[TOP STORY] How US-China rivalry, Taiwan and rare earths shape global investment risks

Loading player...
'I think we go into an environment where a lot of your traditional safe-haven assets aren't really showing up as providing their protection anymore' – OMIG portfolio manager Jason Swartz.
24 Jun 2AM English South Africa Business News · Business

Other recent episodes

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

Valterra proves best-in-class among PGM miners

Dylan Bradfield from Sharenet, unpacks Valterra's very strong results despite softer PGM prices over the period, and shares his quick take on the latest FOMC decision. Andrea Slabber from Trade Intelligence joins us with fresh insights into SA's R109 billion liquor retail market. Kasief Isaacs, CEO of Creation Capital, discusses…
30 Jul 1AM 20 min