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EPISODE · Feb 2, 2026 · 7 MIN
[TOP STORY] Are SA assets on the brink of a rerating?
from MoneywebNOW · host Simon Brown
David Fraser of Peregrine Capital believes that SA’s exposure to both gold and the PGM basket is going to provide ‘a great tailwind for next year’.
What this episode covers
David Fraser of Peregrine Capital believes that SA’s exposure to both gold and the PGM basket is going to provide ‘a great tailwind for next year’.
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[TOP STORY] Are SA assets on the brink of a rerating?
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How long is this episode of MoneywebNOW?
This episode is 7 minutes long.
When was this MoneywebNOW episode published?
This episode was published on February 2, 2026.
What is this episode about?
David Fraser of Peregrine Capital believes that SA’s exposure to both gold and the PGM basket is going to provide ‘a great tailwind for next year’.
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