[TOP STORY] Tencent Q2 results ‘not a train smash’
Loading player...
Schalk Louw from PSG Old Oak still believes Tencent is a company struggling at great multiples. Its revenue decline now seems under control.
Other recent episodes
[TOP STORY] The complex forces driving 2026’s financial markets
Reza Hendrickse from PPS Investments says one ‘would think that this is a good time to be holding more EMs than maybe you have been holding in the last couple of years'.
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…
[TOP STORY] Stagflation looms – with debt an extra wrinkle
Professor Adrian Saville from Gibs draws parallels between today and the 1970s, when oil prices surged tenfold and inflation reached 25% in some countries.
Pet food: A resilient and premium market
Petri Redelinghuys of Herenya Capital Advisors on whether gold remains the safe-haven play amid inflation and market uncertainty. Prof Adrian Saville of Gibs (Gordon Institute of Business Sciences)on rising stagflation fears as inflation picks up and growth stalls. Arno Abeln of Agrimark on the resilience of pet food demand and…
[TOP STORY] Pre-marital financial conversations for couples – beyond the wedding budget
BDO Wealth’s Shaun Chennells highlights that money is a leading cause of divorce, making premarital financial counselling just as essential as relationship counselling for couples building a life together.