Bradfield: Case for Telkom, Blue Label and tailwind for JSE via rotation to EM
Sharenet’s Dylan Bradfield sees a tailwind for the JSE with money flowing towards Emerging Markets – including South Africa.
Sharenet’s Dylan Bradfield sees a tailwind for the JSE with money flowing towards Emerging Markets – including South Africa.
In this week’s edition of Rational Radio, SA’s favourite market commentator David Shapiro wades into the investment market controversies surrounding Discovery, Sasol, Blue Label and Aspen.
In this monthly update Alec Hogg explains why we’ve dropped Brait and Glencore, and replaced them with FirstRand, and an extra handful of Naspers shares.
The Biznews SA Champions portfolio, which was launched in January this year, has a very specific mandate. We believe in South Africa’s people and here’s the October update.
The approach with the Biznews SA Champions portfolio is to buy into JSE-listed companies which are investing heavily in the global arena.
The Biznews SA Champions portfolio comprises of eight companies founded locally but making waves overseas.
The media is in a tizz over the possible suspension of South Africa’s social security agency SASSA’s payments to 10m welfare grant recipients.
Alec Hogg looks at the Intrinsic value of a stock, and applies his calculations to a couple of South African equities.
Mark Pamensky was appointed to the Eskom board three months after joining the board of Gupta-owned Oakbay Resources and Energy, Eskom revealed.
If the ANC is serious about investigating “State Capture”, there are few better places to start than understanding why such radical changes were made to the Eskom directorate.