[TOP STORY] Are SA assets on the brink of a rerating?

Loading player...
David Fraser of Peregrine Capital believes that SA’s exposure to both gold and the PGM basket is going to provide ‘a great tailwind for next year’.
2 Feb 2AM 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