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

Luxury weathers the uncertainty

Loading player...

Independent analyst Jimmy Moyaha unpacks the latest Richemont results – are consumers still splurging on luxury, and does Moody’s slight upgrade signal improving sentiment around SA? Afrimat CEO Andries van Heerden talks through a tough second-half performance as weaker iron ore prices and Nkomati writedowns weigh on results. Mark MacSymon from Private Client Holdings explains why the biggest threat to long-term wealth creation isn’t market volatility – it’s investor behaviour.

25 May 1AM 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