Rare earth minerals and the AI boom

Loading player...
Petri Redelinghuys from Herenya Capital Advisors weighs in on the AI surge: Is this shaping into a bubble, should investors be cautious, or is the next big cue simply Nvidia’s results next Wednesday?
Ian Anderson from Merchant West Investments on another excellent year for local Reits.
Louw van Reenen of Beefmaster Group on why access to Asian markets is key for South Africa’s beef industry – and how opening these channels could reshape demand.
11 Nov 2025 12AM English South Africa Business News · Business

Other recent episodes

Luxury weathers the uncertainty

Independent analyst Jimmy Moyaha unpacks the latest Richemont results – are consumers still splurging on luxury, and does Moody’s slight upgrade signal improving sentiment around SA? Afrimat CEO Andries van Heerden talks through a tough second-half performance as weaker iron ore prices and Nkomati writedowns weigh on results. Mark MacSymon…
25 May 1AM 20 min

Mega IPOs: Don’t go chasing

Schalk Louw of PSG Old Oak unpacks Southern Sun’s results as the G20 boost lifts earnings. We also look at the coming wave of mega IPOs – with SpaceX confirmed for June and OpenAI and Anthropic likely to follow – and ask whether investors should be interested, and how to…
22 May 1AM 20 min