Moneyweb Radio MoneywebNOW

Transnet strike makes now the time to buy Kumba and Thungela

Loading player...
Herenya Capital Advisors's Petri Redelinghuys on the charts for Thungela and Kumba as they both struggle with the Transnet force majeure. Where are the buying zones? Tasneem Samodien from Old Mutual talks the return to coal and if it’ll last. Marius Reitz from Luno on cryptos as Bitcoin is surprisingly less volatile than equities.
11 Oct 2022 1AM English South Africa Business News · Business

Other recent episodes

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…
5 May 1AM 19 min

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…
4 May 1AM 18 min
All episodes