[TOP STORY] How long can this PGM bull market last?
Loading player...
Bruce Williamson from Integral Asset Management discusses the shifting global demand for rhodium, platinum and palladium.
Other recent episodes
Trump speech offers no clear end to Iran war, long-term economic fallout looms
Petri Redelinghuys from Herenya Capital unpacks the market reaction to Donald Trump’s overnight speech. Hayden Reinders from Prescient Fund Services looks at who is actually investing in hedge funds, while Saad Sheikh from Enko Capital tackles the debate over whether private capital really belongs in a single asset class.
[TOP STORY] ‘Mampara week’ and the trap of relief spending
Dehan Scherman from National Debt Advisors has sound advice on navigating the payday poverty cycle experienced by so many South Africans.
Remgro’s Mediclinic deal raises concentration risk ... but may be worth it
Zimele Mbanjwa from FNB Wealth and Investments unpacks Remgro’s move to press ahead with the restructuring of its Mediclinic interests. Master Drilling CFO Andre van Deventer talks us through the group’s record revenue, while Dehan Scherman of National Debt Advisors looks at why more than 60% of consumers are running…
[TOP STORY] Opportunistic price gouging amid rising fuel prices in SA
James Hodge from the Competition Commission highlights the crucial role of consumers and businesses in reporting suspicious price hikes, especially in sectors like fuel, fertiliser and transport.
Sirius expanding into Euro defence real estate
Independent analyst Jimmy Moyaha unpacks Sirius Real Estate’s €93.4 million acquisition of a defence-related property. Fatgie Adams from TransUnion looks at what an unchanged prime rate means for consumers still under pressure. And James Hodge from the Competition Commission warns against price gouging ahead of Wednesday’s fuel increase.