MoneywebNOW: Recent Episodes

Moneyweb Radio

Moneyweb brings you the latest in business and financial news in our new morning podcast: MoneywebNOW with Simon Brown.

The show will offer the latest in business, trading and company news to best prepare listeners for the day ahead. It will be live-streamed via the Moneyweb website and mobile app between 06:30 and 06:50.

'If you are invested in emerging markets right now, we're not saying sell your position' – Duma Mxenge from Satrix.

Dylan Bradfield from Sharenet unpacks Friday’s US jobs data and the latest Spur update, where adjusted Heps remains positive. Maarten Ackerman, chief economist at CAM Asset Management, looks at the long-term economic impact of the war in Iran. And Duma Mxenge from Satrix explains why chasing famous names is likely to hurt long-term returns.

Dhersan Chetty, equity analyst at Foord Asset Management, breaks down consumer confidence, discount strategies and private label growth among major retailers.

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 reshaping the retail landscape. Simon shares his thoughts on why hyperscalers are shifting from asset-light balance sheets to far more asset-heavy business models.

Prof Reza Daniels of Stellenbosch University explains how good data and careful analysis are South Africa’s best tools against economic uncertainty.

Kea Nonyana from PrimeXBT on precious metal miners as PGMs surged and gold followed, plus updates from Super Group and Sabvest. Professor Reza Daniels from Stellenbosch University on how to know when economic data is reliable. Marc Dhalluin, CEO and co-founder of TruthsetsOnline, on online ad fraud and why up to half of digital ads may never be seen by a human.

'The risk that is emerging is a sort of geopolitical risk where access to your competitive advantage through AI could be cut off' – Dawie Scholtz, managing director and partner at Boston Consulting Group, BCG.

Zimele Mbanjwa from FNB Wealth & Investments unpacks Nedbank's seemingly flat results – and why removing the impact of the Ecobank stake disposal reveals a much stronger underlying performance. Dawie Scholtz from Boston Consulting Group discusses SA's critical AI crossroads as it weighs US versus Chinese technology. Duncan Armitage from Anchor shares practical investing lessons for 25-year-olds looking to make the right financial decisions early.

‘This release is quite interesting. Its decline this time around hides more positive things than it reveals’ – Absa economist Sello Seleke.

Gary Booysen from Rand Swiss unpacks the US earnings season, with around two-thirds of the S&P 500 having reported – what's stood out, for better or worse? Sello Sekele from Absa CIB breaks down the latest July PMI data and explains why weaker readings may not be entirely bad news. Plus, Francis Marais of Old Mutual Wealth shares how to get offshore diversification right and avoid the common pitfalls.

Thethe Mokele from Pinsent Masons explores the decline of SA’s construction sector and the rise of SMEs through joint ventures and government support.

Petri Redelinghuys from Herenya Capital Advisors unpacks AngloGold Ashanti's results and asks whether gold miners are still worth holding. Thethe Mokele of Pinsent Masons explores the key shifts reshaping South Africa's construction industry, while Shaun Meintjes from Consult by Momentum shares practical insights on preparing your children to inherit your wealth.

‘I think it's vital that people understand that once you've given the funds to the trust, they now belong to the trustees to look after for the benefit of the beneficiaries’: Elana Nel, fiduciary specialist at Ninety One.

Josh Viljoen from Merchant West Investments unpacks Mondi's tough results – and why the market still liked what it saw – before turning to Woolies's trading update, which points to a challenging second half. Elana Nel from Ninety One explains whether a foreign trust has a place in your estate plan and the key considerations before making that decision. Simon shares his thoughts on why deflation is a growing problem for retailers – and why consumers may not benefit as much as they expect.

Andrea Slabber from Trade Intelligence considers the steep rise in online gambling a big factor curbing growth over the past year.

Dylan Bradfield from Sharenet, unpacks Valterra's very strong results despite softer PGM prices over the period, and shares his quick take on the latest FOMC decision. Andrea Slabber from Trade Intelligence joins us with fresh insights into SA's R109 billion liquor retail market. Kasief Isaacs, CEO of Creation Capital, discusses the firm's newly launched R3 billion hybrid debt fund and its aim to close the funding gap for SA's underserved mid-corporate market.

