Bye bye Mag 7 ... Mangos are driving markets now

Loading player...
Schalk Louw from PSG Old Oak unpacks Hyprop's strong update and why value stocks and emerging markets are outperforming this year, while the Mag 7 trade near their lowest valuations for 2026. Sanlam Corporate's John Anderson discusses the findings of the 45th Sanlam Benchmark Survey, exploring how South Africans are saving and making retirement decisions. Plus, Simon shares his thoughts on true long-term investing: buy well, then forget about selling.
26 Jun 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] The hidden toll of debt and why early action matters

If ‘you're stuck, struggling to put food on the table or struggling to speak to your family, speak to a professional, speak to a debt counsellor, speak to a financial advisor’: Sebastien Alexanderson, Debt Advisors CEO Sebastien Alexanderson.
28 Oct 2AM 6 min

Anthropic IPO numbers surprise on the upside

Analysis of SA’s food security challenges and what the latest research reveals about access to food, plus a look at the mental toll of debt and practical ways to manage financial stress.
28 Oct 1AM 20 min

Is your Reg 28 fund pulling its weight?

Is Pick n Pay really turning around, or is Boxer masking the cracks? Merchant West Investments’s Alyssa Viljoen unpacks the results. Ninety One’s John Stopford warns of risks to equities as bonds and stocks diverge, while PSG Asset Management’s Dirk Jooste explains how understanding your Regulation 28 fund can boost…
27 Oct 1AM 21 min