The Business of Money – Cold Stocks
The Business of Money - Cold Stocks Is the Commodity Super Cycle over? Is the rand back on its way to 18 to the dollar? Cold Stocks take precedence over Hot Stocks. An overview of recent company results with a focus on the banks. Our market experts weigh in. Watch all episodes of the Nielsen Network "The Business of Money" here. About Bronwyn Nielsen With over 25 years’ experience in African and Global broadcasting, Bronwyn is one of Africa’s most experienced and well-known broadcasters. During...
Standard Bank Boss Sim Tshabalala is in the C-SUITE
Standard Bank Boss Sim Tshabalala is in the C-SUITE Speaking at the banking group's half year results announcement Tshabalala said "While the recent unrest in South Africa has dented consumer, business and investor confidence we do not believe it will derail the nascent economic recovery in the short term. GDP is expected to grow at 4% in 2021 and interest rates are expected to remain unchanged for the remainder of the year. The Global backdrop is expected to remain favourable, supported by...
The Business of Money – Hot Stocks chosen by our Money Makers
The Business of Money - Hot Stocks chosen by our Money Makers We examine the investment case for MTN, Nedbank, Sibanye Stillwater, York Timbers, Combined Motor Holdings, Anglogold Ashanti, Novus, Afrimat and more. If you are starting a portfolio or hold a portfolio of shares this conversation is for you. We assemble the experts to help you make the best investment and money decisions. Watch all episodes of the Nielsen Network "The Business of Money" here. About Bronwyn Nielsen With over 25 years’ experience in...
MTN Group Boss Ralph Mupita is in the C-SUITE
MTN Group Boss Ralph Mupita is in the C-SUITE MTN is firing on all cylinders and the telecommunication giant's share price continues its upward trajectory. Sanlam and MTN announce an insurtech alliance as the group drives its financial services business across Africa. Watch more episodes of the C-SUITE here. About The Nielsen Network: The Nielsen Network has a wealth of experience in communication and dealing with the media. Headed by Bronwyn Nielsen, former Executive Director at CNBC Africa, and specialist communications consultant in crisis and...
Growthpoint Boss Norbert Sasse is in the C-SUITE
Growthpoint Boss Norbert Sasse is in the C-SUITE The Future of Work & leadership in uncertainty The Property sector has been hard hit over COVID-19 and strength of balance sheet has been an imperative as tenants have come under pressure especially in the hospitality and leisure industry. Growthpoint's crown jewels, The V&A Waterfront, has understandably been hard hit. Norbert Sasse weighs in on managing under pressure with lack of visibility and he also discusses the Future of Work and where the needle will...
Vodacom’s Shameel Joosub is in the C-SUITE
Telkom is intentionally delaying the release of spectrum. Vodacom's Shameel Joosub is in the C-SUITE In March of this year South Africa's long awaited plan to sell more high speed internet spectrum was thrown into doubt after Telkom won a court ruling suspending the process there is still no clarity on the way forward. Vodacom's Group CEO Shameel Joosub says that this has been Telkom's modus operandi for years. The bottom line is that South African consumers stand to lose as lower data...
Seelan Gobalsamy, CEO of Omnia Holdings is in the C-SUITE
Seelan Gobalsamy the CEO of Omnia Holdings is in the C-SUITE talking about the company's A+ turnaround. Man I love it when a plan comes together and the story of Omnia Holdings is exactly that. The diversified chemicals group has been on a two year turnaround journey which has just seen R1 billion rand in dividends being handed back to investors. The group reported its full year results in mid June for the 12 months to end of March 2021. With Omnia's...
Peter Armitage CEO Anchor Capital weighs in exclusively on Naspers Prosus and Tencent in the C-SUITE
Peter Armitage, CEO of Anchor Capital, weighs in exclusively on Naspers Prosus and Tencent in the C-SUITE Naspers and Prosus make up more than 20% of the South African All Share Index. Within Naspers and Prosus 82% of the net asset value is in Tencent. Tencent is the biggest listed company in China and the company is currently around 40% off it's highs. On balance Anchor Capital is of the view that shareholders, risk profile dependent, should hold fast in the face...