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

Despite stock jump Richemont still isn’t pricey

Loading player...

Alex Duys from Umthombo Wealth discusses Richemont’s strong update, which drove the stock to all-time highs, and PPC’s new R3 billion cement plant in the Western Cape. Simon Fillmore of Independent Securities shares his market outlook for 2025 and adjacent AI ideas. Simon shares his thoughts on fees – the good and the bad.

17 Jan 2025 12AM English South Africa Business News · Business

Other recent episodes

[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

Gold Fields has a Ghanaian headache

Analysis of improving business debt conditions in SA, and whether economic data still matters in today’s markets.

26 Aug 1AM 20 min

[TOP STORY] What really drives returns on the JSE?

‘I think genuine diversification really comes from holding different sources of return, not simply focusing on sector labels’ – Chetan Ramlall, portfolio manager, STANLIB Asset Management.

25 Aug 2AM 7 min

All episodes