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Relebogile Mabotja speaks to Keletsi Lehlokoe who is a Client Fund Manager at STANLIB Asset Management about the role of advisers in the institutional investment ecosystem 702 Afternoons with Relebogile Mabotja is broadcast live on Johannesburg based talk radio station 702 every weekday afternoon. Relebogile brings a lighter touch to some of the issues of the day as well as a mix of lifestyle topics and a peak into the worlds of entertainment and leisure. Thank you for listening to a 702 Afternoons with Relebogile Mabotja podcast. Listen live on Primedia+ weekdays from 13:00 to 15:00 (SA Time) to Afternoons with Relebogile Mabotja broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/2qKsEfu or find all the catch-up podcasts here https://buff.ly/DTykncj Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Kevin Lings, Chief Economist at Stanlib, about the latest fuel price adjustment and what it means for inflation, interest rates and the broader economy. While diesel prices are set to decline sharply, motorists will face a steep increase in petrol prices as geopolitical tensions and higher global oil prices feed through to the pumps. In other interviews, Prof Steven Boykey Sidley Professor of Practice at JBS, University of Johannesburg and columnist at Daily Maverick talks about the Gauteng High Court’s groundbreaking ruling that classifies Bitcoin as both money and capital under South Africa’s exchange control regime. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Kevin Lings, Chief Economist at Stanlib, about the latest fuel price adjustment and what it means for inflation, interest rates and the broader economy. While diesel prices are set to decline sharply, motorists will face a steep increase in petrol prices as geopolitical tensions and higher global oil prices feed through to the pumps. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Clarence Ford speaks with Kevin Lings, Chief Economist at STANLIB to help us make sense of what it all means for households, businesses and the broader economy. Views and News with Clarence Ford is the mid-morning show on CapeTalk. This 3-hour long programme shares and reflects a broad array of perspectives. It is inspirational, passionate and positive. Host Clarence Ford’s gentle curiosity and dapper demeanour leave listeners feeling motivated and empowered. Known for his love of jazz and golf, Clarrie covers a range of themes including relationships, heritage and philosophy. Popular segments include Barbs’ Wire at 9:30am (Mon-Thurs) and The Naked Scientist at 9:30 on Fridays. Thank you for listening to a podcast from Views & News with Clarence Ford Listen live on Primedia+ weekdays between 09:00 and 12:00 (SA Time) to Views and News with Clarence Ford broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/erjiQj2 or find all the catch-up podcasts here https://buff.ly/BdpaXRn Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.
STANLIB's Rademeyer Vermaak believes an investor's key insight in trying times should be ‘to focus not so much on what is changing, but on what stays the same'.
Relebogile Mabotja speaks to Trevino Ramsamy who is the Deputy Head of Institutional Distribution at STANLIB Asset Management about growing, protecting and building wealth during unpredictable economic times. 702 Afternoons with Relebogile Mabotja is broadcast live on Johannesburg based talk radio station 702 every weekday afternoon. Relebogile brings a lighter touch to some of the issues of the day as well as a mix of lifestyle topics and a peak into the worlds of entertainment and leisure. Thank you for listening to a 702 Afternoons with Relebogile Mabotja podcast. Listen live on Primedia+ weekdays from 13:00 to 15:00 (SA Time) to Afternoons with Relebogile Mabotja broadcast on 702 https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/2qKsEfu or find all the catch-up podcasts here https://buff.ly/DTykncj Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Kevin Lings, Chief Economist at STANLIB, about the sharp fuel price increases taking effect this week and what they could mean for inflation, food prices and already strained household budgets. In other interviews, Amanda Cromhout, founder and CEO of Truth, a specialist loyalty, CRM and customer strategy consultancy talks about whether fuel loyalty points systems are helping consumers stretch their budgets, offering small but meaningful savings on every litre and turning everyday fuel spend into rewards that ease the pressure of rising prices. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Kevin Lings, Chief Economist at STANLIB, about the sharp fuel price increases taking effect this week and what they could mean for inflation, food prices, and already-strained household budgets. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 to 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.
Head of Fixed Income Private Markets Johan Marnewick explains the fund's structure, focusing on investing in operational renewable energy assets to deliver immediate returns, while supporting South Africa's energy transition.
Sylvester Kobo from STANLIB argues debt stabilisation and a widening primary surplus strengthen the case for investment-grade status within three years.
Guest: Kevin Lings, Stanlib chief economist Duma Gqubule, economist Bongani Bingwa speaks with Kevin Lings and Duma Gqubule as the economists unpack taxes, debt, and economic growth, weighing in on what this year’s Budget really means for South Africa’s economy and households. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team bring you all you need to know to start your day Thank you for listening to a podcast from 702 Breakfast with Bongani Bingwa Listen live on Primedia+ weekdays from 06:00 and 09:00 (SA Time) to Breakfast with Bongani Bingwa broadcast on 702: https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/36edSLV or find all the catch-up podcasts here https://buff.ly/zEcM35T Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio7See omnystudio.com/listener for privacy information.
