Moneyweb Radio MoneywebNOW

China housing crisis hurts Richemont

Loading player...
Independent analyst Jimmy Moyaha discusses Richemont's update, noting it as solid yet not spectacular, raising questions about pressure on the wealthy.
Bruce Williamson of Integral Asset Management examines chrome demand and identifies the best-positioned PGM miner.
Hannah de Nobrega of Prescient Investment Management anticipates the MPC rate announcement on Thursday.
17 Jul 2024 12AM English South Africa Business News · Business

Other recent episodes

One year of Trump, and markets are on a high

Kea Nonyana from PrimeXBT on Trump’s first year of his second term, with global markets trading near all-time highs – are investors underpricing the risks? Kuseni Dlamini, president of the American Chamber of Commerce in SA, on why Team SA needs delivery, not slogans, at Davos. Risenga Maluleke, Statistician-General, unpacks…
20 Jan 12AM 20 min

Central Bank buying puts floor on gold price

Nick Kunze of Sanlam Private Wealth unpacks Trump’s latest tariff salvo and why investors disliked Richemont’s update. Keith McLachlan from Element Investment Managers explains how AI hyperscalers are shifting from asset-light models to heavy capital spending. Absa CIB’s Craig Brewer on the gold price finding a floor, and why copper…
19 Jan 12AM 22 min
All episodes