Moneyweb Radio MoneywebNOW

Rising rates benefit bank margins

Loading player...
Lonwabo Maqubela from Perpetua Investment Managers talks the Nedbank and ArcelorMittal updates. Investec's Tertia Jacobs on the 7.4% June inflation figure and MPC rate decision later today. Keith McLachlan from Integral Asset Managers updates us on one of his preferred offshore stocks: Levi Strauss.
21 Jul 2022 12AM English South Africa Business News · Business

Other recent episodes

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

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
All episodes