Reits are back and they’ve had another great year

Loading player...
Nick Kunze from Sanlam Private Wealth on Netflix’s $72 billion move for Warner Bros, Stor-Age’s book build priced above NAV, and Moody’s decision to hold SA’s rating steady. Craig Lawrence from BDO Wealth Advisers weighs in on why so many South Africans remain underprepared for retirement. Phryne Williams, Capital Assignments CEO, highlights the three big challenges facing South African asset managers today.
8 Dec 2025 12AM English South Africa Business News · Business

Other recent episodes

[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

Markets hold their ground as oil risks rise

Oil remains elevated, but with global drawdowns still fairly modest, Nick Kunze of Sanlam Private Wealth asks whether Sasol’s latest move signals more upside or is simply an oil-leverage trade. Chanal Subramoney from Yellow Card makes the business case for a stable coin strategy. And with the new tax year…
16 Mar 1AM 20 min