[FULL SHOW] Ninety One’s 12% rise, Canal+ listing on the JSE, and AI investment trends

Loading player...
This evening, we wrap up the day’s market movements with Otto1890, discuss major
acquisitions that strengthened asset management strategy at Ninety One, examine
the significance of the Canal+ listing for local markets with the JSE, explore energy
and carbon performance certificates with Looksee, consider what history can teach
us about investing and AI with Allan Gray, and in this week’s Executive Lounge, we
follow the journey of Dr Phindile Msomi from the Hazile Group.
3 Jun 1PM English South Africa Business · News

Other recent episodes

[FULL SHOW] Eskom tariffs in parliament, iOCO results, and Denel’s R30bn pipeline

This evening, we unpack the latest market movements with Otto1890, examine iOCO’s strong results and acquisition-led growth with CEO Rhys Summerton, discuss Denel’s plans to build a R30bn pipeline with independent defence analyst Kobus Marais, look at Eskom’s appearance before parliament to discuss tariff changes with energy expert Tshepo Kgadima,…
14 Oct 1PM 54 min

Market Watcher: CPI: A tale of two economic giants

David Shapiro of Otto1890 unpacks the latest CPI figures from China and the US, interest rate outlooks, mixed global market performance, contrasting bank and AI earnings, and stubbornly high oil prices. Despite geopolitical tensions, he explains why he remains optimistic about markets ending the year strongly.
14 Oct 1PM 7 min