Sean Kelly of Parity Wealth explores why the ‘Mag Seven’ isn't the only game in town anymore.

Chantal Marx from FNB Wealth and Investments unpacks Boxer’s latest update as food deflation persists, and explains why the market gave Canal+ results such a warm reception. Sean Kelly from Parity Wealth joins us to discuss growing global fragmentation, what it really means for investors, and how portfolios should adapt. Jason Green from Fedgroup rounds out the show with a look at SA’s private credit market and the funding behind the R242 million Vikela Safari Lodge.

‘We actually need periods where the market loses its sensibilities and relaxes its typical risk tolerance, spurring the development of technologies that propel society forward’ - Nico Katzke, head of portfolio solutions, Satrix.

Danie Dörfling from Moore Infinity unpacks Vodacom's latest update, including the dividend payout ratio cut, and asks whether telcos still deserve a place in an investment portfolio. PayInc CEO Stephen Linnell joins us to discuss the evolution of payments as consumers increasingly shift to apps and digital wallets. Plus, Satrix's Nico Katzke explores asset bubbles, the mistakes investors repeatedly make, and how to avoid getting caught up in market euphoria.

'It's a bit of a wild time, but it's certainly very exciting to figure out what to do' – Jacques Conradie, CEO of Peregrine Capital.

Kea Nonyana from PrimeXBT unpacks Alphabet’s latest results, with capex now approaching $200 billion, and what they mean alongside Intel’s numbers. Peregrine Capital CEO Jacques Conradie joins us to discuss technological advancements and the biggest macro risks facing the local market. Plus, Thomas Berry from PSG Wealth shares how to make the most of tax allowances to help grow your wealth.

Mark Salmon from Differential Capital explains the firm's acquisition of Cementation Africa from Murray & Roberts's business rescue, how the deal was structured, and whether a future listing is on the cards.

Kea Nonyana from PrimeXBT unpacks Mr Price's latest trading update, alongside production updates from Anglo American and Kumba. Mark Salmon from Differential Capital explains the firm's acquisition of Cementation Africa from Murray & Roberts's business rescue, how the deal was structured, and whether a future listing is on the cards. Simon also shares his take on two major AI breakthroughs from the past week: ChatGPT's hacking success on Hugging Face and the launch of Kimi K3.

'A great example we're working on is the tokenisation of a vineyard near Stellenbosch in the Western Cape’ – Bitexen CEO Mark Diuga.

Faheema Adia from Momentum unpacks Pepkor's deal to combine Flash and Shop2Shop, creating a R20 billion revenue business. Maahir Jakoet of the Old Mutual Global Islamic Equity Fund explains Shari’ah investing and why it can be an effective low-volatility strategy for a wide range of investors. Plus, Mark Diuga, CEO of Bitexen South Africa, joins us to discuss digital ownership and why the tokenisation of assets could shape the future of investing.

‘I think we're looking at an environment where rates can perhaps stay higher for longer’ – Tertia Jacobs, Treasury Economist and Fixed Income Specialist, Investec.

Zimele Mbanjwa from FNB Wealth & Investments unpacks Sasol's business performance metrics. Or has the investment case become all about oil prices and geopolitical conflict? Benay Sager from DebtBusters discusses the latest 2026 Money Stress Tracker and what it reveals about the financial pressure facing South Africans. Tertia Jacobs from Investec looks ahead to this week's key macro events: Wednesday's CPI data and Thursday's MPC interest rate decision.

‘What we're seeing now is that for the under- and over-60s side hustles are becoming the new normal’, notes Renee Coughlan from FNB Wealth and Investments.

Independent analyst Jimmy Moyaha unpacks Thungela – one of his picks in the Moneyweb Investor Challenge. It's been a wild ride for the coal miner, but does it still deserve a place in investors' portfolios? Therese Grobler from Momentum Financial Planning explains why inconsistency is one of the biggest threats to long-term investing success. Renee Coughlan from FNB Wealth and Investments discusses the latest retirement survey, which shows more South Africans now have a retirement plan in place.

‘Monetary policy for us is one of the bigger risks that we see at the moment’ – Warren Buhai, senior portfolio manager at STANLIB Asset Management.

