Here’s where to find opportunity despite the volatility

Loading player...
Independent analyst Carmen Mpelwane looks at whether it might be time for investors to start exploring markets outside the US, as global sell-offs continue in response to the Trump tariffs. Meryl Pick from Old Mutual Investment Group unpacks the talk around a potential exclusion from Agoa — and why it might not be as bad as many are making it out to be. Frank Leonette, CEO of GloRep, chats about what’s being done to help get us off the grey list.
8 Apr 2025 1AM English South Africa Business News · Business

Other recent episodes

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

Is Mondi a buying opportunity at the bottom of the cycle?

Josh Viljoen from Merchant West Investments unpacks Mondi's tough results – and why the market still liked what it saw – before turning to Woolies's trading update, which points to a challenging second half. Elana Nel from Ninety One explains whether a foreign trust has a place in your estate…
31 Jul 1AM 20 min