Andrew Vintcent - Depressed JSE stocks’ ‘new normal’ is only a temporary trough

Loading player...
One of SA's best-performing fund managers is adamant that South African shares are discounting the worst but will rebound strongly, just like in every previous cycle. Andrew Vintcent of ClucasGray, whose returns in the past three years have been double those of the market, is confident that the worst is already behind JSE-listed stocks. In this interview with BizNews editor Alec Hogg, he argues the perfect storm of bad news is already starting to brighten, especially for small and medium-cap stocks. This assessment aligns with what we heard from Piet Viljoen earlier this week.
13 Oct 2023 11AM English South Africa Investing · Business News

Other recent episodes

BizNews Edge: Stranger than fiction - Jooste's consigliere meets ET-type end

Today's BizNews Edge covers three stories that cut to the heart of South African business and politics. John Steenhuisen has broken publicly with the DA, naming Geordin Hill-Lewis and Tony Leon in allegations that threaten serious damage to the party just months before the 2026 municipals. Prosus, once a byword…
29 Jun 5AM 24 min

Criminalising corporate silence with Wendy Addison

South Africa's first high-profile whistleblower Wendy Addison is done talking shop. She's raised a criminal docket against a corporation and its directors for silencing two financial industry whistleblowers — and she thinks it could be a watershed moment. Can personal criminal accountability finally give whistleblower protection real teeth?
29 Jun 3AM 23 min

BN Daybreak: Strait of Hormuz showdown as US and Iran head back to Doha

Vessels are still threading the Strait of Hormuz, but a Bloomberg analyst calls it Schrodinger's Strait: you never know if it's open until you try to get through. With traffic down to a fraction of normal and ships taking hits, owners are weighing whether the world's most vital oil route…
28 Jun 9PM 15 min