Woolies and Shoprite tackling food inflation brilliantly

Loading player...
EA Capital's Kea Nonyana on the Woolies update, rand strength and the higher oil price. David Rees from Schroders talks the global goods sector, as we’re seeing some signs of recovery that should bode well for EMs and commodities. Despite prevailing pessimism, South African equities are currently priced for worst-case scenarios. Sean Neethling from Morningstar Investment Management SA takes a look.
31 Jul 2023 12AM English South Africa Business News · Business

Other recent episodes

US GDP takes a sharp tumble

US growth disappoints while inflation refuses to play along – Matete Thulare breaks down weak GDP and sticky PCE data still sitting well above target. Janina Slawski unpacks the December 2025 Manager Watch™️ Survey, with multi-managers steadily gaining ground in a shifting investment landscape. And Simon weighs in on the…
10 Apr 1AM 19 min

Don’t expect a lower oil price any time soon

Oil holding firm – but no rush back to $60? Kea Nonyana from PrimeXBT unpacks the outlook, and whether markets simply grind higher from here. Purple Group CEO Charles Savage on results: operational leverage is kicking in as the business sharpens its client conversion strategy. And Sean Coleman, CEO of…
9 Apr 1AM 21 min