MoneywebNOW, 22 Jun 22 June - Why Naspers could be the next mini Amazon · Moneyweb Radio

22 June - Why Naspers could be the next mini Amazon

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Dino Zuccollo of Westbrooke Alternative Asset Management on the end of S12J and the risks within existing funds. Anchor's Casey Delport takes a look at the SA consumer as a spender not a saver. Preston Narainsamy of Nedbank Private Wealth unpacks Naspers/Prosus and PPC results.

22 Jun 2021 1AM English South Africa Business News · Business

[TOP STORY] Food giants and discount stores adapt to a weaker consumer

Dhersan Chetty, equity analyst at Foord Asset Management, breaks down consumer confidence, discount strategies and private label growth among major retailers.

7 Aug 2AM 7 min

From asset light to asset heavy: The hyperscaler pivot

Matete Thulare from Investec unpacks Sappi's strong results and the slightly improved trading update from Pick n Pay. Dhersan Chetty, from Foord Asset Management, looks at how SA's increasingly thrifty shopper is reshaping the retail landscape. Simon shares his thoughts on why hyperscalers are shifting from asset-light balance sheets to…

7 Aug 1AM 20 min

[TOP STORY] Unlocking economic puzzles with academic insight

Prof Reza Daniels of Stellenbosch University explains how good data and careful analysis are South Africa’s best tools against economic uncertainty.

6 Aug 2AM 6 min

Why AI needs platinum

Kea Nonyana from PrimeXBT on precious metal miners as PGMs surged and gold followed, plus updates from Super Group and Sabvest. Professor Reza Daniels from Stellenbosch University on how to know when economic data is reliable. Marc Dhalluin, CEO and co-founder of TruthsetsOnline, on online ad fraud and why up…

6 Aug 1AM 20 min

[TOP STORY] Navigating the US-China AI technology split

'The risk that is emerging is a sort of geopolitical risk where access to your competitive advantage through AI could be cut off' – Dawie Scholtz, managing director and partner at Boston Consulting Group, BCG.

5 Aug 2AM 6 min