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Listen "Rare earth minerals and the AI boom"
Episode Synopsis
Petri Redelinghuys from Herenya Capital Advisors weighs in on the AI surge: Is this shaping into a bubble, should investors be cautious, or is the next big cue simply Nvidia’s results next Wednesday?
Ian Anderson from Merchant West Investments on another excellent year for local Reits.
Louw van Reenen of Beefmaster Group on why access to Asian markets is key for South Africa’s beef industry – and how opening these channels could reshape demand.
Ian Anderson from Merchant West Investments on another excellent year for local Reits.
Louw van Reenen of Beefmaster Group on why access to Asian markets is key for South Africa’s beef industry – and how opening these channels could reshape demand.
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