Markets are shrugging off war concerns

Loading player...
Kea Nonyana from PrimeXBT unpacks Woolworths’s latest results – is the fashion segment finally turning the corner? And after the recent war-driven market selloff, has he been buying the dip or staying on the sidelines?
Cashbuild CEO Werner de Jager joins to discuss results that delivered margin expansion despite price inflation of just 0.8% – what’s driving the resilience in the building materials retailer?
Philip Short, global fund manager at Flagship Asset Management, weighs in on how investors should think about the rand, particularly when balancing local portfolios with offshore investments.
5 Mar 12AM English South Africa Business News · Business

Other recent episodes

Oil spike: Bad news for almost everything

Nick Kunze from Sanlam Private Wealth breaks down the latest US jobs data, the move in oil, and Grindrod's latest results. Keith McLachlan of Element Investment Managers unpacks how food inflation hits retailers versus producers. Morningstar’s Ryan Murphy joins us to discuss how investors can recognise – and manage –…
9 Mar 1AM 21 min

PGM supply deficit not over

Implats delivered a strong set of numbers – so why did the market still look unimpressed? Matete Thulare from Investec unpacks the results and explains why the bank expects all PGMs to move into supply deficits in 2026. Then Alex Tsepaev from B2PRIME Group joins us on gold: the “safe…
6 Mar 12AM 18 min