Moneyweb Radio MoneywebNOW

2025: Why PGM stocks are a buy

Loading player...
Zak Calisto, CEO of Karooooo, reflects on results that showcased another quarter of strong growth, particularly in Southeast Asia. Meanwhile, Ian Anderson from Merchant West Investments examines the strong performance of Reits in 2024 and shares insights on their prospects for the year ahead. Independent analyst Jimmy Moyaha discusses whether, after years of struggle, it might finally be time for PGM stocks.
16 Jan 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Looking at the US and its markets in 2025

‘Across the board for many high-quality businesses ... having to pay PE ratios north of 35 seems a little high at this stage. So we're just taking a fairly defensive stance on US equities’– Independent Securities CIO Simon Fillmore.
17 Jan 2AM 7 min

Despite stock jump Richemont still isn’t pricey

Alex Duys from Umthombo Wealth discusses Richemont’s strong update, which drove the stock to all-time highs, and PPC’s new R3 billion cement plant in the Western Cape. Simon Fillmore of Independent Securities shares his market outlook for 2025 and adjacent AI ideas. Simon shares his thoughts on fees – the…
17 Jan 12AM 19 min

US proposes banning AI chip exports to all but 18 countries

Viv Govender of Rand Swiss shares insights on the Biden administration's updated export rule for AI chips, which has knocked Nvidia and ETFsa's Nerina Visser on understanding the distribution Sens announcements from ETFs. Ruan Maré of the Competition Commission on the fresh produce market inquiry that has far-reaching implications for…
14 Jan 11PM 24 min
All episodes