Moneyweb Radio MoneywebNOW

What’s making EM equities the preferred global investment?

Loading player...
Nick Kunze of Sanlam Private Wealth discusses Barloworld's trading update and details of a potential buyout offer. Petri Redelinghuys from Herenya Capital Advisors shares his technical targets for the gold price. Michael Kruger from Morningstar Investment Management SA evaluates whether South African bonds still offer good value following their recent rally.
18 Nov 2024 12AM English South Africa Business News · Business

Other recent episodes

PGM supply deficit not over

Implats delivered a strong set of numbers – so why did the market still look unimpressed? Matete Thulare from Investec unpacks the results and explains why the bank expects all PGMs to move into supply deficits in 2026. Then Alex Tsepaev from B2PRIME Group joins us on gold: the “safe…
6 Mar 12AM 18 min

Markets are shrugging off war concerns

Kea Nonyana from PrimeXBT unpacks Woolworths’s latest results – is the fashion segment finally turning the corner? And after the recent war-driven market selloff, has he been buying the dip or staying on the sidelines? Cashbuild CEO Werner de Jager joins to discuss results that delivered margin expansion despite price…
5 Mar 12AM 19 min

Shoprite confident Sixty60 growth story is far from over

After a modest Monday, Tuesday delivered intense selling. Petri Redelinghuys from Herenya Capital Advisors joins us to unpack the volatility – and how he’s positioning portfolios in a market that’s quick to punish complacency. Shoprite CEO Pieter Engelbrecht on results that defied food deflation, while Sixty60 continues to boom. The…
4 Mar 12AM 20 min
All episodes