January 9, 2020
Benguela Global Macro Outlook 1Q 2020…….
The investment community is confronted with a flurry of mostly economic news and, to...
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News and Insights
November 1, 2019
Karl Gevers on Business Day TV Stock Watch Show
Joining Alishia Seckam form Business Day TV in studio to interrogate those that emerged...
October 28, 2019
Analyst responds to Sasol joint CEOs biting the dust
Sasol’s joint CEOs Bongani Nqwababa and Stephen Cornell voluntarily resigned following a review of...
October 15, 2019
What investors expect from Sasol board review
Sasol has announced that it has completed its review into cost overruns at its...
October 1, 2019
Where to find value on the Johannesburg Stock Exchange in Q4
The Johannesburg Stock Exchange has had its worst third quarter performance in 9 years...
August 13, 2019
This fund manager never invested in Steinhoff, here’s why they won’t touch it
Is the grass finally greener for Steinhoff investors? Joining CNBC Africa for more is...
July 26, 2019
As Omnia’s shareholders approve restructuring plan, here’s why Benguela…
Benguela Global Fund Managers say that Omnia’s rising debt levels and balloon working capital...
July 12, 2019
Steinhoff has posted a loss of R8.9 billion for their six month financial
Steinhoff has posted a loss of R8.9 billion for their six month financial performance...
March 18, 2019
Benguela reacts to PwC’s report on Steinhoff scandal
CNBC Africa reporter Kopano Gumbi spoke with Karl Gevers, Head of Research at Benguela...
March 13, 2019
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June 28, 2018
Steinhoff’s entire board needs to go, including Wiese – shareholder
Zwelakhe Mnguni, Chief Investment Officer at Benguela Global Fund Manager, a Shoprite investor, who...
June 28, 2018
Capitec dismisses Benguela Global Fund Managers’ report
Capitec Bank Holdings dismissed Benguela Global Fund Managers’ letter on Thursday, which had raised...