Podcasts about nesan nair

Nesan Nair from Sasfin on Life Healthcare results and the updates from both Tsogo Gaming and Hotels. Old Mutual Corporate's Blessing Utete unpacks the proposed two pot pension scheme.

Nesan Nair from Sasfin Securities chose Firstrand as his stock pick of the day

Nesan Nair from Sasfin Securities joins Business Day TV for a broader look at the day's market movers.

Asian shares and U.S. stock futures slipped in early trade this morning, as Amazon and Apple quarterly earnings bucked a recent strong trend and growth and inflation fears continued to weigh. Investors, particularly in bond and currency markets, are also worried about varied responses by central banks worldwide to rising inflation. At least Mineral resources & energy minister Gwede Mantashe announced 25 new renewable energy projects that will deliver wind and solar energy at record low prices for SA. So the question must be asked, if it's cheap now, and it can be brought on stream much, much quicker than new coal, gas or nuclear, why don't we revisit the IRP and raise procurement allocations of RE urgently? To put things into perspective Michael Avery is joined by Nesan Nair, senior portfolio manager at Sasfin; Raymond Parsons, professor in the School of Business and Governance at Northwest University and Isaah Mhlanga, Chief Economist at Alex Forbes

Stephen van Coller making progress at EOH and the platinum all abuzz – Nesan Nair from Sasfin Securities.

Nesan Nair from Sasfin Securities joins Business Day TV for a broader look at the day's market movers.

Nesan Nair from Sasfin Securities chose Bank Preference shares as his stock pick of the day

From a huge leak of documents showing how countries are trying to change a crucial scientific report on how to tackle climate change. The leak reveals Saudi Arabia, Japan and Australia are among countries asking the UN to play down the need to move rapidly away from fossil fuels. It also shows some wealthy nations are questioning paying more to poorer states to move to greener technologies. This ""lobbying"" raises questions for the COP26 climate summit in November. Especially in light of the concern raised by the Presidential Climate Commission in conditionalities attached to concessional funding following the meeting with the climate envoys recently. To put things into perspective Michael Avery is joined by Nesan Nair, senior portfolio manager at Sasfin; Raymond Parsons, professor in the School of Business and Governance at Northwest University & Richard Calland, associate professor in public law at the University of Cape Town and a founding partner of the Paternoster Group.

Tackling your questions in this episode of Stock Watch is Nesan Nair from Sasfin Securities and Independent Analyst, Ashraf Mohamed

Three major global problems have dominated headlines and weighed on markets. First, supply-chain snarls are straining everything from USPS delivery to Grape Nuts availability. Second, a chip shortage is slowing production of GM trucks, gaming consoles, and lots more. Third, a surge in ransomware cyberattacks has disrupted a large variety of organizations, including beef suppliers and big governments. Meanwhile, the IMF lowered its forecast for 2021 global economic growth this week but raised South Africa's outlook. To put things into perspective Michael Avery is joined by Nesan Nair, senior portfolio manager at Sasfin; Raymond Parsons, professor in the School of Business and Governance at Northwest University; Isaah Mhlanga, Chief Economist at Alexander Forbes

Sasfin's Nesan Nair talks Long4Life and PSG results and the Coronation update. Kokkie Kooyman of Denker Capital on bank stocks as Capitec is the last of the big five to release results.

Three major global problems have dominated headlines and weighed on markets. First, supply-chain snarls are straining everything from USPS delivery to Grape Nuts availability. Second, a chip shortage is slowing production of GM trucks, gaming consoles, and lots more. Third, a surge in ransomware cyberattacks has disrupted a large variety of organizations, including beef suppliers and big governments. Meanwhile, the IMF lowered its forecast for 2021 global economic growth this week but raised South Africa's outlook. To put things into perspective Michael Avery is joined by Nesan Nair, senior portfolio manager at Sasfin; Raymond Parsons, professor in the School of Business and Governance at Northwest University; Isaah Mhlanga, Chief Economist at Alexander Forbes

Nesan Nair from Sasfin Securities chose Bank Preference Shares as his stock pick of the day

