Andrew Vintcent - Depressed JSE stocks’ ‘new normal’ is only a temporary trough

Loading player...
One of SA's best-performing fund managers is adamant that South African shares are discounting the worst but will rebound strongly, just like in every previous cycle. Andrew Vintcent of ClucasGray, whose returns in the past three years have been double those of the market, is confident that the worst is already behind JSE-listed stocks. In this interview with BizNews editor Alec Hogg, he argues the perfect storm of bad news is already starting to brighten, especially for small and medium-cap stocks. This assessment aligns with what we heard from Piet Viljoen earlier this week.
13 Oct 2023 2PM English South Africa Investing · Business News

Other recent episodes

The NdB Sunday Show | What Cyril knew before the Mkhwanazi presser…

In this edition of the NdB Sunday Show, Chris Steyn and independent intelligence analyst Jasmine Opperman talk about testimony at the Madlanga Commission of Inquiry that - six days before whistleblowing General Nhlanhla Mkhwanazi called his bombshell press conference - President Cyril Ramaphosa had a verbal intelligence briefing in which…
15 Nov 7AM 34 min

BN Edge | Piet le Roux: ICASA, Starlink and the true cost of BEE

To sell internet access in South Africa, you first have to show ICASA the race of your shareholders. Sakeliga has now taken the regulator to the Pretoria High Court, but, oddly, not to scrap the 30% black-ownership rule. Chief executive Piet le Roux told Alec Hogg why he chose the…
13 Nov 6AM 28 min