Kobus Nell, portefeuljebestuurder by Stanlib, deel sy mening oor Glencore en Rio Tinto wat nie oor 'n samesmelting kon ooreenkom nie, en wat só 'n samestelling vir die bedryf kon beteken het. Volg RSG Geldsake op Twitter
Stephen Grootes speaks to Kevin Lings, Stanlib chief economist about the IMF’s upgraded growth outlook for South Africa, the impact of reduced load shedding, and why the country still needs faster reforms to unlock jobs and per‑capita growth. In other interviews, Sonja Carten, spokesperson for the Motor Industry Staff Association (Misa), discusses the union’s legal challenge against Motus, the fairness of proposed salary and benefit cuts of up to 30%, and efforts to protect workers’ jobs and conditions, while Gideon Jansen van Rensburg, CEO of Motus’s SA Retail division, addresses the looming legal showdown with employees and the company’s struggle to keep pace with fast-growing Chinese vehicle brands. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 See omnystudio.com/listener for privacy information.
Kobus Nell, portefeuljebestuurder by Stanlib, gesels oor Rio Tinto se planne om Glencore oor te neem. Volg RSG Geldsake op Twitter
Independent analyst Jimmy Moyaha unpacks Prosus's swing to positive cash flow. Invicta CEO Steven Joffe on a cleaner balance sheet and how mining activity is lifting capital-equipment demand. STANLIB's Peter van der Ross on markets taking flight even as global economies lose momentum.
Ndivhuho Netshitenzhe from STANLIB expounds on inflation – its measurement, impact, global implications and how it affects South Africans and the economy.
Kevin Lings, Chief Economist at Stanlib, unpacks South Africa's potential exit from the Financial Action Task Force grey list. He outlines the substantial progress made, the economic impact of being greylisted, and a new twist involving corruption revelations that could delay removal. The discussion highlights implications for foreign investment, international reputation, and future economic growth.
Stanlib chief economist Kevin Lings tells BizNews why Johannesburg's collapse is stifling growth, how Helen Zille's mayoral run could change the city's fortunes, and why South Africans are raiding retirement savings to splurge on clothes and shoes. With inflation steady at 3% but long-term savings under threat, Lings warns the two-pot system is becoming embedded in the economy - a short-term sugar rush with dangerous long-term costs
In his weekly chat with Bronwyn Nielsen, Stanlib chief economist Kevin Lings unpacks US inflation and the Federal Reserve's looming rate cut decision amid rising political pressure from Trump. He also highlights South Africa's widening trade deficit, fragile 1% growth outlook, and the unsustainable retail boost driven by pension withdrawals—warning that without major investment in infrastructure, SA's economy will keep “treading water.”
Stanlib's chief economist Kevin Lings warns that South Africa has run out of options: ballooning government debt, crippled SOEs, and shaky politics mean the state can no longer drive growth. The only path left? Public-private partnerships to unlock business confidence, leverage strong corporate balance sheets, and revive infrastructure. With retail spending up, inflation low, and markets flying, Lings says the spark is there — but without urgent reform, the flame won't catch
Independent analyst Jimmy Moyaha on Bidvest results, market reaction, and strong local vehicle sales hitting their highest August level since 2019. RCL Foods CFO Rob Field on results from the reshaped business, with all segments performing well despite tough conditions. STANLIB's Zeyn Ismail on driving impact through private markets.
‘It's just a good diversifying asset class that gives you tangible benefits for your communities' – Zeyn Ismail from STANLIB.
Chief Commercial Officer Pieter Hugo weighs in on active and passive strategies coexisting – and how to make the most of offshore opportunities.
Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev's latest results as the brewer squeezes margins. STANLIB's Pieter Hugo weighs in on active and passive strategies coexisting – and how to make the most of offshore opportunities. Simon shares his thoughts on the Sarb's push to shift the inflation target to 3%, even as talks with Treasury continue.
STANLIB's Chetan Ramlall envisages job-displacement, a reimagining of jobs where new types of roles will come to the fore.
Kea Nonyana from Scope Prime says Monday's oil price movement points to a global glut, which could spell trouble for Sasol. Capital Appreciation CEO Brad Sacks attributes their strong results to significant growth in payment volumes. STANLIB's Chetan Ramlall on using AI and machine learning in the investment process.
Analyst Jimmy Moyaha unpacks Vukile Property Fund's results and the added strain oil poses to already fragile global growth. Prescient's Hannah de Nobrega weighs in on inflation targeting — is now a good time for a rethink, and what would that mean? STANLIB's Sylvester Kobo shares insights on where the rand and local bonds are headed in the second half of 2025.
STANLIB's Sylvester Kobo points out that SA ‘won't default. We'll always just print money, if it gets to that, to pay down our debt.'
In this incisive interview, Kevin Lings, Chief Economist at Stanlib, unpacks South Africa's fiscal crossroads, political uncertainty, and the looming VAT hike. He critiques the Government of National Unity's instability, the ANC's policy missteps, and missed opportunities for economic reform. Lings calls for urgent, credible growth strategies to restore investor confidence and tackle unemployment and inequality. With sharp insights into fiscal discipline, cabinet inefficiencies, and foreign investor sentiment, he highlights the critical need for coherent policy action. A sobering yet constructive reflection on South Africa's economic trajectory—and what it will take to turn it around.
