Moneyweb Radio MoneywebNOW

Mondi deal all tapping into the huge American market

Loading player...
Alex Duys from Umthombo Wealth on Mondi’s Canadian expansion. After a solid first half, US markets seem priced for perfection, Craig Antonie from Anbro Capital Investments takes a look. Keith McLachlan from Integral Asset Management on the value proposition for Transaction Capital.
11 Jul 2023 1AM English South Africa Business News · Business

Other recent episodes

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

Trump can’t Taco out of this war

Schalk Louw from PSG Old Oak unpacks Standard Bank’s strong-looking results, with the group now deriving 40% from the rest of Africa, while we also touch on Woolies’s sudden CEO exit and ongoing oil pressure. Ayesha Hatea from TransUnion Africa joins us on the new trends emerging after new vehicle…
13 Mar 1AM 19 min
All episodes