This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

26 Feb - Are we heading into a commodity supercycle?

Loading player...

Nesan Nair of Sasfin Securities on resource stocks continuing their run. Nico Muller, Implats CEO, unpacks the company's record dividend and expansion plans. Martin Freeman, Orbvest CEO, talks investing offshore post the budget speech.

26 Feb 2021 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Investment strategies, AI and human governance

The more capable machines become, the more valuable humans become, posits David Crosoer of PPS Investments.

28 Aug 2AM 8 min

Rand rides the tailwinds higher

Analysis of what a stronger rand means for SA, the economy and investors. Plus, where the investment opportunities lie beyond the AI hype cycle and why humans still need to remain in charge.

28 Aug 1AM 20 min

[TOP STORY] Younger buyers not skimping on car insurance

Naked Insurance co-founder Sumarie Greybe looks at how affordability and greater options are reshaping motorists’ choices.

27 Aug 2AM 5 min

Nvidia circular deals cloud exceptional results

Analysis of Nvidia’s latest results and what the numbers signal for the AI boom. We also look at how affordability and younger buyers are changing the choices South African motorists make.

27 Aug 1AM 19 min

[TOP STORY] Does economic data matter at all in the current market?

Jameel Ahmad from GTCFX notes: ‘This is the first year I’ve known where headlines have driven the market’.

26 Aug 2AM 5 min

All episodes