EPISODE · Mar 5, 2026 · 19 MIN
Markets are shrugging off war concerns
from MoneywebNOW · host Simon Brown
Kea Nonyana from PrimeXBT unpacks Woolworths’s latest results – is the fashion segment finally turning the corner? And after the recent war-driven market selloff, has he been buying the dip or staying on the sidelines? Cashbuild CEO Werner de Jager joins to discuss results that delivered margin expansion despite price inflation of just 0.8% – what’s driving the resilience in the building materials retailer? Philip Short, global fund manager at Flagship Asset Management, weighs in on how investors should think about the rand, particularly when balancing local portfolios with offshore investments.
What this episode covers
Kea Nonyana from PrimeXBT unpacks Woolworths’s latest results – is the fashion segment finally turning the corner? And after the recent war-driven market selloff, has he been buying the dip or staying on the sidelines? Cashbuild CEO Werner de Jager joins to discuss results that delivered margin expansion despite price inflation of just 0.8% – what’s driving the resilience in the building materials retailer? Philip Short, global fund manager at Flagship Asset Management, weighs in on how investors should think about the rand, particularly when balancing local portfolios with offshore investments.
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Markets are shrugging off war concerns
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