[TOP STORY] Navigating the impact of US tariffs
Loading player...
Old Mutual Wealth Investment strategist Izak Odendaal looks at the economic rollercoaster and how businesses are coping.
Other recent episodes
Virgin Active listing: Could it finally happen?
Chantal Marx from FNB Wealth & Investment unpacks the Merafe results and what the Nersa decision means for the micro cap, plus what’s next for Brait after its R2.5bn rights issue – could a Virgin Active listing be on the cards? Jeremy Sampson from Brand Finance discusses their Mining, Metals…
[TOP STORY] Chasing hot ETFs could burn your portfolio
'If you are invested in emerging markets right now, we're not saying sell your position' – Duma Mxenge from Satrix.
Weak US jobs good for markets and gold
Dylan Bradfield from Sharenet unpacks Friday’s US jobs data and the latest Spur update, where adjusted Heps remains positive. Maarten Ackerman, chief economist at CAM Asset Management, looks at the long-term economic impact of the war in Iran. And Duma Mxenge from Satrix explains why chasing famous names is likely…
[TOP STORY] Food giants and discount stores adapt to a weaker consumer
Dhersan Chetty, equity analyst at Foord Asset Management, breaks down consumer confidence, discount strategies and private label growth among major retailers.
From asset light to asset heavy: The hyperscaler pivot
Matete Thulare from Investec unpacks Sappi's strong results and the slightly improved trading update from Pick n Pay. Dhersan Chetty, from Foord Asset Management, looks at how SA's increasingly thrifty shopper is reshaping the retail landscape. Simon shares his thoughts on why hyperscalers are shifting from asset-light balance sheets to…