Nvidia isn’t a bubble ... growth matches value.

--:--

Gary Booysen of Rand Swiss weighs in on Nvidia’s current valuation and what it means for tech-focused investors. PSG's Dirk Jooste explains why investors often overlook the potential of low-equity multi-asset funds in volatile markets. Brandon de Kock from BrandMapp, unpacks the saving and investing choices of South Africa’s consumer class.

11 Jul 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] With large-cap indices hitting records, how are the minnows faring?

‘Small-cap indices tend to be more regionally focused on the countries where they are listed’, points out Keith McLachlan from Element Investment Managers.

25 Jul 3AM 10 min

An improving Transnet boosts Kumba ... but demand still a worry

Gary Booysen from Rand Swiss unpacks the Kumba update, Transnet slowly improving but is the stock offering value? Keith McLachlan from Element Investment Managers takes a look at the small- and mid-cap space – with large-cap indices hitting records, how are the minnows faring? Simon shares his take on the…

25 Jul 1AM 21 min

[TOP STORY] Prime Kapital's strategy for MAS Plc and what it means for shareholders

CEO Martin Slabbert unravels the cash and preference share options in the PK bid, as well as the implications of the Hyprop offering.

24 Jul 2AM 5 min

June inflation signals Sarb policy error

With the Alsi up past 100k and local CPI down to 3%, Kea Nonyana from Scope Prime asks whether it's time to call this an MPC policy misstep. Duggan Matthews, CIO at Marriott, argues that in today's turbulent market, the real edge isn't in chasing value or growth – it's…

24 Jul 1AM 20 min

[TOP STORY] The wonderful world of barley and rye

Marc Pendlebury, founder of WhiskyBrother, explains ahead of The Whisky Show how production of this prized brew has swelled globally.

23 Jul 3AM 7 min

All episodes