Woolies on top with best valuation among peers

Loading player...
Faheema Adia from Momentum Securities on what to expect from the upcoming food retailer updates. Shoprite has been flying, is it her preferred food retailer and is there still value? Simon Fillmore of Independent Securities talks US inflation, rates, GDP and what matters most for investors in 2023. Simon offers his thoughts on China’s move away from zero-Covid and the associated investment implications.
12 Jan 2023 11PM English South Africa Business News · Business

Other recent episodes

After a stellar year, can precious metals repeat it in 2026?

Kea Nonyana from PrimeXBT unpacks a blockbuster year for commodities – from booming precious metals to oil’s supply-demand mismatch and copper’s surge in the AI and power build-out. Momentum’s Sanisha Packirisamy on the Sarb’s warning that an AI boom-and-bust could pose a real risk to SA’s economy.
15 Dec 12AM 20 min

Mr Price selloff: Bargain or red flag?

Gary Booysen from Rand Swiss on Mr Price’s European leap – and why the market can’t stand it – plus the Fed’s surprising return to QE. André de Wet, CEO of Flood, on the rise of the super-app as South Africa’s e-commerce market accelerates.
12 Dec 12AM 19 min