Naspers and Prosus offering great value

--:--

Lonwabo Maqubela of Perpetua Investment Managers weighs in on Naspers and Prosus — are they still effective vehicles for Chinese exposure, with potential upside from a narrowing NAV discount?
Justiné Brophy, CEO of AnBro Capital Investments, introduces their new Titans ETN on the JSE — a focused portfolio of 11 top US stocks.
Andrew Amoils from New World Wealth discusses findings from their 2025 USA Wealth Report, highlighting a 78% rise in US millionaires over the past decade.

22 May 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] How geopolitics could shape – or shatter – SA’s ESG trajectory

‘What's really going to change the game for Africa is to build some of these road and infrastructure networks across the continent’ – Sanisha Packirisamy from Momentum.

20 Jun 2AM 9 min

Stadio gets a boost from flailing public sector

Kieran Witthuhn from Anchor covers Stadio's strong update and the continued pressure on the iron ore price this year. Sanisha Packirisamy from Momentum unpacks how geopolitics could shape – or shatter – South Africa’s ESG trajectory. Simon shares thoughts on oil: while the future is uncertain, a higher price remains…

20 Jun 1AM 22 min

[TOP STORY] Where the rand and local bonds are headed

STANLIB’s Sylvester Kobo points out that SA ‘won't default. We'll always just print money, if it gets to that, to pay down our debt.’

19 Jun 3AM 6 min

Why the time to revisit SA's inflation target is now

Analyst Jimmy Moyaha unpacks Vukile Property Fund's results and the added strain oil poses to already fragile global growth. Prescient’s Hannah de Nobrega weighs in on inflation targeting — is now a good time for a rethink, and what would that mean? STANLIB’s Sylvester Kobo shares insights on where the…

19 Jun 1AM 21 min

[TOP STORY] Why local retailers are turning to beauty for its higher margins

Businesses can use what they already know about their consumers and ‘drive that into their private-label, especially with unique ingredients like Rooibos, which identifies with the South African consumer’: Tasneem Samodien of Old Mutual Private Wealth.

18 Jun 2AM 6 min

All episodes