Nick Kunze from Sanlam Private Wealth unpacks the sharp selloff in tech, with the Nasdaq now down more than 8%, while US bank earnings continue to impress. Warren Buhai from STANLIB Asset Management asks whether AI remains a compelling investment opportunity or if it's becoming a growing source of risk. Keith McLachlan of Element Investment Managers weighs in on Netflix's results, the decision to stop reporting engagement data, and why the market hit the stock.

In expounding on Akamatsu’s 'flying geese' theory, First Avenue Investment Management’s Hlelo Giyose highlights domestic champions who solidify their home base and then take their businesses overseas.

Alyssa Viljoen, MD of Merchant West Investments, unpacks BHP Group's latest update. With copper and iron ore driving the story, is BHP now a stronger investment case than Anglo American? Hlelo Giyose, CIO at First Avenue Investment Management, explains his "flying geese" theory and why emerging market domestic champions are increasingly taking their businesses beyond their home borders. Simon shares his thoughts on the IPO hype cycle and why retail investors so often end up left holding the bag.

Ricardo Smith from Absa Investments weighs up consumer pressures, inflation and what to expect.

'They're not there to incriminate everyone or try to restructure the market. They want to understand the market. They want to see how it operates' – Mark Thomas. Pinsent Masons.

Chantal Marx from FNB Wealth and Investments unpacks whether there's still value in Bytes after the tech stock has surged more than 50% since April. We also discuss softer-than-expected US inflation and why it's good news for markets. Mark Thomas from Pinsent Masons examines the Competition Commission's investigation into SA's franchising sector, while Harry Scherzer, CEO of Future Forex, explains why planning your forex needs early can save you money and stress.

CEO Charles Savage shares the group’s integration of Telescope AI to deliver smarter, AI-driven investment solutions.

Kea Nonyana from Prime XBT unpacks De Beers’s decision to shut its South African mine and what TSMC’s 36% revenue surge says about the strength of ongoing AI-driven chip demand. Charles Savage, CEO of Purple Group, explains the rationale behind the group's $10.75 million acquisition of Telescope AI and what it means for the business. Professor Adré Schreuder from UP discusses the latest Customer Experience Index, which, for the first time, includes investment firms, revealing how the sector measures up.

JustMoney’s Sarah Nicholson explains the prevalence and operations of these group saving schemes , which range from informal cash holdings to formal banking and investment-type options.

Nick Kunze from Sanlam Private Wealth asks whether there's any value left in battered paper stocks Sappi and Mondi, and what ongoing geopolitical tensions mean for the oil price. Harris Gorre from Grovepoint Investment Management unpacks the booming private credit market and whether Jamie Dimon's "cockroaches" warning is starting to emerge. Sarah Nicholson from JustMoney shares practical tips on how to make stokvels work better for members and build lasting financial success.

'South Africa's economy has been resilient to shocks, but the resilience is also part of why it stagnates' – Aroni Chaudhuri, chief Africa economist at Coface

China is lagging its global peers more than at any point in 25 years. PSG Old Oak’s Schalk Louw explains why. Coface’s Aroni Chaudhuri on the global outlook, the Iran conflict, and what it means for local GDP growth and inflation. Simon asks: Are Meta and xAI selling data centre capacity a warning sign for the AI buildout?

‘Spar is the clearest example of where market concerns are actually firmly grounded in observable fundamentals': AG Capital’s Casey Sprake.

Tourism continues to recover, but where's the investment opportunity? Faheema Adia from Momentum unpacks the latest tourism data, the outlook for local leisure stocks, and what Hyprop's accelerated bookbuild means for investors. Short sellers have been increasing their bets against South African retailers. Casey Sprake from AG Capital explains what's driving those positions, what they're signalling, and the risks investors should be watching. Mathew Haswell from Refiant discusses their locally developed AI model, which they say offers 10x the memory of Claude and ChatGPT, and what sets it apart.

‘We found that technology friction is effectively a hidden productivity tax that never really shows up on any dashboard' – Altron Digital Business MD Craig Stewart.

