[FULL SHOW] Growthpoint’s property pivot, Acsa results, and Hyprop’s optimisation
![[FULL SHOW] Growthpoint’s property pivot, Acsa results, and Hyprop’s optimisation](https://cdn-images-3.listennotes.com/podcasts/safm-market-update-with-moneyweb-moneyweb-toKyw6UBF-7-HwWBsSfTlAX.300x300.jpg)
This evening, we round up the latest market movements with Otto1890, unpack Growthpoint’s property pivot, examine Acsa’s continued recovery, explore how Allan Gray turns investment ideas into returns, look at Hyprop’s boost in distributable income and, in our Executive Lounge, we speak to Unathi Ki…
When AgTech Works (and Why)
AgTech has a ketchup sandwich problem.
In other words, there's a lot of technology and "innovation" being created, but increasingly, it's technology and innovation that no farmer or agribusiness really wants. It's a ketchup sandwich.
How to avoid making— and buying— these agtech ketchup sandwiche…
445. An August recap with AgriNovus' Christy Wright + Libby Fritz on heavy rain, Velocity startups, Elevate Ventures' Agbioscience Workshop,
August was a wet one! We kick this episode off by recapping Indiana's heavy rains and its impact on the state's agbioscience ecosystem. Highlights include: Velocity's 12 startups, an accelerator update and AgriNovus' Senior Director of Innovation Tim Dixon's required reading list for innovators (pl…
Investment Podcast #42 - Driving Bottom-Up Performance
When markets become captivated by the next big theme, some of the best opportunities can emerge in the places investors have stopped looking. In this episode, host Ben Nash is joined by Allan Gray senior investment specialist Chris Hestelow to explore how a contrarian, bottom-up approach is finding…
[FULL SHOW] MPC decision, US-SA diplomacy, and the future of safer mobility
This evening, we unpack the latest market movements with Otto1890, explore the future of US-SA relations with Mistra, celebrate the fourth Hall of Femme Awards with IWFSA, examine behavioural biases and investment decisions with Allan Gray, profile the entrepreneurial journey of Bravo Afrika Holdin…
Mind the gap: Avoiding behavioural traps in changing markets
Dr Horacia Naidoo-McCarthy – Manager of institutional clients team, Allan Gray SAfm Market Update - Podcasts and live stream
The New Tool That Will Help South Africans Spot Scams - Episode #225
In Today’s Roundup:
One of the biggest threats to your bank account might not be a hacker, but someone convincing you to hand over the keys yourself. South Africans lost R2.4 billion to digital banking crime last year, and Truecaller is now turning years of scam data into a free tool for checking s…
Un-Predicting the Future of Agribusiness
Uncertainty is the name of the game in ag today, and when it comes to strategy, traditional tools like SWOT analysis and strategic plans don't stand a chance.
From rising farm debt and dicey trade policies to geopolitical breakdowns and the unpredictable arms race of AI, the risks facing farms and…
[FULL SHOW] Energy procurement, WhatsApp scams, and offshore investment changes
This evening, we unpack the latest market movements with Otto1890, explore the new energy procurement programme with the Department of Electricity and Energy, examine PwC’s latest local mining report, discuss the implications of the Regulation 28 changes with Allan Gray, commemorate mark Cybersecur…
Changing Regulation 28: A solution looking for a problem
Thalia Petousis – Portfolio manager, Allan Gray SAfm Market Update - Podcasts and live stream
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