Episodes

  • [TOP STORY] Decentralised energy: A game-changer for the global south?

    [TOP STORY] Decentralised energy: A game-changer for the global south?
    Nov 22 2024
    ‘What we've seen in South Africa very clearly, but it's a pattern that repeats itself globally, is that actually energy production in future may not follow the centralised model, it becomes a decentralised story’: Johan Marnewick, portfolio manager, STANLIB Khanyisa suite of funds.
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    8 mins
  • The rand and rates, what’s the link?

    The rand and rates, what’s the link?
    Nov 22 2024
    Bianca Botes from Citadel Global discusses the rand and interest rates following the MPC's modest 0.25% repo rate cut. Johan Marnewick, portfolio manager of the STANLIB Khanyisa Suite of Funds, explores the role of impact investing in energy transition and climate change within developing economies. Simon shares his take on Mr Price’s results – weak growth but promising prospects ahead.
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    20 mins
  • Nvidia vs China tech: A $3.6trn giant in perspective

    Nvidia vs China tech: A $3.6trn giant in perspective
    Nov 21 2024
    ‘I think you're looking at what's been termed a once in a generation opportunity to invest in some incredible tech companies that just happen to not be listed on the Nasdaq’: Devin Shutte, The Robert Group.
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    6 mins
  • Africa’s growing appeal for investors

    Africa’s growing appeal for investors
    Nov 21 2024
    Matete Thulare from RMB shares insights on the MPC rate decision expected this afternoon. Devon Shutte from The Robert Group discusses Nvidia's market value, now more than double the size of all Chinese tech stocks combined. Jeff Gable from Absa delves into the Africa Financial Markets Index.
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    19 mins
  • [TOP STORY] Sanlam Studios' AI coach: A judgment-free financial ally

    [TOP STORY] Sanlam Studios' AI coach: A judgment-free financial ally
    Nov 20 2024
    ‘You can actually go into this coach and say, I need to write to my bank to argue for an extension on a credit issue, and it actually does a pretty good job’: Peter Castleden, CEO, Sanlam Studios.
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    7 mins
  • How will bonds react to rate cuts?

    How will bonds react to rate cuts?
    Nov 20 2024
    Faheema Adia from Momentum Securities reviews Coronation's results, the R35 billion in two-pot withdrawals, and where the funds are going.

    Hannah de Nobrega from Prescient Investment Management discusses the anticipated MPC rate cut on Thursday and its potential impact on local bonds.

    Peter Castleden, CEO of Sanlam Studios, talks about their newly launched AI coach.
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    20 mins
  • [TOP STORY] Astral closes the year strong with R2bn turnaround

    [TOP STORY] Astral closes the year strong with R2bn turnaround
    Nov 19 2024
    ‘We had about a R1.1 billion short-term overdraft and it's been paid off in 10 months’: Astral CEO, Chris Schutte.
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    7 mins
  • New CEO’s got Naspers/ Prosus looking pretty

    New CEO’s got Naspers/ Prosus looking pretty
    Nov 19 2024
    Kieran Witthuhn from Anchor discusses WeBuyCars's results and the Naspers/Prosus updates. Astral CEO Chris Schutte highlights results after paying down over R1 billion in debt. TWK CEO Andre Myburgh reports a challenging period with farmers struggling and reduced timber demand impacting industrial and mining markets.
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    21 mins