This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Focus on near cash-flow generation – Fairtree

Loading player...

Independent analyst Carmen Mpelwane discusses Remgro's results as earnings plunge.
OUTsurance CEO Marthinus Visser shares insights on the short-term insurance sector as it adjusts to changing risks from climate change.
Fairtree Group CEO Kobus Nel on what it takes to be the country’s top fund manager and managing local volatility.

20 Mar 2024 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Purple Group enjoys six-month surge

CEO Charles Savage looks back over ‘operational leverage’, client growth and market resilience. ‘Each R1 spent now delivers R11 in revenue’.

9 Apr 2AM 7 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

[TOP STORY] Investing through the Iran conflict market volatility

Momentum Head of Asset Allocation Herman van Papendorp expects ‘earnings growth momentum might be slightly slower than pre-Iran, but it's still going to be there, still going to be significant’.

8 Apr 3AM 8 min

Do director dealings matter?

Chantal Marx from FNB Wealth & Investments unpacks directors’ dealings and whether investors should place much weight on insider buying or selling. Herman van Papendorp from Momentum asks whether the case for EM equities over DM still holds as the Iranian war rattles markets. And Robert Gwerengwe, CEO of Wesbank,…

8 Apr 1AM 21 min

[TOP STORY] Tailoring unrest insurance to industry risks in SA

Themba Sibiya from Sasria explains that the Wrap Cover change to highlight for clients is that the rates are now based on occupancy and the industry a client falls into.

7 Apr 2AM 6 min

All episodes