Local banks attractive at current levels

Loading player...
Schalk Louw from PSG Old Oak talks Standard Bank's results … what did the market think? And then a look at the investment case for banks as we head into the rest of 2024.
Michael Dodd from Morningstar South Africa offers insights on the significant changes to local indices.
Simon notes that consensus in the US now leans towards three rate cuts, down from the initial projection of six earlier in the year. What will be the impact on our rates and markets globally?
14 Mar 2024 9PM English South Africa Business News · Business

Other recent episodes

SpaceX enters Nasdaq 100 today

Nick Kunze from Sanlam Private Wealth unpacks this week’s fuel price cuts and why South African consumers still have little reason to celebrate. We also discuss South Korea’s market volatility despite surging global chip demand. Horacia Naidoo-McCarthy from Allan Gray explains how uncertainty often drives poor investor behaviour – and…
28 Jun 10PM 20 min

Bye bye Mag 7 ... Mangos are driving markets now

Schalk Louw from PSG Old Oak unpacks Hyprop's strong update and why value stocks and emerging markets are outperforming this year, while the Mag 7 trade near their lowest valuations for 2026. Sanlam Corporate's John Anderson discusses the findings of the 45th Sanlam Benchmark Survey, exploring how South Africans are…
25 Jun 10PM 19 min

[TOP STORY] Real take-home pay at a two-year low

‘I think we're going to see more of that sort of luxury spending still under pressure in the second half of the year and more of a focus on the essential spending’ – Independent economist Elize Kruger.
24 Jun 11PM 4 min