Kaya 959 Kaya Biz

Mid-year market review is Meryl Pick

Loading player...
As we wrap up the first half of 2025, we take stock of how markets have fared both locally and abroad. Joining us for this mid-year market review is Meryl Pick, Head of Equities Research at Old Mutual Investment Group. In this wide-ranging conversation, we unpack the performance of the JSE relative to global markets, assess the trajectory of the US market amid its recent dip and recovery, and explore the shifting geopolitical landscape and its implications for investors.



We also dive into the ongoing commodities cycle examining where we are and which sectors and assets have stood out in the past six months. A must-listen for anyone navigating today’s complex investment environment.
30 Jun 4PM English South Africa Business News · Investing

Other recent episodes

How To Successfully Claim Additional Medical Expenses From SARS This Tax Season

Guest – Tshepo Thebyane, Senior Tax Consultant at Tax Consulting SA With the 2025 annual tax filing season underway, many South Africans who have incurred significant out-of-pocket medical expenses during the year of assessment, continue to enquire about how they can possibly claim an additional medical tax credit to lower…
19 Aug 1PM 11 min

The Business of Football Clubs: Ownership, Revenue Models And Commercialization

Guest – Senzo Mbatha, CEO of Menza Group International. Football may be the beautiful game, but behind the goals and the glory lies serious business. We explore the different club ownership models shaping the sport here in South Africa and across the African continent. How do these structures affect the…
19 Aug 1PM 28 min

Competition Tribunal Gives Go-ahead For Barloworld Takeover

Competition Tribunal’s approval of Barloworld’s takeover is a move that could reshape parts of South Africa’s industrial landscape. What does this decision mean for the company, its competitors, and the broader economy? Joining us is Andrew Bahlmann, Chief Executive of Corporate and Advisory at Deal Leaders International, to break down…
19 Aug 12PM 10 min

The Rand Manipulation Case Heads To ConCourt

We revisit the long-running rand manipulation case as it heads to the Constitutional Court. Major banks, including FirstRand and Standard Bank, argue they’ve suffered reputational harm from the Competition Commission’s probe into currency fixing. Joining us is Harry Scherzer, CEO of Future Forex, to unpack what this means for the…
19 Aug 12PM 9 min

MTN Group reports a strong set of results as the telecoms giant recovers.

MTN has lifted its medium-term guidance after reporting a powerful set of results for the six months to June. The group’s EBITDA surged 60.6% to R46.65bn, headline earnings swung to 645c per share from a loss last year, and service revenue jumped 23.2% to R105.1bn. Ralph Mupita, MTN Group President…
18 Aug 4PM 17 min
All episodes