The Fog of War makes investment decisions tough

Loading player...
Nick Kunze of Sanlam Private Wealth weighs in on the potential long-term impacts and opportunities as the Iran war moves into its fourth week, and analyses TFG's trading update.
Momentum Group CEO Jeanette Marais on the latest results.
John Biccard of Ninety One on managing being a value investor and undertanding value and risk.
23 Mar 1AM English South Africa Business News · Business

Other recent episodes

Sasol's strong update underpins recovery

Zimele Mbanjwa from FNB Wealth & Investments unpacks Sasol's business performance metrics. Or has the investment case become all about oil prices and geopolitical conflict? Benay Sager from DebtBusters discusses the latest 2026 Money Stress Tracker and what it reveals about the financial pressure facing South Africans. Tertia Jacobs from…
22 Jul 1AM 19 min

Are coal miners worth a look?

Independent analyst Jimmy Moyaha unpacks Thungela – one of his picks in the Moneyweb Investor Challenge. It's been a wild ride for the coal miner, but does it still deserve a place in investors' portfolios? Therese Grobler from Momentum Financial Planning explains why inconsistency is one of the biggest threats…
21 Jul 1AM 20 min