Highlights: • Credit spreads are tightening—even as risk rises • What’s driving demand in a weak-growth environment • How auction dynamics and bank guidance skew pricing • Fair value vs. mark-to-market: Why it matters to investors • Intengo’s approach to building better fair value models Thanks for listening! Follow us on Linkedin.
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Highlights: • Credit spreads are tightening—even as risk rises • What’s driving demand in a weak-growth environment • How auction dynamics and bank guidance skew pricing • Fair value vs. mark-to-market: Why it matters to investors • Intengo’s approach to building better fair value models Thanks for listening! Follow us on Linkedin.
The Money Show | A balanced perspective on South Africa’s economic transition
Invest with Perspective
4 minutes
12 months ago
The Money Show | A balanced perspective on South Africa’s economic transition
For the latest market movements and key company updates, listen to Portfolio Manager Peter Brooke’s interview on The Money Show, where he unpacked the following key issues: 📈 Super Group's surge: A potential sale of their Australian unit sparks a 14% share price increase. 📊 Boxer listing: A promising new market entrant valued at R54/share, showcasing robust growth potential. 🏥 Netcare's resilience: Operating profit up by 12.6%, but higher interest rates remain a challenge. ⛏ Barlowor...
Invest with Perspective
Highlights: • Credit spreads are tightening—even as risk rises • What’s driving demand in a weak-growth environment • How auction dynamics and bank guidance skew pricing • Fair value vs. mark-to-market: Why it matters to investors • Intengo’s approach to building better fair value models Thanks for listening! Follow us on Linkedin.
