Moneyweb Radio MoneywebNOW

US tech: Overpriced or ready to soar?

Loading player...
Kea Nonyana from Scope Prime discusses key market movements in 2024, focusing on gold, Sasol, and commodities. He also reflects on his standout moments of the year and ponders whether the US tech rally can continue into 2025.

Johann Els from Old Mutual shares his insights on the inflation outlook and potential rate cuts for 2025, exploring the possibility of a late US rate hike and whether the Sarb’s MPC is now targeting the lower end of the CPI range at 3%.
20 Dec 2024 12AM English South Africa Business News · Business

Other recent episodes

Anglo American update highlights the quality of the business

Kea Nonyana from PrimeXBT unpacks Mr Price's latest trading update, alongside production updates from Anglo American and Kumba. Mark Salmon from Differential Capital explains the firm's acquisition of Cementation Africa from Murray & Roberts's business rescue, how the deal was structured, and whether a future listing is on the cards…
24 Jul 1AM 20 min

Pepkor vs Mr Price: Why Pepkor is winning the investment case

Faheema Adia from Momentum unpacks Pepkor's deal to combine Flash and Shop2Shop, creating a R20 billion revenue business. Maahir Jakoet of the Old Mutual Global Islamic Equity Fund explains Shari’ah investing and why it can be an effective low-volatility strategy for a wide range of investors. Plus, Mark Diuga, CEO…
23 Jul 1AM 22 min
All episodes