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Show Notes
Schalk Louw from PSG Old Oak weighs in on Spar after the stock shed a quarter of its value in the week following the CEO’s sudden departure. He also unpacks solid results from Spur and reflects on a market that, as we close out month two of the year, remains firmly driven by resources. Sylvester Kobo of STANLIB Asset Management assesses the state of SOE bond issuance and where the real opportunities lie in fixed income. And Simon considers the positive wealth implications of the latest budget – a notable shift after decades of little meaningful change.