FULL SHOW: Hotel gains, G20 insights, and valuation opportunities

19/11/2025 53 min
FULL SHOW: Hotel gains, G20 insights, and valuation opportunities

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Episode Synopsis

Southern Sun CEO Marcel von Aulock breaks down the group’s 5% revenue rise and strong domestic performance; Trevor Manuel shares exclusive insights from the B20, saying the G20 remains too important to abandon despite unpredictable member states; Allan Gray’s Pieter Koornhof on valuation-oriented investing; and Lorato Tshenkeng unpacks how strategic communication is shaping media, policy and digital engagement across Africa. SAfm Market Update - Podcasts and live stream