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

Residential property market turning a corner

Loading player...

Kea Nonyana from Scope Prime discusses PGMs and why there’s still no strong buy case, along with his biggest concerns for the year ahead.
Cobus Loots, CEO of Pan African Resources, breaks down the latest results, including a drop in gold production and sales, and the conclusion of their hedging agreement.
BetterBond's Bradd Bendall shares insights on the noticeable recovery in South Africa’s residential property market.

13 Feb 2025 12AM English South Africa Business News · Business

Other recent episodes

[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

Altron earnings quality continues to improve

Alyssa Viljoen, MD of Merchant West Investments, unpacks Altron’s strong results as annuity income continues to grow, and Invicta’s tough trading update, which comes as little surprise given recent PMI data. Redefine CEO Andrew König discusses results showing 7% growth in both dividends and per-share distributions. And Michael Power, geoeconomic…

3 Nov 12AM 21 min

[TOP STORY] Elections, valuations, and long-term strategy

‘We have to watch the earnings and see if that's sustainable’: Luigi Marinus from PPS Investments.

2 Nov 1AM 7 min

Clicks is cheap, but not yet a buy

Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem's numbers and what they, alongside Clicks, reveal about the struggling South African consumer. Luigi Marinus from PPS Investments explains why elections matter, but shouldn't drive your investment strategy. And Herschel Jawitz, CEO of Jawitz Properties, looks at why local elections are crucial…

2 Nov 12AM 18 min

[TOP STORY] Bond market jitters, global yields, and political risk

‘With US Treasury yields spiking to multi-decade highs, you can imagine market participants are getting nervous, so … we took a look at whether that nervousness is warranted or not’ – Anthea Gardner, Cartesian Capital.

30 Oct 2AM 9 min

All episodes