World markets booming, but valuations are lofty

Loading player...
Nick Kunze from Sanlam Private Wealth discusses Richemont's results and new CEO. Many global indices are at or near all-time highs … is it a bull market? Petri Redelinghuys from Herenya Capital Advisors discusses opportunities for exposure as copper surges to all-time highs. FNB Commercial's Paul Makube talks emerging trends in agriculture machinery and what they can tell us about the months and years ahead.
20 May 2024 1AM English South Africa Business News · Business

Other recent episodes

US earnings are spectacular so far

Gary Booysen from Rand Swiss unpacks the US earnings season, with around two-thirds of the S&P 500 having reported – what's stood out, for better or worse? Sello Sekele from Absa CIB breaks down the latest July PMI data and explains why weaker readings may not be entirely bad news…
4 Aug 1AM 21 min

When is the right time to buy gold miners?

Petri Redelinghuys from Herenya Capital Advisors unpacks AngloGold Ashanti's results and asks whether gold miners are still worth holding. Thethe Mokele of Pinsent Masons explores the key shifts reshaping South Africa's construction industry, while Shaun Meintjes from Consult by Momentum shares practical insights on preparing your children to inherit your…
3 Aug 1AM 18 min