Podcast Episodes
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China needs an AI boost to attract investors
China is lagging its global peers more than at any point in 25 years. PSG Old Oak’s Schalk Louw explains why. Coface’s Aroni Chaudhuri on the global …
5 hours ago
[TOP STORY] What’s driving the surge in short selling on the JSE?
‘Spar is the clearest example of where market concerns are actually firmly grounded in observable fundamentals': AG Capital’s Casey Sprake.
1 day, 3 hours ago
Sun International: A bargain in plain sight?
Tourism continues to recover, but where's the investment opportunity? Faheema Adia from Momentum unpacks the latest tourism data, the outlook for loc…
1 day, 5 hours ago
[TOP STORY] Ignoring tech issues costs financial services industry millions every year
‘We found that technology friction is effectively a hidden productivity tax that never really shows up on any dashboard' – Altron Digital Business MD…
2 days, 3 hours ago
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 …
2 days, 5 hours ago
[TOP STORY] Inside South Africa’s most remarkable corporate turnarounds
'If you leave the process too late, there's going to be nothing left to rescue' – Eric Levenstein, director and head of the Insolvency and Business R…
3 days, 3 hours ago
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 i…
3 days, 5 hours ago
[TOP STORY] SA Reits have outperformed equities and bonds year to date
Ian Anderson of Merchant West Investments discusses the sector’s 4.2% return in June alone, Delta Property Fund’s 50% surge and Hyprop and Vukile exp…
4 days, 3 hours ago
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 stronge…
4 days, 5 hours ago
[TOP STORY] Gold, US politics and oil shocks: Decoding the gold market’s next moves
'I would really point all of your listeners to our recent central bank survey; it's a master class in being able to see what everybody's thinking’ – …
1 week ago