconic Maia Resort. → Read More
Petri Redelinghuys of Herenya Capital Advisors on what the week may hold for markets. Stephán Engelbrecht from Anchor Capital talks us through the investability of gold. Viv Govender from Rand Swiss discusses Tesla as a tech company focused on autonomous driving. → Read More
Chantel Marx of FNB Wealth and Investment talks Omnia results reflecting a solid turn around. Elize Botha, MD of Old Mutual Unit Trusts on ESG as an important trend in investing. Wandile Sihlobo, chief economist at Agbiz on the locust plague ravaging parts of Africa and Asia, and its threat to SA. And are we seeing an uptick in food inflation? → Read More
Mia Kruger of Kruger International on surging tech stocks and Warren Buffett buying into energy. Citadel's Riaan Campbell discusses the process of asset sales as retirement looms. Johann Erasmus of Standard Bank talks the lender's commodity ETNs that expire in August and those expiring next year. → Read More
Also, Altron confirms the separate listing of Bytes Technology UK. → Read More