[FULL SHOW] Results from the GEPF and Emira, consumer staples as an investment pick, and an executive lifting others

Loading player...
This evening we look at the markets with Sasfin, we speak to the Government Employee
Pension Fund and Emira Property Fund on their respective financials, Allan Gray joins us to
discuss including consumer-facing companies in your investment portfolio, and in our Executive
Lounge segment we speak to Township Entrepreneurs Alliance founder Bulelani Balabala on his
career, supporting the township economy, and how he spends his downtime.
13 Nov 2024 12PM English South Africa Business · News

Other recent episodes

[FULL SHOW] EasyEquities dividends, vehicle recalls, and smelter closures

This evening, we round up the latest market movements with Sanlam Private Wealth, examine vehicle recalls with the Automobile Association of South Africa, discuss the Purple Group’s record earnings, explore portfolio rebalancing with 1nvest, look at Ferroglobe’s smelter shutdown with power and energy expert Professor Vally Padayachee, and in our…
12 Nov 12PM 55 min

Market Watcher: Nvidia resignation rattles markets

Nick Kunze of Sanlam Private Wealth unpacks the impact of Nvidia’s CEO resignation, discusses US-China tensions, AI stocks and the gold sell-off ahead of the US Federal Reserve’s interest rate announcement. Kunze further examines market expectations of a 50-basis-point interest rate hike before the end of the year. Nick Kunze…
12 Nov 12PM 8 min