Jse hof toe oor Mantengu
Dr Steve Minnaar, portefeuljebestuurder by Abax Beleggings, deel sy mening oor die onrustige mark, Tesla-aandeelhouers se vergoedingspakket aan Elon Musk, en Mantengu se aantygings teen die JSE.
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Annabel Bishop | commodity prices | emerging markets | geopolitical tensions | Grey list | SAFM Market Update
Is SA poised for a rerating?
‘Lower inflation should mean structurally lower interest rates, and that’s helpful from the bond perspective, from a foreign investor point of view, and for people living in South Africa – these are good things that are happening’: Investec chief economist Annabel Bishop.
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Dr Christie Viljoen | emerging markets | geopolitical factors | Jimmy Moyaha | Market volatility | SAFM Market Update
What’s happening with the rand?
‘I think below R17 to the dollar is very, very possible, but so many factors supporting the rand are still heading in the right direction’ – Dr Christie Viljoen, senior economist at PwC.
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JSE hits new record above 105 000
Before closing just shy of this new milestone.
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Afrimat | Aspen Pharmacare | Columnists | Companies and Deals | emerging markets | generic medication
Does Aspen’s manufacturing matter?
If you give manufacturing a zero value and push all the debt onto commercial pharma, Aspen’s 8.5x multiple is half that of the average major generics group.