This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Local retail a mixed bag in 2025, but is there value?

Loading player...

Izak Odendaal from Old Mutual Wealth Investment on the inflation and interest-rate outlook for 2026 – and why SA’s long-awaited green shoots are finally starting to surface. Chantal Marx of FNB Wealth and Investments breaks down retail in 2025: clothing under strain, food flat, vehicle sales unexpectedly robust – and where the real value is hiding.

18 Dec 2025 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Is SA's consumer credit health really improving?

Jaco van Jaarsveldt of Experian explains the surprising consumer indebtedness data point.

12 Jan 2AM 7 min

Commodities looks set for another strong year

Nick Kunze of Sanlam Private Wealth weighs in on commidity market records over the holidays and into the new year. ETFsa's Mike Brown on the growth in the listed ETF, AMC and Actively Managed ETF sector in 2025. Plus, Jaco van Jaarsveldt of Experian on a surprising consumer indebtedness data…

12 Jan 12AM 21 min

Echoes of the past: Japan’s bubble, the dot-com surge and today’s risks

Dan Brocklebank from Orbis Investments, Allan Gray’s offshore partner on what the monty hall problem can teach us about markets. From the Japanese bubble in the 1990’s through the dot com bust to the AI boom of today. Lessons and expectations for investors.

9 Jan 12AM 16 min

Transnet: From excellence to crisis – and the long road back

Olga Constantatos from Futuregrowth Asset Management on Transnet’s long slide from excellence to crisis – and whether rising rail and port volumes, plus a stronger capital structure, signal a genuine turnaround.

8 Jan 12AM 15 min

Domestic outlook improves, but global threats loom large

Bastian Teichgreeber from Prescient Investment Management on SA’s improving sentiment – and why it’s happening just as global risks ramp up.

7 Jan 12AM 14 min

All episodes