[TOP STORY] Trump, tech, and whether value stocks still offer real value

Loading player...
Andrew Williams, Schroders’ investment director for Global Value Equities, characterises China as the ‘dark destroyer’ of profit margins for developed market businesses.
10 Mar 3AM English South Africa Business News · Business

Other recent episodes

Reits are back and they’ve had another great year

Nick Kunze from Sanlam Private Wealth on Netflix’s $72 billion move for Warner Bros, Stor-Age’s book build priced above NAV, and Moody’s decision to hold SA’s rating steady. Craig Lawrence from BDO Wealth Advisers weighs in on why so many South Africans remain underprepared for retirement. Phryne Williams, Capital Assignments…
8 Dec 12AM 22 min

Telcos quietly having a great year

Schalk Louw from PSG Old Oak on Vodacom lifting its Safaricom stake and a strong year for telcos, with Cell C’s debut drawing a +15% Allan Gray stake – is there still value heading into 2026? Wesley Diphoko from Fast Company SA explores whether Africa risks becoming an AI user…
5 Dec 12AM 20 min