"This week energy chickens have come home to roost as the trade-offs of transitioning to a greener economy were laid bare in the way various energy markets reacted. It's nearly half a century since the Organisation of the Petroleum Exporting Countries imposed an oil embargo on America, turning a modest inflation problem into a protracted bout of soaring prices and economic misery. But the stagflation of the 1970s is back on economists' minds today, as they confront strengthening inflation and disappointing economic activity. The voices warning of unsettling echoes with the past are influential ones, including Larry Summers and Kenneth Rogoff of Harvard University and Mohamed El-Erian of Cambridge University and previously of PIMCO, a bond-fund manager. To put things into perspective Michael Avery is joined by Nesan Nair, senior portfolio manager at Sasfin Securities; Raymond Parsons, professor in the School of Business and Governance at Northwest University & Dr Miriam Altman, Director of Altman Advisory, Professor of 4IR Practice at the University of Johannesburg"

Nesan Nair from Sasfin Securities joins Business Day TV for a broader look at the day's market movers

Nesan Nair from Sasfin Securities chose Thungela Resources as his stock pick of the day

Tackling your questions in this episode of Stock Watch is Nesan Nair from Sasfin Securities and Ricus Reeders from PSG Wealth Sandton

Ricus Reeders from PSG Wealth Sandton chose Barloworld​ as his stock pick of the day and Nesan Nair from Sasfin Securities chose Thungela Resources

Sasfin's Nesan Nair talks the Sun International trading update and the re-opening of the local tourism sector. Maarten Ackerman of Citadel on the latest unemployment data as it hits 34.4%. It is completely structural, how do we fix this? Jane Shoemake of Janus Henderson unpacks the rebound in global dividends.

Sasfin's Nesan Nair unpacks Nedbank's results and the AdvTech trading update. Tracey Davies of Just Share talks the recent UN climate report, are companies doing enough? Dr Gizelle Willows from Nudging Financial Behaviour on how the past influences the future and how we can avoid the bad parts.

Nesan Nair of Sasfin on Telkom's CEO appointment and trading update. Sean Sanders of Revix on changes coming to Ethereum. Barry Louzada, MD of Mettlestate, on the rise of gaming.

Sasfin's Nesan Nair talks Amplats's giant dividend and the Tiger Brands tinned food recall. Liberty Two Degrees's interims: strong in retail as office still struggles. Kea Nonyana of ThinkMarkets on Tesla results and this week's Federal Open Market Committee meeting

Drikus Combrinck from Capicraft chose Farmland Partner Pref Shares as his stock pick of the day and Nesan Nair from Sasfin Securities chose Anglo American. Combrinck said: "We've positioned ourselves in some floating rate corporate jets in the us, so when rates do go up you get more yield. The fixed yields are absolutely too low and one that we've picked up is called Farmland Partners. It's the preference share and farmland partners is yielding about 6% percent at the moment." Nair said: "I'm going to be a little bit more conventional and a little bit more traditional. I agree with the view on the Anglo-American play and I think Anglo American with that R200 dividend from Amplats and now you're R70 dividend from Kumba, Anglo American is going to be sitting with tons and tons of cash, not quite sure how they are going to deploy it but right now I think Anglo American is looking very cheap at current spot metal prices." ​

Nesan Nair from Sasfin Securities considers the good and bad news out from the three respected South African companies.

Nesan Nair of Sasfin Securities on local markets' strong day. Keith McLachlan from Integral Asset Management on why it's important to know how execs earn their bonuses. Chris Rule of CoreShares on offshore-listed property bouncing back strongly.

Nesan Nair from Sasfin Securities chose US Dollar as his stock pick of the day. "I'm going with the US dollar, I think the rand is set to weaken even further it starting to test the R15 levels as this violence continues and with authorities not having an adequate response you'd want to make sure that you are firmly rand hedged at this stage"

Sasfin's Nesan Nair takes a look at the latest market movements. AnBro Capital's Craig Antonie talks Amazon as Jeff Bezos steps down 27 years after founding the hugely successful business. Kevin Brady, A2X CEO on best order execution and ETFs being cheaper on A2X.

Meryl Pick from Old Mutual Investments chose Sibanye Stillwater as her pick of the day and Nesan Nair from Sasfin Securities chose Bidvest. Pick said: "The PGM stocks have all pulled back over the last quarter, and one that I find intriguing is Sibanye Stillwater. I've been quite critical in the past of the Stillwater deal and they've proved me completely wrong. Maybe the rest of the market is very skeptical and hence it's lagged but if you look on spot PGM and gold prices, it's sitting at a 29 free cash flow yield for the next set of financials. And you get a good mix of commodities and optionality." Nair said: "I'm going with Bidvest,​ I think it's been flying under the radar for quite a long time now. I do see a South Africa post covid-19 and I think the big industrials, particularly Bidvest are very well geared up because of the amount of cash that they have on their balance sheet to take advantage of the opportunities that are inevitably going to come their way."