'Die wêreld se kapitaalmarkte het begin vertroue verloor in Amerika': Kobus Nell, portefeuljebestuurder, Stanlib. Volg RSG Geldsake op Twitter
Nick Kunze from Sanlam Private Wealth unpacks strong US bank earnings – impressive, but are they just history? The real focus is the US 10-year and the uncertainty ahead. STANLIB's Rademeyer Vermaak weighs in on the biggest drivers likely to shape the local equity market this year. Investec Business Banking's Dylan Govender on the 90-day tariff pause – is it enough breathing room for businesses to plan ahead?
Stanlib's Rademeyer Vermaak explains his company's data-driven approach to risk management in uncertain times.
Kieran Witthuhn from Anchor unpacks the hefty Remgro discount to net asset value. Master Drilling CFO Andre van Deventer discusses strong results and a robust pipeline of new projects, while STANLIB's Eulali Gouws talks navigating money market funds amid falling interest rates.
Stanlib's Eulali Gouws explains the intricacies and implications of the coming Jibar/Zaronia switchover.
Kevin Lings, hoofekonoom van Stanlib, bespreek sy berekening oor Suid-Afrika se korporatiewe kontantreserwes. Volg RSG Geldsake op Twitter
Stephen Grootes speaks with Kevin Lings, Chief Economist at Stanlib, about South African corporates hoarding a record R1.4 trillion in cash amid economic uncertainty—could this reserve spark growth? The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.
In this BizNews Briefing: South Africa's budget takes center stage as Wayne Duvenage, CEO of OUTA, and Kevin Lings, Chief economist at Stanlib, share their expectations ahead of Finance Minister Enoch Godongwana's address. Meanwhile, global markets react as US President Trump calls for crypto as a strategic reserve, and Bitcoin hovers around $80,000. Plus, Ukraine and US representatives meet in Saudi Arabia for peace talks.
‘You need to widen your net around diversification and find other things to help drive returns, and to help diversify your portfolio more appropriately' – Marius Oberholzer from STANLIB.
Kea Nonyana from Scope Prime discusses Sasol's results amid ongoing tough trading conditions. STANLIB's Marius Oberholzer explains how to build a multi-asset portfolio while staying within limits. Carmen Nel from Terebinth Capital explores why cash isn't always king and the opportunity cost of holding too much.
To unpack the rationale behind the proposed VAT hike and why the Treasury ruled out other options, John Maytham speaks to Kevin Lings, Chief Economist at Stanlib. See omnystudio.com/listener for privacy information.
Odwa Magwentshu from Momentum unpacks updates from Kumba Iron Ore, Anglo Platinum and DRD. Derrick Msibi, CEO of STANLIB, discusses the changing face of managing money and whether we can get off the grey list this year. Simon offers his thoughts on managing your portfolio in the era of Trump volatility.
Schalk Louw from PSG Old Oak breaks down the highs and lows of the first month of 2025. STANLIB's Johan Marnewick explores the ripple effects of the US pulling out of the Paris Agreement. Simon reflects on the experience of being a tourist in your own town or country.
Stanlib's Johan Marnewick asks whether attempts at energy reform are perhaps in vain, and notes that investing in these technologies has been ‘an enormously profitable enterprise'.
Stephen Grootes speaks to Professor Jan Havenga, Logistics Professor at Stellenbosch University and Director of Gain Group, about the introduction of SA-built locomotives aimed at reducing reliance on Chinese spares for coal transportation. In other interviews, Chetan Ramlall, STANLIB's Head of Quantitative Research, talks about the potential impact of a Trump administration on tech investments, leveraging Chetan's expertise in asset and portfolio management. See omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Chetan Ramlall, STANLIB's Head of Quantitative Research, about the potential impact of a Trump administration on tech investments, leveraging Chetan's expertise in asset and portfolio management.See omnystudio.com/listener for privacy information.
The SA Reit sector remained the top-performing asset class in 2024. We take another look at the performance of JSE-listed property stocks, and expectations for 2025 … This time with the fund manager and head of property at Stanlib. Podcast series on Moneyweb
If China doesn't have any growth ‘that really will impact our exporters, especially our commodity exporters, in terms of their being able to sell stuff into China' – Ndivhuho Netshitenzhe from Stanlib.
Chantal Marx from FNB Wealth & Investments discusses Famous Brands's modest revenue growth, emphasising their focus on cost control. STANLIB's Ndivhuho Netshitenzhe highlights key economic challenges China is facing. Meanwhile, Debra Slabber from Morningstar SA shares a fresh perspective on South African equities.
Viv Govender from Rand Swiss discusses Old Mutual's move to launch another bank in the market. Tarryn Sankar from Stanlib explains the local credit market and its role within an investment portfolio. Simon explores why "cash is king" and suggests free-cash-flow per share as a key metric to measure it.
Tarryn Sanker from Stanlib explains that – unlike government debt, which is deemed to be risk-free – ‘these credit instruments present investors with a level of credit risk, as obligations to pay interest and/or repay principal may not be met'.