What to expect as US earnings season kicks off

Loading player...
Nick Kunze of Sanlam Private Wealth weighs in on markets seeming unconcerned as Trump ups tariff rates again, Richemont's update, and on US banks Q2 earnings.
BankservAfrica's Israel Skosana shares insights on local payment tech and how we stack up against the world.
And, Crue Invest's Sherry Tapfuma on staying invested regardless of market conditions.
14 Jul 2025 1AM English South Africa Business News · Business

Other recent episodes

Beyond big tech: Where the opportunities are now

Kea Nonyana from PrimeXBT asks whether there’s still an energy trade in a world awash with oil, and shares where he’s finding value in the US beyond the tech giants. Craig Stewart from Altron Digital Business unpacks the employee experience of workplace technology, and why there’s often a gap between…
8 Jul 1AM 20 min

Clicks at decade-low valuation: Buy or beware?

Independent analyst Jimmy Moyaha unpacks Clicks, now trading on a PE roughly half its decade-long average. Is this a rare value opportunity, or are investors witnessing a changing of the guard? Eric Levenstein of Werksmans Attorneys discusses the business rescues of Murray & Roberts and Group Five, and what their…
7 Jul 1AM 20 min

Investing in Japan: The good and the bad

Nick Kunze from Sanlam Private Wealth unpacks Hudaco's results in a tough trading environment and whether Japan's weak yen, rising yields and stronger markets are creating opportunity. Ian Anderson from Merchant West Investments reviews first-half Reit performance and the appeal of Italian property deals. Chris Fraenkel, Wealth Manager at Private…
6 Jul 1AM 20 min