This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Great Pan African update, but gold heading lower

Loading player...

Independent analyst Jimmy Moyaha unpacks the updates from Coronation and Pan African Resources. PSG's Schalk Louw talks the possibility of a repeat of the 2000 Nasdaq meltdown. Simon offers his thoughts on office vacancies which remain at record highs despite employees returning to work.

15 Jul 2022 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Valuation, equities and artificial intelligence in SA markets

‘You can actually look a client in the eye and recommend bonds because the returns there are significantly higher than they would have achieved over the last 10 or 15 years … but be careful where you look’ – Independent Securities CIO Simon Fillmore.

6 Nov 2AM 7 min

Don’t be surprised by a Nasdaq selloff

Independent analyst Jimmy Moyaha unpacks the latest Optasia update and a storming day for AngloGold Ashanti as gold surges and the miner releases its Q3 results. Simon Fillmore, CIO at Independent Securities, asks whether South African equities, still trading at bargain valuations, are finally showing signs of a rerating. Plus,…

6 Nov 12AM 20 min

[TOP STORY] Q3 2026: Steady overall gold demand amid record high prices

‘Overall, this speaks to … the fact that central banks want to diversify and manage their risk, that they continue to buy in most circumstances’ – Krishan Gopaul, World Gold Council.

5 Nov 1AM 7 min

Oil collapse is good news for inflation

Danie Dörfling-Kruger from Moore Infinity unpacks how oil and gold are responding to the US elections, and whether local results could drive a broader short-term market bounce. Kingsley Williams, CIO at Satrix, explores why the world invests the way it does and where passive investing fits into the picture. Krish…

5 Nov 12AM 22 min

[TOP STORY] The battle for AI dominance: open-weight versus closed-weight models

‘The old story of delivering 95% of the quality for 5% of the price is a very hard one to beat. And that is what the Chinese models are essentially banking on’ – Dr Michael Power.

3 Nov 2AM 5 min

All episodes