This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Reinet discount attractive for investors

Loading player...

Nick Kunze from Sanlam Private Wealth discusses Reinet's NAV update, highlighting its significant trading discount, and comments on the sell-off following Foschini's trading update. Rory Kutisker-Jacobson of Allan Gray explains sentiment swings and why they are trimming exposure to SA Inc stocks.

27 Jan 2025 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Reserve Bank should ‘bite the bullet’ on rates

Chris Harmse of Sequoia Capital unpacks December inflation at 3.6% and an average CPI of 3.2% for 2025, the lowest in more than a decade, and what it signals for next week’s interest-rate call.

22 Jan 1AM 4 min

Sasol's strong long-term potential

Petri Redelinghuys from Herenya Capital Advisors revisits Sasol – one of his 2025 picks – after a volatile year, and asks whether it still earns a place in his portfolio. Chris Harmse of Sequoia Capital unpacks December inflation at 3.6% and an average CPI of 3.2% for 2025, the lowest…

22 Jan 12AM 20 min

[TOP STORY] Five defining property trends for 2026

Justin Easthorpe from ooba discusses demographic shifts in SA homebuying, including more first-time, female and Generation Z buyers.

21 Jan 2AM 5 min

BHP boosts copper production as price surges

Chantal Marx from FNB Wealth and Investments unpacks the latest BHP Group production update. Zak Calisto, CEO of Karooooo, reflects on third-quarter results and whether the strong growth and cash generation can be sustained. Justin Easthorpe from ooba shares the key residential property trends he’s watching in 2026.

21 Jan 12AM 19 min

[TOP STORY] From rhetoric to reality: South Africa's economic renaissance at Davos

Kuseni Dlamini, president of the American Chamber of Commerce in SA, shares why Team SA needs delivery, not slogans, at Davos.

20 Jan 2AM 5 min

All episodes