Moneyweb Radio MoneywebNOW

Equites results show great potential on cheap valuation

Loading player...
Faheema Adia from Momentum Securities on the Equites Property Fund results as it sees record demand for warehousing space. Independent Analyst Kea Nonyana on healthcare stocks as they come under pressure. Ildiko Gyarmati of CMS South Africa on the spate of delistings, how bad is it and what can reverse the trend?
6 Oct 2022 1AM English South Africa Business News · Business

Other recent episodes

Another great year for local Reits

Keillen Ndlovu, independent property analyst, on another standout year for the local Reit market. Discounts to NAV have narrowed – but are the yields still compelling for investors? Harris Gorre of Grovepoint Investment Management on US private credit: a noisy yet resilient year for middle-market direct lending, where volatility unlocked…
19 Dec 12AM 17 min

Local retail a mixed bag in 2025, but is there value?

Izak Odendaal from Old Mutual Wealth Investment on the inflation and interest-rate outlook for 2026 – and why SA’s long-awaited green shoots are finally starting to surface. Chantal Marx of FNB Wealth and Investments breaks down retail in 2025: clothing under strain, food flat, vehicle sales unexpectedly robust – and…
18 Dec 12AM 20 min

[TOP STORY] A good time to be a farmer in SA

Wandile Sihlobo from the Agricultural Business Chamber of SA looks back on 2025 crops, widespread foot-and-mouth vaccination, tariffs and the need for export diversification.
17 Dec 2AM 8 min
All episodes