This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Is the AI trade hitting a wall?

Loading player...

Matete Thulare from RMB discusses whether the US tech selloff marks the end of the rally or just a correction in a longer trend.
Anchor's Michael Ncube shares his insights on investing in uranium and his top stock pick.
Wandile Sihlobo from the Agricultural Business Chamber of South Africa talks about global food prices peaking and forecasts for 2024.

28 Jul 2024 10PM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Credit crunch for the golden years

Eighty20 director Andrew Fulton points out that only 10% of South Africans believe they'll be able to retire comfortably at age 60.

11 Mar 11PM 5 min

Strong OUTsurance results pays special dividend

Shaun Dendere, independent analyst, weighs in on OUTsurance’s strong performance and special dividend, and looks at Harmony’s results – and what the market didn’t like. Metair delivered solid profits from continuing operations. But a lingering concern remains. Paul O'Flaherty, CEO of Metair, joins us to discuss the results and the…

11 Mar 10PM 19 min

From crude to CPI: how oil swings shape inflation and rates

Old Mutual Wealth investment strategist Izak Odendaal thinks the Sarb will consider the bigger risk here to be a rise in the unemployment rate.

10 Mar 11PM 6 min

Weaver Fintech growth bursts as it signs Shoprite, Takealot

Zimele Mbanjwa from FNB Wealth and Investments unpacks the latest Absa results. The bank screens as the cheapest locally – but do the numbers actually translate into real value for investors? Sean Wibberley, CEO of Weaver Fintech, joins us as the company hits four million customers and lands major partners…

10 Mar 10PM 19 min

[TOP STORY] Three key investment trends for South Africans

Bryn Hatty of Stonehage Fleming Investment Management SA explores the transformative impact of AI beyond tech giants and stresses the growing role of private markets.

9 Mar 11PM 6 min

All episodes