Fantastic Lewis results

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Nick Kunze from Sanlam Private Wealth unpacks results from Dis-Chem and Lewis. Philip Short of Flagship Asset Management offers insights on the GLP-1 producers Eli Lilly and Novo Nordisk. Alec Cutler of Orbis Investments explores alternative AI investment opportunities beyond Nvidia.
3 Jun 2024 12AM English South Africa Business News · Business

Other recent episodes

Local retail a mixed bag in 2025, but is there value?

Izak Odendaal from Old Mutual Wealth Investment on the inflation and interest-rate outlook for 2026 – and why SA’s long-awaited green shoots are finally starting to surface. Chantal Marx of FNB Wealth and Investments breaks down retail in 2025: clothing under strain, food flat, vehicle sales unexpectedly robust – and…
18 Dec 12AM 20 min

[TOP STORY] A good time to be a farmer in SA

Wandile Sihlobo from the Agricultural Business Chamber of SA looks back on 2025 crops, widespread foot-and-mouth vaccination, tariffs and the need for export diversification.
17 Dec 2AM 8 min

An amazing year for ETF investors

Nerina Visser from ETFsa reflects on a standout year for ETFs – from Satrix’s Resi10 soaring over 100% to the rise of actively managed fixed-income products, as SA marks 25 years of ETF innovation. Wandile Sihlobo from the Agricultural Business Chamber of SA on tackling foot-and-mouth, the push to vaccinate…
17 Dec 12AM 20 min