Moneyweb Radio MoneywebNOW

Not yet a buy … mining stocks under pressure

Loading player...
Independent analyst Jimmy Moyaha unpacks South32 results which saw profits plunge and struggling Sasol results from earlier in the week.
David Rees from Schroders talks China's problem of deflation and high debt … are we seeing the Japanification of China?
Simon offers his thoughts on capacity utilisation in manufacturing and the leverage effect.
25 Aug 2023 1AM English South Africa Business News · Business

Other recent episodes

When to buy falling stocks

Danie Dörfling from Moore Infinity unpacks strong momentum as earnings hit the R7 billion target a year early, plus a Bytes Tech update the market loved. Viv Govender from Rand Swiss asks whether talk of an AI slowdown is real, necessary or opportunistic – and what it could mean for…
18 Sep 1AM 20 min

US rate hike will do no favours for gold

Petri Redelinghuys from Herenya Capital Advisors unpacks the overnight FOMC rate decision and asks whether the party is over for gold. Cobus Loots, CEO of Pan African Resources, discusses record results and plans to grow production despite rising costs. Plus, Trevino Ramsamy from STANLIB Asset Management on why private capital…
17 Sep 1AM 21 min

[TOP STORY] Expanding SA-China economic partnerships makes sense

China’s zero-tariff policy, ‘when you're doing your numbers and looking at margins, looking at that certainty … starts to really make a good case for why the East is worth considering’ by certain African businesses and sectors: Luthando Vuba from Standard Bank Business and Commercial Banking
16 Sep 2AM 6 min
All episodes