DiscoverThe Investment Perspective, with Ninety One#59 Is SA Inc poised for a breakout?
#59 Is SA Inc poised for a breakout?

#59 Is SA Inc poised for a breakout?

Update: 2025-12-08
Share

Description

The JSE has delivered a standout year, led by resource names, but the real story, according to John Biccard, is only just starting. He explains why SA Inc is primed for a powerful re-rating, what the bond–equity divergence really tells us, and which sectors and stocks will dominate his portfolio as it enters 2026 with conviction.

Hosted on Acast. See acast.com/privacy for more information.

Comments 
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

#59 Is SA Inc poised for a breakout?

#59 Is SA Inc poised for a breakout?