Description
Bianca Botes from Citadel Global discusses the rand and interest rates following the MPC's modest 0.25% repo rate cut. Johan Marnewick, portfolio manager of the STANLIB Khanyisa Suite of Funds, explores the role of impact investing in energy transition and climate change within developing economies. Simon shares his take on Mr Price’s results – weak growth but promising prospects ahead.
‘We try to ensure that those sustainability-type factors actually influence what we buy, what we sell, our portfolio construction and risk management’: Conway Williams, head of credit at Prescient.
Published 11/28/24
Shaun Dendere from Trive SA unpacks the market's reaction to Nampak's update and Anglo American's sale of 6.6% of Amplats – does Amplats still hold an investment case? Absa CIB’s Premeshin Naidoo discusses how new energy vehicles could revolutionise SA’s auto industry. Conway Williams from...
Published 11/28/24