Moneyweb Radio SAfm Market Update with Moneyweb

Market Watcher: Markets focused on profits

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David Shapiro of Otto1890 unpacks the AI bubble and tech stocks. He reviews results from Kumba, Valterra Platinum and Rio Tinto, explores how AI spending is boosting commodities, and discusses the shift from luxury vehicles to Chinese brands and EVs.
29 Jul 1PM English South Africa Business · News

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[FULL SHOW] Valterra results, PIC governance reset, and AI fraud crisis

This evening, we unpack the latest market movements with Otto1890, examine the governance reset at the PIC with Public Interest SA, discuss the implications of fiscal debt traps for long-term investors with Allan Gray, explore the growing AI-driven fraud crisis across Africa with Sumsub, reflect on Valterra Platinum,s record financial…
29 Jul 1PM 54 min
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