Moneyweb Radio MoneywebNOW

Capitec’s low cost base boosts profits

Loading player...
Kea Nonyana from PrimeXBT on Capitec’s trading update, falling US unemployment, and claims from US Treasury Secretary Scott Bessent that Chinese speculators are manipulating gold. Maarten Ackerman from Citadel on AI-fuelled US growth and why 2026 could still prove fragile. Willem le Roux of Sanlam Investments Multi-Manager on whether the Sarb can hit a 3% inflation target in 2026.
12 Feb 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] The 5% bond yield reality

Sean Kelly of Parity Wealth navigates the new global hurdle rate and its impact on equities. ‘I think bonds deserve a much bigger seat at the table now, but it doesn't mean sell equities, buy bonds.’
7 Oct 2AM 6 min

The benefits of holding some cash

Chantal Marx from FNB Wealth and Investments on where to put new money as uncertainty rises and fuel tops R30/litre. Sean Kelly from Parity Wealth asks whether US bond yields above 5% mean it’s time to rethink your portfolio. And Lullu Krugel from PwC South Africa unpacks what’s holding back…
7 Oct 1AM 22 min

Reit balance sheets strongest in a decade

Independent analyst Jimmy Moyaha on Sappi’s struggles with its proposed graphic paper JV, plus Sanlam’s move to buy Santam. Ian Anderson from Merchant West Investments unpacks September’s Reit returns, driven by strong dividend increases from a number of recent results. Alan Quinn from Cars.co.za on how high fuel prices are…
6 Oct 1AM 21 min
All episodes