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Clicks sells off following its latest results – we unpack the market reaction with Petri Redelinghuys from Herenya Capital Advisors. Is this about the numbers, or a consumer under growing pressure? Warren Buhai of STANLIB Asset Management weighs in on rising private credit risks in the US – and whether they pose any real threat locally. Plus, Simon’s take on big leadership shifts: Reed Hastings steps back from Netflix, and Tim Cook exits Apple – what does it mean for markets and investor confidence?
Guests on today’s show:
Petri Redelinghuys:Herenya Capital
Warren Buhai: STANLIB Asset Management
#Clicks #cautions #restofyear #trading