Kea Nonyana from PrimeXBT asks whether there’s still an energy trade in a world awash with oil, and shares where he’s finding value in the US beyond the tech giants. Craig Stewart from Altron Digital Business unpacks the employee experience of workplace technology, and why there’s often a gap between the tools staff need and what they actually have. Dr Wiehann Olivier from Forvis Mazars explains Sars's new crypto tax guide, what it means for investors, and the grey areas to keep an eye on.

'If you leave the process too late, there's going to be nothing left to rescue' – Eric Levenstein, director and head of the Insolvency and Business Rescue Department at Werksmans Attorneys.

Independent analyst Jimmy Moyaha unpacks Clicks, now trading on a PE roughly half its decade-long average. Is this a rare value opportunity, or are investors witnessing a changing of the guard? Eric Levenstein of Werksmans Attorneys discusses the business rescues of Murray & Roberts and Group Five, and what their success says about South Africa’s rescue framework. Frank Knight, CEO of Debtsource, looks at the risks elevated interest rates continue to pose for South African businesses.

Ian Anderson of Merchant West Investments discusses the sector’s 4.2% return in June alone, Delta Property Fund’s 50% surge and Hyprop and Vukile expanding in Europe.

Nick Kunze from Sanlam Private Wealth unpacks Hudaco's results in a tough trading environment and whether Japan's weak yen, rising yields and stronger markets are creating opportunity. Ian Anderson from Merchant West Investments reviews first-half Reit performance and the appeal of Italian property deals. Chris Fraenkel, Wealth Manager at Private Client Holdings, discusses the saving habits of Gen Z and Gen Alpha.

'I would really point all of your listeners to our recent central bank survey; it's a master class in being able to see what everybody's thinking’ – Taylor Burnette, World Gold Council.

Reko Nare from Anchor unpacks the growth of AMETFs in SA and globally, what's driving adoption, and where they add the most value. Taylor Burnette from the World Gold Council discusses the Gold Mid-Year Outlook 2026 and what lies ahead for the gold price this year. Simon weighs in on OpenAI's reported proposal to give the US government a 5% stake ahead of its anticipated IPO.

David Crosoer from PPS Investments reflects on how post-retirement investing is perhaps forcing a rethink.

Kea Nonyana from PrimeXBT unpacks South32's $5.6 billion sale of its Richards Bay aluminium smelter to Alcoa, before looking back at the first half of the year, with the JSE and gold under pressure while US equities, South Korea and oil emerged as the standout winners. David Crosoer from PPS Investments explains why he's rethinking the traditional equity-heavy portfolio. John Taylor from Liberty discusses the firm's Messy Middle research, focusing on the financial realities facing professionals aged 35 to 55.

‘Instead of trying to be particularly right on something, I think it's more important to prepare for those different potential outcomes' – Sean Neethling, Head of Investments at Morningstar.

Zimele Mbanjwa from FNB Wealth & Investments unpacks Absa's trading update. The stock looks cheap, but the market clearly didn't like what it saw. Ruen Naidu from Ninety One discusses what a new Fed chair with a hawkish stance and a structural reform agenda could mean for markets. Sean Neethling from Morningstar explains why investment success is less about making perfect forecasts and more about being prepared for a wide range of possible outcomes.

‘One of the biggest risks in choosing benchmarks is that you don't match what you actually want as an objective’ – Satrix Quantitative Portfolio Manager Siyabulela Nomoyi.

Independent analyst Jimmy Moyaha unpacks the Naspers and Prosus results as Takealot delivers an adjusted Ebitda profit – but is the story still all about Tencent? Invicta CEO Steven Joffe joins us to discuss results showing 50% of revenue now comes from offshore operations as tough local trading conditions persist. Plus, Satrix’s Siyabulela Nomoyi explains why choosing the right benchmark is one of the most important investment decisions you’ll make.

The best opportunities which we fund are when there's cross-collaboration between faculties – and that's when you really get something unique. Wayne Stocks, Stocks & Strauss.

Nick Kunze from Sanlam Private Wealth unpacks this week’s fuel price cuts and why South African consumers still have little reason to celebrate. We also discuss South Korea’s market volatility despite surging global chip demand. Horacia Naidoo-McCarthy from Allan Gray explains how uncertainty often drives poor investor behaviour – and how to avoid the common traps. Wayne Stocks of Stocks & Strauss looks at why investment funds are increasingly turning to universities and alumni networks as fertile sources of investable technology.

