PGM story still positive, but beware of Fomo

Loading player...
Kieran Witthuhn from Anchor on the gold and PGM surge — and how they’re positioning portfolios at these levels. Ben Meyer from Prescient on 25 years of ETF growth in South Africa, though still a small slice of the CIS market. Simon on Fed Chair Powell’s warning that stocks are 'fairly highly valued'.
3 Oct 2025 1AM English South Africa Business News · Business

Other recent episodes

Treasury plans auto-enrolment for pension funds

Faheema Adia from Momentum Securities on Telkom’s upbeat update – and whether the telecoms sector still has room to run. Seithati Bolipombo of Mulilo on what lies ahead for South Africa’s renewables as they move from backup solution to the backbone of the energy mix. 10X Investments’s Caroline Naylor-Renn with…
17 Feb 12AM 21 min

US economic data looking strong

Nick Kunze from Sanlam Private Wealth on January’s steadier US inflation print, what the earnings season is revealing, and how Cell C’s maiden results stack up. Dr Frank Magwegwe from Nedbank weighs in as local consumers show tentative financial improvement, even as confidence remains fragile. Kristof Kruger from Prescient Securities…
16 Feb 12AM 19 min