Opportunity in home builders as economy turns?

Loading player...
Chantal Marx from FNB Wealth and Investments on contrasting updates from Balwin and strong-performing Calgro M3. Are there opportunities in these stocks?
Kingsley Williams, CIO of Satrix, discusses market opportunities in India, local sectors, and tech.
Wayne Abramson, CEO of ATM Solutions, on the impact of cash on consumer behaviour and the South African economy.
7 Oct 2024 10PM English South Africa Business News · Business

Other recent episodes

FirstRand deserves highest rating of the big four

Independent analyst Carmen Mpelwane unpacks FirstRand and Discovery results – one the market loved, the other it hated. Hylton Kallner, CEO of Discovery Bank, on six months of profitability and where growth goes next. Simon’s take: when an investment soars – buy more, hold, or sell?
11 Sep 10PM 18 min

Oracle surges +30% on cloud demand

Rand Swiss’s Viv Govender on what’s behind Oracle’s share price surge. Marriot’s Lourens Coetzee on why investors shouldn’t let relative performance be their guiding star. Old Mutual Wealth’s Sean Ashton on big tech’s outsized role in returns – and how to manage that concentration.
10 Sep 10PM 20 min