‘I think employers can play a very meaningful role in assisting and supporting [their] people’ – John Anderson from Sanlam Corporate Investments.

Schalk Louw from PSG Old Oak unpacks Hyprop's strong update and why value stocks and emerging markets are outperforming this year, while the Mag 7 trade near their lowest valuations for 2026. Sanlam Corporate's John Anderson discusses the findings of the 45th Sanlam Benchmark Survey, exploring how South Africans are saving and making retirement decisions. Plus, Simon shares his thoughts on true long-term investing: buy well, then forget about selling.

‘I think we're going to see more of that sort of luxury spending still under pressure in the second half of the year and more of a focus on the essential spending’ – Independent economist Elize Kruger.

Kea Nonyana from PrimeXBT unpacks the latest updates from Growthpoint and Nedbank, and what they mean for investors. Vunani CEO Ethan Dube joins us to discuss the group’s return to profitability and its decision to pay out most of Heps as a dividend. Economist Elize Kruger weighs in on the latest PayInc data, which shows real take-home pay has fallen to a two-year low, adding further pressure to consumers.

'I think we go into an environment where a lot of your traditional safe-haven assets aren't really showing up as providing their protection anymore' – OMIG portfolio manager Jason Swartz.

Chantal Marx FNB Wealth & Investment on ASP Isotopes as they announce Renergen has a first contract fo the supply of helium.

Jason Swartz, Portfolio Manager, Old Mutual Investment Group on the Thucydides Trap and what Xi Jinping meant at teh recent US China summit.

John Loos independent Economist on the SARB Composite Leading Business Cycle Indicator falling in April.

Economist Dr Roelof Botha reflects on Alan Greenspan’s legacy, Gill Marcus’s MPC tenure, and highlights of the Q1 2026 Afrimat Construction Index.

Alyssa Viljoen, MD at Merchant West Investments, unpacks Standard Bank’s five-month update and asks whether SA’s banks still offer value – and which names stand out. Bianca Botes from Citadel Global discusses why every board needs a clear FX policy and how companies should approach currency risk. Plus, economist Dr Roelof Botha reflects on the Q1 2026 Afrimat Construction Index and the passing of Alan Greenspan.

'Fees are the silent killer of wealth; they're also the most underestimated variable in the whole retirement planning process' – Andre Tuck, 10x Investments.

Nick Kunze from Sanlam Private Wealth unpacks the latest Naspers and Prosus trading update after both shares have come under pressure, and considers whether gold still offers opportunity as the metal struggles to gain momentum. Andre Tuck from 10X Investments discusses the most common retirement planning mistakes and how investors can avoid costly missteps. Anthony Miller, CEO of Simply Financial Services, highlights the risks posed by staff illness to SA’s small businesses and why the financial impact is often underestimated.

Dr Thomas Brennan, founder and CEO of Franc, discusses the 2026 Wealth Index Report and why women consistently tend to be better investors.

Matete Thulare from Investec unpacks why a hawkish Fed FOMC left the rand weaker and whether the local currency can still break below R16/$ again. Dr Thomas Brennan, founder and CEO of Franc, discusses the Wealth Index Report 2026 and why women consistently tend to be better investors. Plus, Simon weighs in on SpaceX's fast-tracked inclusion in global indices – and what that means for the ETFs tracking them.

‘Stocks start to outperform consistently in a new sector or subsector, so the leaders will show their hand. I think that's the key and we've got to be on the lookout for them’ – Sean Ashton, Private Clients by Old Mutual.

Petri Redelinghuys of Herenya Capital Advisors asks whether consumer stocks are worth a look as fuel prices trend lower and the rate-hiking cycle appears to be over. Kobus Gertenbach, CEO of Premier Group, unpacks strong full-year results, new production capacity and how lower input costs are supporting margins. Sean Ashton from Private Clients by Old Mutual explains why earnings matter more than headlines when assessing investment opportunities.

'There's no communication between national and the provinces, so everything just sits' – Paul Matthew, CEO, Association of Meat Importers and Exporters of Southern Africa.

