Moneyweb Radio MoneywebNOW

Excellent Richemont results boost share price

Loading player...
Mia Kriegler from Kruger International talks Richemont's strong update. Is the stock worth holding, or is one of its offshore competitors a better bet?
Harris Gorre from GrovePoint Investment Management on their JSE-listed AMC that invests in US private credit and offers strong US$ yields.
Simon's thoughts on finding and profiting from megatrends such as the uranium bull market and AI.
19 Jan 2024 12AM English South Africa Business News · Business

Other recent episodes

China needs an AI boost to attract investors

China is lagging its global peers more than at any point in 25 years. PSG Old Oak’s Schalk Louw explains why. Coface’s Aroni Chaudhuri on the global outlook, the Iran conflict, and what it means for local GDP growth and inflation. Simon asks: Are Meta and xAI selling data centre…
10 Jul 1AM 22 min

Sun International: A bargain in plain sight?

Tourism continues to recover, but where's the investment opportunity? Faheema Adia from Momentum unpacks the latest tourism data, the outlook for local leisure stocks, and what Hyprop's accelerated bookbuild means for investors. Short sellers have been increasing their bets against South African retailers. Casey Sprake from AG Capital explains what's…
9 Jul 1AM 20 min
All episodes