'We’re cautious on commodities into 2024'

Loading player...
Reko Nare from Anchor Capital on where he sees value in the local market heading into 2024.
Momentum Metropolitan's Tshego Bokaba talks Januworry … with five weekends in December and an early salary for many, how do we avoid it?
Alex Forsyth-Thompson from Float on the growth and risks with the Buy Now Pay Later model.
13 Dec 2023 12AM 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