OMBA’s stockpicker Sean Ashton on Wall Street’s Top Ten - and investing’s big themes

Loading player...
OMBA's Sean Ashton, a stock-picker of some repute who was formerly with Anchor Capital, is back on BizNews after a break of almost a decade. In this interview, he reminds us the ten stocks which have delivered all of Wall Street's 2023 performance have still not recovered from 2022's losses. It provides some valuable thoughts on US interest rates - the critical variable for all investment markets - and the growing role of geopolitics in all of our wealth-creation strategies. He spoke to Alec Hogg of BizNews.
20 Oct 2023 10AM English South Africa Investing · Business News

Other recent episodes

BNC#8; John Endres Q&A - Jobs, politics and the investment freeze no one wants to admit

South Africa’s future hinges on one simple truth: jobs come from growth, and growth comes from political choices. This sharp discussion unpacks how policy, ideology, and global alignment are choking investment and costing livelihoods. Inside the ANC, paralysis, fear, and patronage block reform - despite clear evidence of what works…
10 Apr 9AM 32 min

Roy Tilley: The municipal "Rates Randage Monster" strangling South Africa's property owners

Durban businessman Roy Tilley says a deeply flawed municipal rates formula is pushing property owners and small businesses toward a financial breaking point. In this interview, the Queensmead industrial property owner explains why he believes ever-rising rates are becoming impossible to absorb, hurting tenants, jobs and investment, and argues that…
10 Apr 9AM 20 min