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This week MoneywebNOW looked at what s behind the SVB collapse and Credit Suisse s potential default, local bank results and outlook, Transaction Capital s share price plunge, private equity as an asset class and avoiding investment bias.
Markets watcher Lonwabo Maqubela on Stadio results. Aluwani Capital Partners’ Patrick Mathidi on whether there s any hope for Transaction Capital’s share price and 10X on how bad the SVB crisis can get.
‘We like the business model. We like the quality of the business, but it is the valuation that is a problem. It is very, very expensive for us’: Patrick Mathidi of Aluwani Capital Partners.
Trading Analyst Patrick Mathidi says the Special Investigating Unit's (SIU) probe into Telkom's maladministration is a positive sign that the government is willing to tackle corruption.