Zwelakhe Mnguni from Benguela Global Fund Managers and Nesan Nair from Sasfin Securities both chose Sanlam as their stock pick of the day. Mnguni said: "I'm going to with Sanlam, I think it has recovered nicely from a bad patch. They've been extremely prudent with their provisioning and historically and they don't need to put any additional provisions in place in terms of Covid-19. They put on in place and that was it, and this is symbolic of how the business has been run historically." Nair said: "My pick is also Sanlam for a lot of the reasons that Zwelakhe mentioned and in addition they recently did the purchase of Saham in the rest of Africa and I think that was quite a fortuitous deal."

Sasfin's Nesan Nair unpacks MultiChoice's financials and takes a look at the BetKing deal. Adam Gottlich of Standard Bank on how science can make you rich. Wikus Furstenburg from Future Growth as US inflation comes in at 5%, the highest level in over a decade.

Nesan Nair, portfolio managers at Sasfin Securities & Henry Biddlecomb, Anchor Capital Classic1027 on Twitter #ClassicBusiness · Classic1027 on Facebook #ClassicBusiness

Nesan Nair, portfolio managers at Sasfin Securities & Henry Biddlecomb, Anchor Capital

Nesan Nair, portfolio managers at Sasfin Securities Classic1027 on Twitter #ClassicBusiness · Classic1027 on Facebook #ClassicBusiness

Nesan Nair, portfolio managers at Sasfin Securities

Sasfin's Nesan Nair takes a look at the latest market movements. Simon Fillmore from Independent Securities on why China can't be ignored as an investment destination. Futurist Jonathan Cherry on the importance of businesses being able to adapt for the future

Nesan Nair from Sasfin Securities chose Naspers as his stock pick of the day. "I'm going for Naspers, I think the share has been heavily sold off, I think post this corporate action you can expect to see a big recovery in that share price, so it's one to watch."

Nesan Nair from Sasfin Securities unpacks the latest results from Coronation and Reinet. A look at Spar results with CEO Brett Botten. Satrix's Nico Katzke talks style investing.

‘I'd still be buying British American Tobacco rather than Reunert’, says Nesan Nair from Sasfin.

Nesan Nair from Sasfin Securities chose Naspers as his stock pick of the day. "I'm going to go with Naspers, it is sitting below 3 000 today and remember this was all the way up to 3800. Although I don't think there's much of a social benefit to this deal with Prosus, I think there's an economic benefit for people holding Naspers shares so, I'm looking for this to to recover in the short-term medium term."

Nesan Nair portfolio managers at Sasfin Securities

Nesan Nair from Sasfin Securities on markets as banks have another good day. Kaap Agri CEO Sean Walsh on strong six month results. Karooooo CEO Zak Calisto talks the company's first results since its Nasdaq listing.

Nesan Nair, portfolio managers at Sasfin Securities

Nesan Nair, portfolio managers at Sasfin Securities

Alex Duys from Umthombo Wealth chose Growthpoint as his stock pick of the day and Nesan Nair from Sasfin Securities chose PPC. Duys said: " Growthpoint is one of the ones that has optionality and one of those of course is selling assets, paying out debt which will mean that you could get, theoretically, a relatively lower risk investment here with a high upside." Nair said​: "I'm going with PPC, I don't think you can ignore the huge rally in the share price that we've seen and then with Cashbuild's results today as well, people are spending a lot of money on home improvement and they must be buying the cement from somewhere. So I suppose you one has to take the likes of PPC, ArcelorMittal at some point in time, as shares that are offering value."

Nesan Nair from Sasfin Securities chose Coronation as his stock pick of the day. "I'm going with Coronation, trying to buy some of these financials that have been pulled back a little bit. Hopefully we'll know whether it's the right call in the next few weeks"

Nesan Nair – Portfolio manager, Sasfin Securities

Nesan Nair, portfolio managers at Sasfin Securities & Nick Kunze, portfolio manager at Sanlam Private Wealth

PPC CEO Roland van Wijnen discusses the company's successful restructuring in the DRC and gives an operational update. Workforce Holding's CEO Ronny Katz talks results. Sasfin's Nesan Nair on a solid start for the JSE.

‘I think if you've had an underweight exposure to SA equities, you might want to rethink that’: Nesan Nair, Sasfin Securities.

Sasfin's Nesan Nair on Resilient results and more Steinhoff settlements. AdvTech CEO Roy Douglas talks strong results for schools. Danie Pretorius, Master Drilling CEO, as profits plunge under lockdown.