South Africa's Minister of Mineral Resources and Energy Gwede Mantashe, says energy poverty can be avoided if the country increases the use of nuclear and gas in its energy mix. Business Day TV spoke to Energy Analyst Chris Yelland and Tracey Davies, Executive Director of Just Share for their thoughts on what an updated Integrated Resource Plan (IRP) should look like for the country

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What should SA’s updated Integrated Resource Plan look like?

Small cap stocks had a bumper 2021. The JSE's Small Cap Index rose by over 50% during the year, further helping the sector garner investor interest. One of the company's in focus is Trellidor, Business Day TV caught up with the company's CEO Terry Dennison, and discussed its future prospects.

The investment case for Trellidor

Conflict between Russia and Ukraine continue to escalate. France's President Emmanuel Macron is meeting with Russia's Head of State Vladimir Putin to try and calm tensions​ . Business Day TV discussed the impact these tensions have had on markets with Oanda's Craig Erlam

Unpacking tensions between Russia and Ukraine

Part One and Two of Deputy Chief Justice Raymond Zondo’s State Capture report, propose far-reaching measures to curb state lawlessness, corruption and malfeasance. In particular part II deals in detail with what Zondo calls racketeering involving key politicians and directors of Transnet and other private companies and how this relates to POCA in terms of securing successful prosecutions. Former Deputy Chief Justice Dikgang Moseneke and Constitutional Court Judge Edwin Cameron were also vindicated by the commission for their dissenting view in the controversial 2011 Glenister v President of SA judgment But it also raised several issues regarding public procurement To discuss these Michael Avery is joined by Stefaans Brümmer, experienced investigative journalist and co-founder of the amaBhungane Centre for Investigative Journalism, 12 years ago; Mzukisi Kota, Partner, Webber Wentzel & Wayne Duvenage, CEO of the Organisation Undoing Tax Abuse

State Capture Part II – What next?

What a week its been with big tech sending mixed messages as Google and Amazon beat while Meta, tesla, Paypal and Netflix all plummeted. Global equity markets slumped lower on Thursday while gold prices steadied and the dollar weakened as frightened investors digested disappointing updates from major central banks about the outlook for inflation and interest rates. The European Central Bank and the Bank of England soured investor sentiment around inflation on Thursday. Michael Avery is joined by Warwick Lucas Head of Galileo Securities; Raymond Parsons, professor in the School of Business and Governance at Northwest University & Isaah Mhlanga, Chief Economist at Alex Forbes

The Week In Perspective

OneLogix has withheld its interim dividend, citing prevailing uncertain economic circumstances. The transport and logistics group says it experienced anaemic demand for its vehicle storage facilities in the six months to end November, as computer chip shortages affected the delivery of passenger and commercial vehicles. Business Day TV analysed the performance in greater detail with CEO Ian Lourens.

OneLogix holds onto dividend as uncertain environment bites

Pepkor’s expanding into South Africa and has bought an 87% stake in Brazilian merchant Grupo Avenida. The retailer did not put a price on the acquisition but has shared that it was less than 4% of the group’s market value, or less than R3.2 billion. Business Day TV spoke to CEO Leon Lourens for more detail.

Pepkor expands into South America with Brazil acquisition

Retailers have been unevenly impacted through the pandemic and are staging an unequal recovery by the looks of things. Several big South African retailers released their Festive Season trading updates recently. While the YoY growth reported was strong, it should be kept in mind that the stricter COVID-19 restrictions in late 2020 meant that the base was relatively weak. To talk about the SA retail recovery Michael Avery is joined by Zinhle Mayekiso, Investment analyst at Anchor Capital and independent analyst as well as Business Day Columnist Chris Gilmour

Retail Recovery

Ascendis Health has no plans on delisting, despite the firm’s plans to sell three of its remaining businesses for R802 million. Business Day TV spoke to the Group CFO and Interim CEO, Cheryl-Jane Kujenga for more detail

Ascendis Health not planning to delist

Tech investors have experienced a wild ride with the Nasdaq recording a 13% decline in January, but a recovery appears to be on the cards with tech firms releasing upbeat fourth quarter earnings. Business Day TV caught up Anchor Capital's Henry Biddlecombe for his take on the performances delivered by US tech stocks.

US tech stocks start the year on a sour note

Eskom has implemented stage 2 load shedding. That's as breakdowns at the state utility's power stations have put the grid under pressure. State 2 blackouts cost South Africa about R470 million a day, according to recent calculations by Eskom.Business Day TV caught up with Jan Oberholzer, COO of Eskom for an update on the grid.

Eskom sheds light on the state of the power grid

A slew of European inflation data hit the tapes yesterday and we saw massive moves at the short end of European yield curves as investors started to price a whole 25bps in ECB rate hikes this year . It probably isn’t much consolation that the US isn’t alone in struggling with the highest inflation in 40 years. In the European Union, prices are rising faster than at any time since the euro currency was introduced. Recently Stats SA reweighted the CPI basket and its clear we are drinking more gin to cope with the current sad state of the nation. To talk about the inflation bogeyman facing consumers and policymakers around the world Michael Avery is joined by Investec Chief Economist Annabel Bishop and Mike Schussler, of economists.co.za

A dram full of gin helps the inflation go down

The local unit started the new month on a positive note and made gains on the back of a softer dollar. Business Day TV discussed these moves in detail with RMB’s Fixed Income and Currency Strategist, Varushka Singh

Rand shakes off last week's market rout

Mineral Resources and Energy Minister Gwede Mantashe has faced backlash for supporting coal mining but some analysts support his stance and say demand for coal will not be slow down anytime soon. Business Day TV spoke to Peter Major Mining Analyst at Mergence Corporate Solutions for his view on the coal sector.

The state of coal mining in South Africa

South Africa's manufacturing activity picked up pace in January. Absa's Purchasing Managers Index rose to 57.1 index points from 54.1 in the previous month. The improvement is largely due to a rebound in business activity. Business Day TV discussed the print and the outlook for the sector with Miyelani Maluleke, Senior Economist at Absa

Factory activity picks up in January

Interviews with top CEOs and leaders shaping today's news stories alongside all the latest news that is impacting the markets, business and investments around the world. A Tiso Blackstar Group Production. Keywords: money, opportunity, business plan, business ideas, business news, income, financial news, industry news and views

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