RCL's Rainbow listing could unlock 20% of value

Loading player...

Chantal Marx from FNB Wealth & Investments on RCL results as it looks to list Rainbow separately.
Brian McMillan of Investec on their latest structured product, the Nikkei 225 Autocall without currency risk.
Momentum Investment's Sanisha Packirisamy explains how shipping disruptions across four regions could slow or even delay rate cuts.

5 Mar 2024 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Evaluating banks and retail amid resource stock success

Ninety One’s Hannes van den Berg highlights where real value still lies locally – and the risks – as precious metal miners dominate 2025 returns.

27 Oct 3AM 7 min

It’s a bull market, don’t fight it

Nick Kunze from Sanlam Private Wealth unpacks South Africa’s grey-list exit, the latest US CPI print, a potential US-China thaw – and why global markets are flirting with record highs. Ninety One’s Hannes van den Berg highlights where real value still lies locally – and the risks – as precious…

27 Oct 1AM 21 min

[TOP STORY] Afrimat’s strategic moves in a shifting commodity market

Lafarge ‘was in a very difficult position when we took it over, and we are glad to say it is starting to make a small contribution’ – Afrimat CEO Andries van Heerden.

24 Oct 3AM 8 min

Has Sasol’s long recovery finally taken hold?

PSG Wealth’s Schalk Louw on Sasol’s strong update that investors cheered, and Clicks’s steady top-line growth paired with a sharp Heps rebound. Afrimat CEO Andries van Heerden on resilient results as Lafarge SA operations improve and local iron sales surge. Plus, Simon weighs in on gold’s sudden ‘collapse’ – and…

24 Oct 1AM 20 min

[TOP STORY] Executive pay rebounds strongly in 2025 survey

PwC’s Leila Ebrahimi suggests we need to see pay for performance as an opportunity ‘not to get distracted by the numbers’.

23 Oct 3AM 6 min

All episodes