[TOP STORY] Evaluating banks and retail amid resource stock success

Loading player...
Ninety One’s Hannes van den Berg highlights where real value still lies locally – and the risks – as precious metal miners dominate 2025 returns.
27 Oct 2025 3AM English South Africa Business News · Business

Other recent episodes

Tiger Brands defends big brand pricing

Alyssa Viljoen from Merchant West Investments unpacks the Tiger Brands results and assesses the investment prospects after a disappointing year. Kieran Witthuhn from Anchor discusses their two actively managed ETFs, explaining how AMETFs work and the potential benefits for investors. Eshmael Mpabanga of Intellect Design Arena explores how AI is…
2 Jun 1AM 20 min

Rates have only just started rising – retailers are already struggling

Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem’s latest results – revenue growth, but little else to cheer – and Spar’s shock update that sent the share price to multi-year lows. Grant Webster from Ninety One discusses how emerging markets have become increasingly resilient to external shocks and why investors…
1 Jun 1AM 20 min