Moneyweb Radio MoneywebNOW

PGM supply deficit not over

Loading player...
Implats delivered a strong set of numbers – so why did the market still look unimpressed? Matete Thulare from Investec unpacks the results and explains why the bank expects all PGMs to move into supply deficits in 2026. Then Alex Tsepaev from B2PRIME Group joins us on gold: the “safe haven” label, what’s driving the trade right now, and the moments when gold can actually add risk to a portfolio. Plus Simon’s take on what a protracted Iranian war could mean for South Africa’s economy – from oil and inflation to the rand and growth.
6 Mar 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Redefining credit beyond debt

Experian South Africa’s Sikhulule Mabece points out that good credit can be ‘an opportunity for you to gain access to opportunities that you wouldn't normally have’.
11 Sep 2AM 5 min

Apple bets on new iPhone chip to boost AI

Kea Nonyana from PrimeXBT unpacks the performance of AI stocks. Sikhulule Mabece from Experian South Africa reveals what your credit history says about how you manage debt. And Dirk Jooste from PSG Asset Management explains why global uncertainty is strengthening the case for active management.
11 Sep 1AM 20 min

Global oil inventories run low as supply tightens

Petri Redelinghuys, founder of Herenya Capital Advisors, breaks down the latest moves in the oil price. Future Forex CEO Harry Scherzer explains what employees need to know when RSUs or share options vest. And Shop2Shop’s Annelene Dippenaar asks whether entrepreneurship can do enough to tackle unemployment.
10 Sep 1AM 20 min
All episodes