Moneyweb Radio MoneywebNOW

Local and global PMI shows supply chains back to normal

Loading player...
Carmen Mpelwane from Sanlam Investments unpacks AVI's results: how did it manage to protect margins given the tough economic environment? Miyelani Maluleke of Absa CIB discusses the March PMI numbers which slipped further but showed some positive signs. Airbnb's Velma Corcoran on the company's proposed regulation of short-term rentals and a look at host numbers and earnings in SA.
4 Apr 2023 1AM English South Africa Business News · Business

Other recent episodes

Silver: How much higher can it go?

Petri Redelinghuys of Herenya Capital Advisors unpacks silver’s sharp rally – what’s driving it, and whether investors are better off owning the metal or the miners. KPMG SA’s Frank Blackmore on the untapped potential of South Africa’s mining sector. Simon on why Donald Trump’s calls to push Jerome Powell aside…
16 Jan 12AM 20 min

Cell C needs to prove its business model

Independent analyst Jimmy Moyaha on Cell C – with the IPO a success and Allan Gray taking a meaningful stake, is there value emerging? Ian Anderson from Merchant West Investments on why 2025 could outshine 2024 for Reits – and whether the momentum can hold into 2026. Rudi Dicks, head…
15 Jan 12AM 21 min

[TOP STORY] Trump actions ironically good for SA

‘I think you have to be very careful with the US as an investment destination; other markets are becoming much more interesting’ – Herman van Papendorp, Momentum Investments Head of Asset Allocation.
14 Jan 2AM 5 min
All episodes