Euro defence stocks offer value in the new world order

Loading player...
Kea Nonyana from Scope Prime unpacks where he’s spotting value in the markets – and how much longer he thinks the rand can hold its strength. Dino Zuccollo of Westbrooke Alternative Asset Management on why high-net-worth investors are ditching traditional assets in favour of alternatives. Tumi Loate from 36ONE Asset Management talks investing and managing risk in a world of real-time breaking news.
3 Jul 1AM English South Africa Business News · Business

Other recent episodes

After a stellar year, can precious metals repeat it in 2026?

Kea Nonyana from PrimeXBT unpacks a blockbuster year for commodities – from booming precious metals to oil’s supply-demand mismatch and copper’s surge in the AI and power build-out. Momentum’s Sanisha Packirisamy on the Sarb’s warning that an AI boom-and-bust could pose a real risk to SA’s economy.
15 Dec 12AM 20 min

Mr Price selloff: Bargain or red flag?

Gary Booysen from Rand Swiss on Mr Price’s European leap – and why the market can’t stand it – plus the Fed’s surprising return to QE. André de Wet, CEO of Flood, on the rise of the super-app as South Africa’s e-commerce market accelerates.
12 Dec 12AM 19 min