Simons

Current results are all about the impact of load shedding and I spoke with Spear Reit CEO Quintin Rossi on how it is managing. He points out that you can only do so much with renewable energy, but Spear is fortunate to only have buildings…

Copper demand is only going to be increasing in the decades ahead as it is a critical part of green energy. I spoke with Jan Nelson from soon-to-be-listed Cooper 360 about the increasing demand and its mining operations which already…

The investment case for China is proving contentious. Last week Kyle Wales of Flagship Asset management advised caution. Then this week Kea Nonyana (who correctly said energy would be a big play in 2022) said he likes China for 2023 and…

You can also listen to this podcast on iono.fm here. I chatted with Jonathan Brummer from RisCura about benchmarks and the importance of selecting the right one. He commented that CPI+ and peer-based benchmarks are not very useful. Rather,…

I had a great chat with Nosibusiso Ngqondoyi from Old Mutual Multi-Managers about the local hedge fund industry. It is surprisingly small, at just under R90 billion of assets under management, but importantly the industry has a great track…

Schalk Louw of PSG Wealth Old Oak has a warning for those looking at tech stock charts and thinking the massive sell-off means great opportunities. He warns that the earnings part of their price-to-earnings ratios is still under pressure,…

With interest rates rising, and still more increases to come, many people are struggling with their bond payments and considering selling their properties. However Grant Smee, MD at Only Realty, says ‘not so fast’ and offers a few…

I chatted with Sifiso Nkosi, stokvels and group savings head at FNB Cash Investments, about the evolution of one of the biggest savings schemes in South Africa – stokvels. They’re evolving beyond just the old school burial or savings clubs…

I chatted with Sameer Singh, a research analyst at Old Mutual Wealth Private Client Securities, about Mondi. It has sold its Russian operations and, while this was an important part of its business, it still has strong cash-generating…

I chatted with independent analyst Kea Nonyana about healthcare stocks locally and global. Some like Aspen are off 50% since the highs of 2021 and I wanted to know if there was any value in the stock. I also asked for his preferred local…