China housing crisis hurts Richemont

Loading player...

Independent analyst Jimmy Moyaha discusses Richemont's update, noting it as solid yet not spectacular, raising questions about pressure on the wealthy.
Bruce Williamson of Integral Asset Management examines chrome demand and identifies the best-positioned PGM miner.
Hannah de Nobrega of Prescient Investment Management anticipates the MPC rate announcement on Thursday.

17 Jul 2024 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Understanding D&O Insurance

Mongezi Mpahlwa of Cox Yeats breaks down Directors and Officers Insurance – what it is, why it matters, and what it doesn’t cover.

25 Aug 3AM 5 min

Powell pivots as the Fed backs off inflation worries

Alex Duys of Umthombo Wealth discusses Jerome Powell's pivot to focus on jobs. Mongezi Mpahlwa of Cox Yeats breaks down director and officers insurance – what it is, why it matters, and what it doesn’t cover.

25 Aug 1AM 18 min

[TOP STORY] Spur vs Famous Brands: A tale of two restaurant giants

‘Really good numbers’ from Spur, whereas ‘a whole lot has gone wrong’ for Famous Brands, comments Keith McLachlan of Element Investment Managers.

22 Aug 3AM 7 min

Rate cuts: US likely, SA unlikely

Pooja Tanna from Perpetua Investment Managers: As Jackson Hole gets underway, will the side-room discussions be dominated by central bank independence? And looking ahead to the next FOMC and MPC rate decisions – are we likely to see a cut, a hold, or a hike? Keith McLachlan from Element Investment…

22 Aug 1AM 19 min

[TOP STORY] How credit can be good for you

Sanlam Credit Partnerships CEO Alet Griesel looks at good vs bad debt, and how women are leveraging credit to change their lives.

21 Aug 3AM 6 min

All episodes