Euro defence stocks offer value in the new world order

Loading player...
Kea Nonyana from Scope Prime unpacks where he’s spotting value in the markets – and how much longer he thinks the rand can hold its strength. Dino Zuccollo of Westbrooke Alternative Asset Management on why high-net-worth investors are ditching traditional assets in favour of alternatives. Tumi Loate from 36ONE Asset Management talks investing and managing risk in a world of real-time breaking news.
3 Jul 1AM English South Africa Business News · Business

Other recent episodes

Mr Price selloff: Bargain or red flag?

Gary Booysen from Rand Swiss on Mr Price’s European leap – and why the market can’t stand it – plus the Fed’s surprising return to QE. André de Wet, CEO of Flood, on the rise of the super-app as South Africa’s e-commerce market accelerates.
12 Dec 12AM 19 min

Empowering South Africa’s “missing middle”

The R4 billion Property Impact Fund will invest in essential social infrastructure, including affordable housing, student accommodation, rural and township retail, education, and healthcare. Kamogelo Leeuw, portfolio manager at Sanlam Investments, explains.
10 Nov 7AM 5 min

Anchor’s picks for 2026

Sean Culverwell from Anchor highlights their top stock picks for 2026 – one standout on the JSE and another offshore. Brendan de Jongh at PMX unpacks why forecasting keeps tripping up investors, and what they should be prioritising instead. Victor Germeshuizen from Absa CIB breaks down Bidvest’s record-setting Euro bond…
11 Dec 12AM 20 min