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Top News In Independent Analyst Today - Breaking & Trending Today

Market Leader: What will lead the market and take it to fresh highs in the near term? Anand Tandon answers

“The domestic consumer space is muted on the rural side, doing quite well on the urban and especially higher on the luxury segment. That is where the positioning will be for any portfolio, by and large, domestic focused, especially on the higher end of the consumption curve. The current positions are very overweight in terms of defence, railways and government infrastructure. ” ....

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SA's poultry crisis set to worsen

SA's poultry crisis set to worsen
cnbcafrica.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from cnbcafrica.com Daily Mail and Mail on Sunday newspapers.

South Africa , Roy Mutooni , Anthony Clark , Portfolio Manager , Sanlam Investments , Independent Analyst ,

two-wheeler stocks: Anand Tandon would avoid two-wheelers altogether. Here's why

"Real estate is a requirement for most people and therefore there is a long term demand for it. Now that said obviously it is a highly cyclical industry and like any other asset as prices go up suddenly people discover that you know they are losing out and they suddenly jump in and buy the stuff. In places like Bangalore and even Gurgaon, for the longest time there was hardly any demand and now prices have started to move up as there is not enough supply in the market." ....

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Opinion: Western Support Must Evolve to Ensure Ukraine Keeps the Advantage

Russia still has cards to play and Western support for Ukraine must adapt and toughen up to changing realities. Long range weapons are just the start. ....

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Joshua Gibson

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Vancouver Island University , Joshua Gibson , Independent Analyst ,