O TYM ODCINKU
Kea Nonyana from PrimeXBT unpacks Alphabet’s latest results, with capex now approaching $200 billion, and what they mean alongside Intel’s numbers. Peregrine Capital CEO Jacques Conradie joins us to discuss technological advancements and the biggest macro risks facing the local market. Plus, Thomas Berry from PSG Wealth shares how to make the most of tax allowances to help grow your wealth.
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Afryka Południowa
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WYSZUKAJ MINIONE ODCINKI
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INNE ODCINKI W TYM PODCASCIE
Truffle Asset Management’s Etienne Roux shares the investment philosophy, downside protection and strategy of the Amplify Wealth Protector Fund.
Is Pick n Pay really turning around, or is Boxer masking the cracks? Merchant West Investments’s Alyssa Viljoen unpacks the results. Ninety One’s John Stopford warns of risks to equities as bonds and stocks diverge, while PSG Asset Management’s Dirk Jooste explains how understanding your Regulation…
Property analyst Keillen Ndlovu quotes Zodidi Mabaso from Salga as reporting that at most municipalities ‘almost half of the purified water gets lost … through leakages, water-pipe bursts, theft, and non-payment’.
Nick Kunze from Sanlam Private Wealth previews Pick n Pay’s results and unpacks the surge in oil and Sasol. Truffle Asset Management’s Etienne Roux on the secrets to a decade of successful investing. Plus, Juan Carlos from Artigas World Gold Council on how digital gold could attract a new generatio…
John Stopford, head of multi-asset income at Ninety One, talks us through why higher bond yields are typically negative for equities, and what investors need to know.
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