Are miners worth a look for a defensive portfolio?

Loading player...

Carmen Mpelwane on the JSE stock catching attention – high dividend yield and trading volumes rising amid market volatility. Alexforbes’s Janina Slawski unpacks key insights from the December 2024 Manager Watch™️ Survey on retirement fund investment managers. Kriben Reddy, CEO of Kredo Mobility, on used car valuations – are we measuring them right in today’s market?

15 Apr 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] No clear winner: Inside SA’s fast-food search trends

Mongezi Mtati, Senior Brand Strategist at Rogerwilco, highlights consumer trends from the 2025 Fast Food and QSR Insight Survey.

19 Aug 3AM 8 min

MTN’s results strong ... will the stock move higher?

Independent analyst Jimmy Moyaha on MTN’s strong results. Off a low base with currency woes easing, yet the market sold it off – is there still value? Mongezi Mtati from Rogerwilco on their new fast food and QSR report: value, taste, and location lead the way. Seshni Naidoo of ENGIE…

19 Aug 1AM 21 min

[TOP STORY] Staying the course amid market uncertainty

‘When things are gloomy and scary, that’s perhaps when you go and do your digging; that’s your opportunity to find outsized returns' – John Gilchrist, CIO at PSG Asset Management.

18 Aug 2AM 6 min

Buffett buying boosts UnitedHealth

Nick Kunze from Sanlam Private Wealth breaks down Berkshire’s move into UnitedHealth and a Sibanye Stillwater update. John Gilchrist, CIO at PSG Asset Management, shares how to stay the course amid market uncertainty. Plus, Priscilla Sefoka from Tax Consulting SA explains how to claim your medical expenses on your tax…

18 Aug 1AM 20 min

[TOP STORY] How will the new trade landscape impact African exporters?

Investec’s Vernon Sinden looks into a new transhipment model: Sending US-bound goods via Europe.

15 Aug 3AM 6 min

All episodes