Iran strike: The risks that outlast the missiles

Loading player...
Nick Kunze from Sanlam Private Wealth unpacks Vukile’s aggressive push into Spain and what oil and global markets are signalling amid attacks on Iran.
Professor Adrian Saville from GIBS weighs in as Trump steps into another conflict, even as efforts to end the Ukraine and Gaza wars stall.
John Morris of Bank of America SA breaks down their latest fund managers survey for 2026 – investors are bullish, but on which sectors? And what are the expectations for prime rates and the rand?
2 Mar 12AM English South Africa Business News · Business

Other recent episodes

Disney and Ferrari results: Any more value?

Kieran Witthuhn of Anchor Capital weighs in on Disney and Ferrari's latest results, the market response, and if he’s seeing value? Futuregrowth Asset Management's Wafeeqah Lagerdien on local vehicle sales and the debt market. Plus, Damon Sivitilli of Vantage Debt Management on young South Africans becoming the fastest-growing debt grouping.
7 May 1AM 19 min

Aspen improving, but not out of the woods

Kea Nonyana of PrimeXBT discusses AB InBev's Q1 numbers that saw beer volumes higher, plus insights on Aspen starting production of insulin at its sterile facility in Gqeberha. Marriott CIO Duggan Matthews weighs in on how they’re using AI in their investment process. And, Stonehage Fleming Investment Management SA's CIO…
6 May 1AM 20 min

Consumer stocks still require caution

Another fuel price surge for May is piling pressure on consumers. We speak to Gary Booysen from Rand Swiss about the impact on discretionary spending. Reza Hendrickse from PPS Investments unpacks how they positioned portfolios as war in Iran broke out, the market reaction they expected, and their current view…
5 May 1AM 19 min