Moneyweb Radio MoneywebNOW

Woolies on top with best valuation among peers

Loading player...
Faheema Adia from Momentum Securities on what to expect from the upcoming food retailer updates. Shoprite has been flying, is it her preferred food retailer and is there still value? Simon Fillmore of Independent Securities talks US inflation, rates, GDP and what matters most for investors in 2023. Simon offers his thoughts on China’s move away from zero-Covid and the associated investment implications.
12 Jan 2023 11PM English South Africa Business News · Business

Other recent episodes

Bytes Technology sells off on strong results

A look at the sharp sell-off in Bytes Technology shares following its results and acquisition of CyberOne, and whether South Africa’s auditing profession is ready for the future.
14 Oct 1AM 23 min

Boxer coming for Shoprite's retail crown

Alyssa Viljoen from Merchant West Investments unpacks Boxer's strong cash conversion and new CEO. Izak Odendaal of Old Mutual Wealth looks at why global bond turmoil is putting local bonds in focus ahead of the MTBPS. Plus, Duma Mxenge from Satrix explains the all-important effective annual cost and why investors…
13 Oct 1AM 21 min

JSE at yearly lows: Time to buy or brace?

The Top 40 records its lowest weekly close of the year. Buying opportunity or cause for concern? Nick Kuze from Sanlam Private Wealth weighs in, and US earnings season kicks off with the banks. PwC's Vuyiswa Khutlang unpacks the state of SA's mining sector, while Liberty's Zandile Makhoba discusses research…
12 Oct 1AM 21 min
All episodes