Moneyweb Radio MoneywebNOW

[TOP STORY] The build-up of inventories across industries, sectors and companies

Loading player...
‘We are entering what looks to be arguably a recessionary environment globally overstocked’: Keith McLachlan – Integral Asset Management.
21 Nov 2022 3AM English South Africa Business News · Business

Other recent episodes

FirstRand deserves highest rating of the big four

Independent analyst Carmen Mpelwane unpacks FirstRand and Discovery results – one the market loved, the other it hated. Hylton Kallner, CEO of Discovery Bank, on six months of profitability and where growth goes next. Simon’s take: when an investment soars – buy more, hold, or sell?
12 Sep 1AM 18 min

Oracle surges +30% on cloud demand

Rand Swiss’s Viv Govender on what’s behind Oracle’s share price surge. Marriot’s Lourens Coetzee on why investors shouldn’t let relative performance be their guiding star. Old Mutual Wealth’s Sean Ashton on big tech’s outsized role in returns – and how to manage that concentration.
11 Sep 1AM 20 min
All episodes