Moneyweb Radio MoneywebNOW

The key forces driving PGM prices

Loading player...
Lonwabo Maqubela of Perpetua Investment Managers unpacks the rally in PGMs since mid-2025 and asks whether fundamentals are finally driving prices higher. James Bennett, global equity analyst at Anchor, on why it’s sometimes prudent to admit uncertainty – particularly when weighing up whether AI enthusiasm is innovation or a bubble. Atelisha Harilal from STADIO on what today’s students really expect from tertiary institutions, beyond glossy prospectuses.
29 Jan 12AM English South Africa Business News · Business

Other recent episodes

Pick n Pay’s turnaround stuck in the queue

Zimele Mbanjwa from FNB Wealth and Investments unpacks Pick n Pay’s weak update and asks whether the problem is the sector or the stock. Lané Klopper from NIQ South Africa on how consumers are rewriting the rules for FMCG in 2026. Josh Kotlowitz from Future Forex explains why investing offshore…
11 Feb 12AM 20 min

Commodity miners’ earnings surge already priced in

Jimmy Moyaha, independent analyst, unpacks booming profits at Northam Platinum and DRDGold as higher metal prices feed through to the bottom line. Sarah Nicholson from JustMoney talks love and money ahead of Valentine’s Day. PJ Veldhuizen, MD at Gillan & Veldhuizen Inc, on the surge in SME M&A activity and…
10 Feb 12AM 19 min
All episodes