PGMs miners: Is this the start of the bull run?

Loading player...
Independent analyst Carmen Mpelwane talks PGMs as they move higher and the stocks boom. Was Neal Froneman right? Have we seen a bottom? Which would be the preferred stock?
Victor Mupunga Old Mutual Wealth on economic cycles and how to manage a portfolio in this inexact science.
FNB's Daniel dos Passos talks ETFs and how being passive is still active.
10 Apr 2024 1AM English South Africa Business News · Business

Other recent episodes

Gold Fields cost increases a concern

Matete Thulare of Investec weighs in on the update from Gold Fields – production up, but so are costs – should investors be concerned? Sappi CEO Steve Binnie on half-year results that saw write-down and tough trading conditions. Plus, Simon's thoughts on recent hyperscalers results that saw Remaining Performance Obligations…
8 May 1AM 19 min

Disney and Ferrari results: Any more value?

Kieran Witthuhn of Anchor Capital weighs in on Disney and Ferrari's latest results, the market response, and if he’s seeing value? Futuregrowth Asset Management's Wafeeqah Lagerdien on local vehicle sales and the debt market. Plus, Damon Sivitilli of Vantage Debt Management on young South Africans becoming the fastest-growing debt grouping.
7 May 1AM 19 min