Simon’s weekly wrap: Markets, motors and monetary moves

Impact investing is the idea that even while investing for profit, one can still do good. I chatted with Zeyn Ismail from STANLIB about how they’re managing this locally and the potential size of the market. Using energy as one example, we’re talking hundreds of billions and the impact here is real as it would deliver cleaner and cheaper power for the country.

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

Local passenger vehicle sales have been rising all year with August showing the highest numbers since 2019. I spoke with Motus CEO Ockert Janse van Rensburg about their recent results and the vehicle sales trend. He points out that people are shopping down, in many cases for Chinese vehicles, and they’re holding onto their vehicles for longer.

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

The Monetary Policy Committee (MPC) surprised markets and upset National Treasury when they announced they’d be anchoring inflation at the 3% level. I spoke with Zain Wilson Strategist Old Mutual Investment Group about how they need to get onto the same page, but also the real-world impact of a lower target. It sounds great but it is not a silver bullet to save our economy.

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

I chatted with the outgoing KAP CEO Gary Chaplin on results. Conditions are tough and the results reflected this. But they’ve got two large projects that have come online and are operating ahead of schedule. With a decent looking balance sheet, they are well placed for the years ahead with increased revenues and profits.

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