Moneyweb Radio MoneywebNOW

2024: A bumper year for markets

Loading player...
Nick Kunze from Sanlam Private Wealth shares insights on the standout winners and new listings on the JSE in 2024, highlighting which stocks he would hold into 2025. Meanwhile, Dino Zuccollo of Westbrooke Alternative Asset Management reflects on the performance of private equity and private credit markets over the past year, looking back at the trends and developments shaping these sectors in 2024.
16 Dec 2024 11PM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Current SA consumer spending habits

Discovery Bank CEO Hylton Kallner reflects on respondents’ trends – from increased online betting and use of weight-loss drugs to healthier eating habits and being ‘disciplined, deliberate, and value conscious’.
28 Apr 2AM 6 min

Is the private credit boom starting to wobble?

Independent analyst Jimmy Moyaha unpacks China’s order for Meta to unwind a major AI deal, as global tech tensions continue to escalate. Discovery Bank CEO Hylton Kallner joins us to discuss new data revealing a rise in consumer spending on health and online gambling – and what’s driving this changing…
28 Apr 1AM 24 min

Clicks cautions about rest-of-year trading

Clicks sells off following its latest results – we unpack the market reaction with Petri Redelinghuys from Herenya Capital Advisors. Is this about the numbers, or a consumer under growing pressure? Warren Buhai of STANLIB Asset Management weighs in on rising private credit risks in the US – and whether…
24 Apr 1AM 20 min
All episodes