Are we staring down the barrel of a market correct?

Loading player...
Kea Nonyana from PrimeXBT on Blu Label’s plans to list Cell C – is this a compelling entry point, and how worried should investors be as the Goldman Sachs and Morgan Stanley CEOs flag a possible 10%-20% market correction? Viv Govender from Rand Swiss discusses the latest hyperscaler earnings and their continued data centre buildout to power AI growth. Trinisha Chanka from Ninety One as they ready two new actively managed income ETFs for listing.
6 Nov 2025 12AM English South Africa Business News · Business

Other recent episodes

From asset light to asset heavy: The hyperscaler pivot

Matete Thulare from Investec unpacks Sappi's strong results and the slightly improved trading update from Pick n Pay. Dhersan Chetty, from Foord Asset Management, looks at how SA's increasingly thrifty shopper is reshaping the retail landscape. Simon shares his thoughts on why hyperscalers are shifting from asset-light balance sheets to…
7 Aug 1AM 20 min

Why AI needs platinum

Kea Nonyana from PrimeXBT on precious metal miners as PGMs surged and gold followed, plus updates from Super Group and Sabvest. Professor Reza Daniels from Stellenbosch University on how to know when economic data is reliable. Marc Dhalluin, CEO and co-founder of TruthsetsOnline, on online ad fraud and why up…
6 Aug 1AM 20 min

[TOP STORY] Navigating the US-China AI technology split

'The risk that is emerging is a sort of geopolitical risk where access to your competitive advantage through AI could be cut off' – Dawie Scholtz, managing director and partner at Boston Consulting Group, BCG.
5 Aug 2AM 6 min