Despite stock jump Richemont still isn’t pricey

Loading player...
Alex Duys from Umthombo Wealth discusses Richemont’s strong update, which drove the stock to all-time highs, and PPC’s new R3 billion cement plant in the Western Cape. Simon Fillmore of Independent Securities shares his market outlook for 2025 and adjacent AI ideas. Simon shares his thoughts on fees – the good and the bad.
17 Jan 2025 12AM English South Africa Business News · Business

Other recent episodes

Surging DM bond yields 'a crisis in the making’

Sanlam Private Wealth's Nick Kunze weighs in on government bonds as developed market yields surge, even as markets trade at highs and amid strong earnings. Casey Sprake of AG Capital on risks to local food inflation moving higher on the back of a potential El Niño. Plus, Lindiwe Sebesho from…
18 May 1AM 20 min

Powell's Fed legacy as he steps down

Pooja Tanna from Perpetua Investment Managers reflects on Jerome Powell's eight-year term as Fed chair, and, the new stewardship expected under Kevin Warsh. Equites CEO Andrea Taverna-Turisan shares insights on the group's latest results and strong balance sheet, as it pivots away from the UK. Plus, Simon's thoughts on South…
15 May 1AM 20 min