Moneyweb Radio MoneywebNOW

Euro defence stocks offer value in the new world order

Loading player...
Kea Nonyana from Scope Prime unpacks where he’s spotting value in the markets – and how much longer he thinks the rand can hold its strength. Dino Zuccollo of Westbrooke Alternative Asset Management on why high-net-worth investors are ditching traditional assets in favour of alternatives. Tumi Loate from 36ONE Asset Management talks investing and managing risk in a world of real-time breaking news.
3 Jul 2025 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