EPISODE · Jun 1, 2026 · 20 MIN
Rates have only just started rising – retailers are already struggling
from MoneywebNOW · host Simon Brown
Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem’s latest results – revenue growth, but little else to cheer – and Spar’s shock update that sent the share price to multi-year lows. Grant Webster from Ninety One discusses how emerging markets have become increasingly resilient to external shocks and why investors are taking notice. Jonty Sacks from Jaltech explains what happens when a Section 12J investment reaches its mandatory five-year maturity – and the key tax considerations investors need to understand.
What this episode covers
Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem’s latest results – revenue growth, but little else to cheer – and Spar’s shock update that sent the share price to multi-year lows. Grant Webster from Ninety One discusses how emerging markets have become increasingly resilient to external shocks and why investors are taking notice. Jonty Sacks from Jaltech explains what happens when a Section 12J investment reaches its mandatory five-year maturity – and the key tax considerations investors need to understand.
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Rates have only just started rising – retailers are already struggling
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