Shorter: Analysis of Shoprite and Sea Harvest results and what's driving SA's improved GDP numbers?
Mia Kriegler from Kruger International unpacks Shoprite’s stellar results as it continues to gain market share while diesel costs hurt at +R100m a month.
Sea Harvest’s Felix Ratheb on results as catch rates and costs hurt, but global demand for fish as a protein remains robust. Chris Harmse from Sequoia Capital Managers on the stronger-than-expected second quarter GDP data. What’s driving the improvement and can it last?Chris Harmse: Sequoia Capital Managers
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