Podcast Episodes
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[TOP STORY] Emerging markets: The new safe havens?
'Many emerging markets really do look like the adults in the room when you're comparing them to some of the developed markets out there, ironically,'…
3 months, 1 week ago
Rates have only just started rising – retailers are already struggling
Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem’s latest results – revenue growth, but little else to cheer – and Spar’s shock update that sen…
3 months, 1 week ago
[TOP STORY] Crypto on the move: Latest SA regulations
Bitexen CEO Mark Diuga clarifies the intent of the Draft Capital Flow Management Regulations on cryptocurrency.
3 months, 1 week ago
Strong results push Lewis yield over 10%
Schalk Louw from PSG Old Oak breaks down strong results from Lewis and Life Healthcare – and why the market still sold the stocks off. Mark Diuga, CE…
3 months, 1 week ago
[TOP STORY] Expert insights on SA’s revised merger regulations
‘One would hope through this process that one can in that way enhance dealmaking and enhance growth of the economy’ – Ahmore Burger-Smidt, Werksmans …
3 months, 1 week ago
Beaten-down tech offering value
Petri Redelinghuys of Herenya Capital Advisors weighs in on the Mag 7 as the basket trades at all-time highs: buy, sell or hold? Vishal Rama from Pre…
3 months, 1 week ago
[TOP STORY] Eastern Europe's remarkable 20-year property investment success
'Real estate is a place where you start off with a large fortune and you end up with a small one. I think the opposite holds true for Eastern Europe …
3 months, 2 weeks ago
Pepkor fintech is booming
Zimele Mbanjwa from FNB Wealth and Investments unpacks Pepkor’s latest results, where fintech delivered strong momentum while clothing sales were mor…
3 months, 2 weeks ago
[TOP STORY] African fintech: From USSD to smartphone apps and beyond
'Skilled [fintech banking] opportunities are essentially finding exit routes via African capital markets, and that's a trend which is happening … and…
3 months, 2 weeks ago
Pick n Pay: Still a long way to go
Faheema Adia from Momentum Securities unpacks Pick n Pay’s results as the turnaround continues and supermarket revenue comes under pressure. Absa CIB…
3 months, 2 weeks ago