Podcast Episodes
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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…
1 month, 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 …
1 month, 1 week 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…
1 month, 1 week 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…
1 month, 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…
1 month, 2 weeks ago
[TOP STORY] How wealth managers help investors avoid costly mistakes
'It's not about when there will be a recession or a downturn; it's how we respond, react, and behave when it does happen' – Mark MacSymon, Private Cl…
1 month, 2 weeks ago
Luxury weathers the uncertainty
Independent analyst Jimmy Moyaha unpacks the latest Richemont results – are consumers still splurging on luxury, and does Moody’s slight upgrade sign…
1 month, 2 weeks ago
‘Affordability crisis’ replaces load shedding crisis
Andrew Middleton, CEO of Go Solar, reflects on the dramatic.
1 month, 2 weeks ago
Mega IPOs: Don’t go chasing
Schalk Louw of PSG Old Oak unpacks Southern Sun’s results as the G20 boost lifts earnings. We also look at the coming wave of mega IPOs – with SpaceX…
1 month, 2 weeks ago
[TOP STORY] How UCT students manage investment passion with academic life
Risi Mkhabela, Corporate Relations Director, UCT Investment Society, explains the group’s diverse structures, including the competitive Trading Club,…
1 month, 2 weeks ago