Moneyweb Radio MoneywebNOW

9 July - Rand volatility, manufacturing constraints and the top-valued local brands

Loading player...
Alex Duys of Umthombo Wealth on gold running on rand volatility and Steinhoff selling Conforama France.
Absa Retail and Business Bank's Justin Schmidt on how to unlock the constraints in manufacturing - one of which is buying local. Dr Petrus de Kock, GM for Research at Brand South Africa on the most valuable local brands and the disconnect between brand experience and the business process.
9 Jul 2020 12AM English South Africa Business News · Business

Other recent episodes

Boxer growth story still has room to run

Chantal Marx from FNB Wealth and Investments unpacks Boxer’s latest update as food deflation persists, and explains why the market gave Canal+ results such a warm reception. Sean Kelly from Parity Wealth joins us to discuss growing global fragmentation, what it really means for investors, and how portfolios should adapt…
29 Jul 1AM 20 min

[TOP STORY] Tech bubbles, AI, and emerging markets

‘We actually need periods where the market loses its sensibilities and relaxes its typical risk tolerance, spurring the development of technologies that propel society forward’ - Nico Katzke, head of portfolio solutions, Satrix.
28 Jul 3AM 7 min

Vodacom cuts dividend payout ratio

Danie Dörfling from Moore Infinity unpacks Vodacom's latest update, including the dividend payout ratio cut, and asks whether telcos still deserve a place in an investment portfolio. PayInc CEO Stephen Linnell joins us to discuss the evolution of payments as consumers increasingly shift to apps and digital wallets. Plus, Satrix's…
28 Jul 1AM 22 min
All episodes