Chinese tech rallies, but risks still in play

Loading player...
Schalk Louw from PSG Old Oak ponders the potential opportunity in select Chinese stocks, especially in light of recent tariff reductions.
Citadel's Nishlen Govender weighs in on the state of big tech – highlighting both the challenges and the possible openings for investors.
Simon shares his perspective on actively managed certificates (AMCs), and explains why he finds them an intriguing product concept that is well worth exploring further.
16 May 2025 1AM English South Africa Business News · Business

Other recent episodes

Standard Bank’s Africa strategy is paying off

Alyssa Viljoen, MD at Merchant West Investments, unpacks Standard Bank’s five-month update and asks whether SA’s banks still offer value – and which names stand out. Bianca Botes from Citadel Global discusses why every board needs a clear FX policy and how companies should approach currency risk. Plus, economist Dr…
23 Jun 1AM 20 min

Selloff puts gold back in the spotlight

Nick Kunze from Sanlam Private Wealth unpacks the latest Naspers and Prosus trading update after both shares have come under pressure, and considers whether gold still offers opportunity as the metal struggles to gain momentum. Andre Tuck from 10X Investments discusses the most common retirement planning mistakes and how investors…
22 Jun 1AM 20 min