Discounted Remgro best placed for SA Inc recovery

Loading player...
Schalk Louw from PSG Old Oak breaks down Tsogo Sun’s tough numbers, the Cell C listing, and why Nampak’s turnaround is finally gathering traction. KAL Group CEO Sean Walsh unpacks results that show a sharply improved second half, with debt now at its lowest level in fifteen years. Simon reflects on 25 years of ETFs on the JSE – how the market evolved, what worked, and what the next decade could look like.
28 Nov 2025 12AM English South Africa Business News · Business

Other recent episodes

Why the sudden rand weakness?

Capitec is 10% off its highs – is there value on offer? Danie Dörfling-Kruger from Moore Infinity weighs in on the results and where the opportunities are in local banks after a stellar 18 months. Niki Giles from Prescient Fund Services on the ETF boom and why actively managed ETFs…
2 Oct 1AM 20 min

The rand grows up and calms down

Has the rand lost its rattlesnake bite? Investec’s Matete Thulare crunches the numbers as big moves fade and trading ranges tighten. Pattern CEO James Townsend unpacks how the GLP-1 weight-loss boom could shake up fashion retail. Plus, INN8 Invest’s Leigh Kohler on making uncertainty work for investors and finding outperformance…
1 Oct 1AM 20 min

[TOP STORY] Chicken or beef?

Andrew Fulton from Eighty20 considers meat inflation and agricultural volatility amid foot-and-mouth disease and shifting consumer habits.
30 Sep 3AM 6 min