Moneyweb Radio MoneywebNOW

There’s still value in large-cap US tech

Loading player...
Chantal Marx from FNB Wealth & Investments unpacks the latest trading updates from Pick n Pay and Boxer, while John Reade from the World Gold Council explores a record-breaking year for gold demand driven by aggressive central bank buying in Q4. Plus, Peregrine Capital's David Fraser looks ahead to the upcoming year, examining the risks and opportunities as global market valuations remain high.
5 Feb 2025 12AM 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
All episodes