Moneyweb Radio MoneywebNOW

Solid results from SA Inc’s 2025 laggers

Loading player...
Schalk Louw from PSG Old Oak unpacks the latest numbers from Lewis, Mr Price and Reunert. Mark Phillips from PPS Investments looks at how disciplined processes help us manage emotional reactions in volatile markets. Simon weighs in on the Nvidia-led AI bubble – how stretched it’s become, and whether investors should start worrying.
21 Nov 12AM English South Africa Business News · Business

Other recent episodes

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

Empowering South Africa’s “missing middle”

The R4 billion Property Impact Fund will invest in essential social infrastructure, including affordable housing, student accommodation, rural and township retail, education, and healthcare. Kamogelo Leeuw, portfolio manager at Sanlam Investments, explains.
10 Nov 7AM 5 min

Anchor’s picks for 2026

Sean Culverwell from Anchor highlights their top stock picks for 2026 – one standout on the JSE and another offshore. Brendan de Jongh at PMX unpacks why forecasting keeps tripping up investors, and what they should be prioritising instead. Victor Germeshuizen from Absa CIB breaks down Bidvest’s record-setting Euro bond…
11 Dec 12AM 20 min
All episodes