Moneyweb Radio MoneywebNOW

Telcos quietly having a great year

Loading player...
Schalk Louw from PSG Old Oak on Vodacom lifting its Safaricom stake and a strong year for telcos, with Cell C’s debut drawing a +15% Allan Gray stake – is there still value heading into 2026? Wesley Diphoko from Fast Company SA explores whether Africa risks becoming an AI user rather than an AI builder. And Simon’s take: if ever there was proof the stock market isn’t the economy, 2025 delivered it.
5 Dec 2025 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Demystifying SA’s retail investment surge

‘Treasury has indicated that there will be consistency and certainty around how retail hedge funds are taxed in line with traditional unit trusts, which … talks well to the motif of saving in South Africa’ – Hayden Reinders, Prescient Fund Services.
2 Apr 3AM 7 min

Trump speech offers no clear end to Iran war, long-term economic fallout looms

Petri Redelinghuys from Herenya Capital unpacks the market reaction to Donald Trump’s overnight speech. Hayden Reinders from Prescient Fund Services looks at who is actually investing in hedge funds, while Saad Sheikh from Enko Capital tackles the debate over whether private capital really belongs in a single asset class.
2 Apr 1AM 23 min

Remgro’s Mediclinic deal raises concentration risk ... but may be worth it

Zimele Mbanjwa from FNB Wealth and Investments unpacks Remgro’s move to press ahead with the restructuring of its Mediclinic interests. Master Drilling CFO Andre van Deventer talks us through the group’s record revenue, while Dehan Scherman of National Debt Advisors looks at why more than 60% of consumers are running…
1 Apr 1AM 20 min
All episodes