Market punishing results that are only ‘decent’

18 hours ago 1

We unpack deal flow as MTN sets its sights on Telkom and BHP circles Anglo American after its PGM exit, alongside a closer look at Treasury and the Reserve Bank’s stance on inflation.

You can also listen to this podcast on iono.fm here.

Schalk Louw from PSG Old Oak on deal flow: MTN is eyeing another move on Telkom, and BHP is circling Anglo American again now that it is PGM-free. Zain Wilson from Old Mutual Investment Group on Treasury, the Sarb and inflation targeting. Simon on what the yield curve is really telling us.

Guests on today’s show:
Schalk Louw: PSG Old Oak
Zain Wilson: Old Mutual Investment Group

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