BusinessDayTV

Merchant West portfolio manager on Tencent: "monetization from 1.4 billion users"

9 arguments: Why Anglo needs the Teck merger to finish its copper re-rating, what has to happen at Prosus before the discount narrows, and the 40% gap…

17 hrs ago • The Scuttlebutt

Apartment sales at 8.2% yields retire debt above 8.5% — SA Corporate's CEO

5 takeaways: Which parts of the portfolio carried the half, why he thinks above-inflation growth continues, and the 39% of assets he has recycled in…

17 hrs ago • The Scuttlebutt

L7 Prime: South Africa's Reserve Bank will have to raise rates next week

6 takeaways: Why he reads the oil pullback as temporary relief, what Japan's 30-year-high rate signals about the medium term, and the safe-haven asset…

17 hrs ago • The Scuttlebutt

Clicks has gone from 25 times earnings to 13 in 12 months — Nedbank Private Wealth

6 calls: Why Japan's 30-year-high rate reads as an inflation signal, the 4% of global oil the Houthis took offline, and what he thinks is priced into SA…

17 hrs ago • The Scuttlebutt

"Let's have a phone that turns into a tablet": Business Day's tech writer on foldables

3 insights: Why Samsung says premium demand is growing while overall smartphone sales fall, the 2% of global sales foldables have managed so far, and…

17 hrs ago • The Scuttlebutt

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