Moneyweb Radio MoneywebNOW

PGM supply deficit not over

Loading player...
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 haven” label, what’s driving the trade right now, and the moments when gold can actually add risk to a portfolio. Plus Simon’s take on what a protracted Iranian war could mean for South Africa’s economy – from oil and inflation to the rand and growth.
6 Mar 12AM English South Africa Business News · Business

Other recent episodes

Why you should never waste a good crisis

Independent analyst Shaun Dendere unpacks strong results from PSG Financial Services, while Ninety One updates the market on assets under management. Paul Mann, CEO of ASP Isotopes, joins us on the company’s business update released earlier this week. And Simon shares his thoughts on why you should never let a…
17 Apr 1AM 19 min

Consumer struggles will send local GDP back to the doldrums

US markets are back above pre-war levels – Kea Nonyana unpacks what’s driving the rebound and whether recent US results are delivering any real standouts, good or bad. Viv Govender weighs in on the AI arms race and whether the Mag 7’s solid run still has legs. Plus, John Loos…
16 Apr 1AM 20 min
All episodes