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From asset light to asset heavy: The hyperscaler pivot artwork
Society & Culture

From asset light to asset heavy: The hyperscaler pivot

MoneywebNOW by Moneyweb Radio

Aug 7, 202620:30Society & Culture

Matete Thulare from Investec unpacks Sappi's strong results and the slightly improved trading update from Pick n Pay. Dhersan Chetty, from Foord Asset Management, looks at how SA's increasingly thrifty shopper is reshapi...

About This Episode

From asset light to asset heavy: The hyperscaler pivot is an episode from MoneywebNOW by Moneyweb Radio. Matete Thulare from Investec unpacks Sappi's strong results and the slightly improved trading update from Pick n Pay. Dhersan Chetty, f...

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Episode Details

Published Aug 7, 2026, 20:30 long, audio available.