Business News Leaders

Exxaro’s digital transformation journey

The use of technology is expected to boost productivity and efficiencies in various sectors, and the mining industry is no different. PWC has noted a pick-up in the use of innovative cutting edge technologies to drive more efficient operations in the local mining industry. Business Day TV spoke to Johan…

11 May 2022 10AM 7 min

Is South Africa in a fiscal death spiral?

That is the trillion rand question in the fixed income market if you are buyer or holder of South African government bonds and more broadly for a major question for all South Africans because if we are, if our debt balloons to unsustainable levels and we have to approach the…

11 May 2022 5AM 26 min

Outlook for South Africa’s auto industry

Covid-19, the war in Ukraine and shortages of key automotive parts pose risks to the motor industry's planned growth. In light of those headwinds, the National Association of Automobile Manufacturers of South Africa has asked for a review of the industry’s masterplan, saying its goals may no longer be feasible…

10 May 2022 9AM 8 min

SA’s agriculture outlook is stable - Kaap Agri

Kaap Agri has posted a near 27% increase in interim revenue, bolstered by surging prices. The agricultural services group says its outlook for the sector remains positive, but has warned that conditions may become increasingly challenging heading into 2023. Business Day TV unpacked the performance with CEO Sean Walsh.

10 May 2022 9AM 8 min

Digging into SA’S mining sector

As the world’s suits in hard hats descend on the Cape Town International Convention Centre for the first in-person Mining Indaba in two years, much has changed in the commodity landscape. But sadly, in SA not much has changed. The South African mining industry is nowhere near getting a new…

10 May 2022 5AM 25 min

Trade Of The Week

Join Independent Analyst, Loyiso Mpeta as he shares technical analysis on the Dollar Index and JSE All Share.

9 May 2022 11AM 5 min

Investing in African Mining Indaba kicks of

The Investing in African Mining indaba takes place at a time when the Fraser Institute has highlighted that South Africa has lost its investment appeal. Business Day TV spoke to Henk Langenhoven, Chief Economist at the Minerals Council SA about changes needed in the sector to improve investor sentiment.

9 May 2022 10AM 7 min

Capco and Shaftesbury confirm merger talks

British landlord, Capital & Counties has confirmed that is in talks with property group Shaftesbury about a merger estimated to be worth £3.5 billion, which will bring Covent Garden and Chinatown under a single owner. Business Day TV caught up Stanlib Property Analyst Ahmed Motara for his analysis on the…

9 May 2022 10AM 8 min

Trade Of The Week

Join Independent Analyst, Loyiso Mpeta as he shares technical analysis on the Dollar Index and JSE All Share.

9 May 2022 10AM 2 min

Animal Spirits

The South African (SA) stock market fell for only the third time in the past 18 months in April, as risk appetite soured globally. There were few places to hide on the local bourse, though coal exporter, Thungela, continued to benefit from surging global energy prices, with the stock up…

9 May 2022 4AM 27 min

The Week In Perspective

A day after celebrating the Federal Reserve’s signal that it wouldn’t be making any big moves, traders woke up on Thursday deciding that the central bank will struggle to fight high inflation amid the lingering threat of a recession. In a sharp about-face, investors sold stocks, bonds and cryptocurrencies on…

6 May 2022 4AM 25 min

Oil prices rise on supply concerns

Oil prices have continued to rise on supply concerns, with the European Union revealing plans for new sanctions against Russia. Business Day TV spoke to David Elmes from the Warwick Business School for further insight.

5 May 2022 9AM 7 min

Aspen's Gqeberha vaccination plant faces closure

Aspen Pharmacare may have to shut its Gqeberha vaccination plant, which is meant to supply vaccines to the broader continent, due to a lack of vaccine orders. Business Day TV spoke to Stavros Nicolaou, Senior Executive on Strategic Trade at Aspen for more detail.

5 May 2022 8AM 6 min

Equites boosted by resilient markets in SA and the UK

Equites Property Fund has described its annual performance as ‘exceptional’. The firm’s reported a near 8% rise in net asset value per share and has upped its annual distribution per share by 5.2%, as it managed to retain tenants by keeping its vacancy rates low. Business Day TV caught up…

4 May 2022 10AM 7 min

Rand recovers from near 5-month low

The rand has recovered from a near five-month low, as investors await the Fed’s policy announcement. Business Day TV discussed the moves playing out in the currency scene with TreasuryOne’s Andre Cilliers.

4 May 2022 10AM 6 min

May the 4th be with you - Investment case for Disney

It has been 10-years since Disney acquired Lucasfilm, the studio that produces Star Wars and the Star Wars franchise remains a force to be reckoned with, as the brand is estimated to be worth $68 billion. Business Day TV spoke to Investment Analyst at Anchor Capital, Henry Biddlecombe for more…

4 May 2022 9AM 7 min

Serious intervention needed to fix capital markets

South Africa’s capital markets are in a state of existential crisis. Yes, there is a global trend towards fewer listed companies with the rise of private markets but in South Africa the delisting deluge is acute. 25 companies delisted from the JSE in 2021, with just seven new listings in…

4 May 2022 4AM 27 min

CMH delivers profit jump

Combined Motor Holdings has delivered a strong annual performance. The vehicle dealership owner’s revenue grew 30% during the period and its headline earnings per share more than doubled, supported by cost cutting measures. Business Day TV unpacked the company's results with CEO Jebb McIntosh.

3 May 2022 11AM 6 min

Global private equity market remains strong in 2022

Global private equity inflows have shown no sign of decelerating. Last year firms accumulated $737 billion in investor capital and analysts expect this trend to continue in 2022. Business Day TV caught up with RMB Venture's Co-Head, Andrew Aitken and discussed whether the trend is also playing out in South…

3 May 2022 11AM 5 min

SA factory activity hit by KZN floods

Business activity, new sales orders and export sales in the manufacturing sector are under pressure as a result of the floods in KwaZulu-Natal. The impact is reflected in the Absa’s PMI data for April, which shows a decline to 50.7 points from 60 points previously - a level last seen…

3 May 2022 11AM 7 min