Moneyweb Radio MoneywebNOW

Discounted Remgro best placed for SA Inc recovery

Loading player...
Schalk Louw from PSG Old Oak breaks down Tsogo Sun’s tough numbers, the Cell C listing, and why Nampak’s turnaround is finally gathering traction. KAL Group CEO Sean Walsh unpacks results that show a sharply improved second half, with debt now at its lowest level in fifteen years. Simon reflects on 25 years of ETFs on the JSE – how the market evolved, what worked, and what the next decade could look like.
28 Nov 2025 12AM English South Africa Business News · Business

Other recent episodes

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

Finding stellar returns beyond just tech

Sithembile Bopela from FNB Wealth and Investments unpacks whether Aspen’s plan to sell its APAC (ex-China) assets sharpens the investment case. Herman van Papendorp from Momentum Investments explores how the US attack on Venezuela carries consequences well beyond Latin America, with longer-term implications for investors. Craig Antonie of AnBro Capital…
14 Jan 12AM 20 min
All episodes