Tag:

Recession

Sponsored

Is the world hitting the brakes?

Andre Botha of TreasuryONE and George Glynos of ETM Analytics present their case for why 2023 has a high chance of being a recessionary year.

Consumer and Retail

Defensive stocks? Be careful.

People talk about "defensive stocks" as though they can withstand anything. When it comes to retailers and margin mix, I'm afraid that just isn't true. Ask Walmart shareholders.

Sponsored

TreasuryONE webinar: Recession, depression, inflation, the petrol price and the rand

Last week's TreasuryONE webinar offered deep insights into the macroeconomic volatility and drivers of the rand. Don't miss the YouTube recording!

Consumer and Retail

SABC News interview: patience in a bear market

In an SABC News interview, I discussed recession risks, the importance of share buybacks in this environment and whether I am buying or selling at the moment.

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