Moneyweb Radio MoneywebNOW

Euro defence stocks offer value in the new world order

Loading player...
Kea Nonyana from Scope Prime unpacks where he’s spotting value in the markets – and how much longer he thinks the rand can hold its strength. Dino Zuccollo of Westbrooke Alternative Asset Management on why high-net-worth investors are ditching traditional assets in favour of alternatives. Tumi Loate from 36ONE Asset Management talks investing and managing risk in a world of real-time breaking news.
3 Jul 2025 1AM English South Africa Business News · Business

Other recent episodes

China: A beacon of opportunity amid global uncertainty?

Almost three weeks into the Iranian war, what’s the impact on global equity markets? Anchor’s Reko Nare unpacks the pressure points, with emerging markets taking more pain than developed peers. Tian Pan from Prescient China outlines the investment case for China – and what sets their new PANDA actively managed…
18 Mar 1AM 19 min

[TOP STORY] GDP limited as a measure of SA’s economic health

‘If we're underestimating our booms, it means people are going to put less money into the economy than they actually should. … [If] investment is down, GDP is down’ – Helenya Fourie, senior economist at the Bureau for Economic Research.
17 Mar 2AM 5 min

Market brushes off Optasia’s strong results

Independent analyst Jimmy Moyaha unpacks Optasia’s results as the stock trades below its 1900c IPO price. Helanya Fourie from Bureau Economic Research explains why GDP is no longer enough – and why we need a faster, more responsive alternative. Plus, Jono Bowling from Standard Bank Group breaks down the auto…
17 Mar 1AM 20 min
All episodes