[TOP STORY] ‘We have an available market that we are not yet selling to’
Loading player...
RMB’s Isaah Mhlanga shares insights on where investors should look for the next big opportunities across Africa.
Other recent episodes
Never mind the loss ... PnP's still offering potential
Petri Redelinghuys from Herenya Capital Advisors unpacks Pick n Pay’s latest results – with losses mounting even as Boxer lifts group performance. Naked co-founder Ernest North explains why car insurance remains key to safeguarding your financial well-being. RMB’s Isaah Mhlanga shares insights on where investors should look for the next…
[TOP STORY] Evaluating banks and retail amid resource stock success
Ninety One’s Hannes van den Berg highlights where real value still lies locally – and the risks – as precious metal miners dominate 2025 returns.
It’s a bull market, don’t fight it
Nick Kunze from Sanlam Private Wealth unpacks South Africa’s grey-list exit, the latest US CPI print, a potential US-China thaw – and why global markets are flirting with record highs. Ninety One’s Hannes van den Berg highlights where real value still lies locally – and the risks – as precious…
[TOP STORY] Afrimat’s strategic moves in a shifting commodity market
Lafarge ‘was in a very difficult position when we took it over, and we are glad to say it is starting to make a small contribution’ – Afrimat CEO Andries van Heerden.
Has Sasol’s long recovery finally taken hold?
PSG Wealth’s Schalk Louw on Sasol’s strong update that investors cheered, and Clicks’s steady top-line growth paired with a sharp Heps rebound. Afrimat CEO Andries van Heerden on resilient results as Lafarge SA operations improve and local iron sales surge. Plus, Simon weighs in on gold’s sudden ‘collapse’ – and…