This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

[TOP STORY] How US-China rivalry, Taiwan and rare earths shape global investment risks

Loading player...

'I think we go into an environment where a lot of your traditional safe-haven assets aren't really showing up as providing their protection anymore' – OMIG portfolio manager Jason Swartz.

24 Jun 2AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] The complex forces behind July’s inflation drop

Investec’s Tertia Jacobs breaks down July inflation, which came in below expectations, and considers the fuel price rollercoaster.

20 Aug 2AM 5 min

DRDGold’s margin focus pays off

Analysis of DRDGold’s results as earnings surge, and a look at Merchant West’s R5bn asset-backed note programme.

20 Aug 1AM 20 min

[TOP STORY] Lessons SA can take from Spain’s turnaround

Izak Odendaal from Old Mutual Wealth Investment explores how the best-performing big economy in Europe bounced back from a devastating economic crisis in the early 2010s.

19 Aug 2AM 6 min

Absa delivers – and still looks cheap

Analysis of Spain’s economic turnaround and the lessons SA can take from its recovery, plus a look at why medical savings accounts run out so quickly.

19 Aug 1AM 20 min

[TOP STORY] Gold moving with shares rather than the reverse

‘We still want to own gold, but just at a much smaller position size' – Tim Acker, portfolio manager, Allan Gray Equity Fund.

18 Aug 2AM 4 min

All episodes