Considering the US-Iran peace deal, Zimele Mbanjwa from FNB Wealth & Investments unpacks which sectors and stocks could stand to benefit as lower oil prices, easing inflation pressures and improving market sentiment reshape the investment landscape. Paul Matthew, CEO of the Association of Meat Importers and Exporters of Southern Africa, discusses the opportunities and hurdles facing local exporters. Kim Potgieter, CFP, explains why accumulating more money doesn’t automatically make you wealthy.

‘I really do encourage companies that are disclosing these ratios not to just disclose a cold ratio with no context, and also not to just disclose the ratio as a compliance exercise’ – Leila Ebrahimi from PwC South Africa.

Viv Govender from Rand Swiss talks SpaceX and the opportunities he finds most attractive in the AI sector right now. Leila Ebrahimi of PwC unpacks what the newly signed Companies Act means for executive pay.

Haim Israel, Head of Global Thematic Investing Research at the Bank of America, describes the gargantuan role of AI in planning, directing and evaluating this year’s global soccer tournament in all its complexity.

Hello SpaceX. As the biggest IPO ever hits markets today: What is SpaceX? Thoughts, opportunities? Jimmy Moyaha weighs in.
Bank of America's Haim Israel on the 2026 Fifa World Cup. It will be the largest ever, AI is everywhere but can it predict the winner?
And, Simon's thoughts on gold, why the sell off?

Shergeran Naidoo, head of stakeholder engagement shares the latest readings of the PayInc Economics Index.

Lonwabo Maqubela of Perpetua Investment Managers unpacks the horror Spar results, even as the stock firmed on results day.
PayInc's Shergeran Naidoo on the PayInc Economic Index, which declined significantly in May. Plus, Dr Roelof Botha, on the latest Altron FinTech Household Resilience Index.

CEO Bradley Sacks points out that the Halo Dot offering, enabling Apple's Tap to Pay iPhone launch in South Africa, is not a ‘fairly’ big deal, but a ‘big’ deal.

Kea Nonyana of PrimeXBT on SA's better GDP reading, but is it sustainable? What’s troubling PGMs, plus SpaceX, Anthropic and OpenAI mega IPOs.
Araxi CEO Bradley Sacks talks group results, which saw revenue and Heps slip.
And, Eighty20's Andrew Fulton on young SA consumers facing mounting credit stress.

The group's CEO Seelan Gobalsamy shares insights on its latest 'strong set of results' and expectations for the year ahead.

Nick Kunze of Sanlam Private Wealth unpacks the US markets overnight, after last Friday's tech sell-off, and PPC's latest results. Omnia CEO Seelan Gobalsamy discusses the group's strong set of results, as its chemicals unit returned to profit and Africa agri delivered a robust recovery. Plus, Future Forex CEO Harry Scherzer on what we can expect from SA's Q1 2026 GDP data that's due out later this morning.

Dr Greg Cline, head of portfolio management at Investec, shares insights on the energy and freight shock costs rippling through local supply chains.

Petri Redelinghuys of Herenya Capital Advisors unpacks what sent the Nasdaq almost 5% lower and what sent Mr Price almost 15% higher on Friday. Dr Greg Cline, head of portfolio management at Investec, shares insights on the energy and freight shocks rippling through local supply chains. Plus, Consult by Momentum's CEO Johan Minnie on managing market dips.

Transparency and consistency in REIT reporting for investor confidence
'If you are a member of SA Reits, you must disclose the prescribed terms within the Best Reporting Recommendations, and if you don't you need to give a reason why' – Leon Kok, chair, SA Reit Association Accounting and JSE Committee.

Independent analyst Jimmy Moyaha on the Ninety One results after the market initially sold off the stock. Asset managers should be benefiting from stronger markets, but is rising volatility starting to weigh on sentiment? Leon Kok from the SA Reit Association on the launch of the third edition of its best-practice guidelines for Reits and what it means for the sector. Simon’s thoughts: Is the AI rally a boom or a bubble – and does the distinction even matter for investors?

Old Mutual Wealth Strategist Izak Odendaal explores what the AI-driven capital expenditure boom means for investors.

Petri Redelinghuys from Herenya Capital Advisors unpacks Bitcoin as it trades near its lows for the year and almost 50% below its highs. Izak Odendaal from Old Mutual looks at the AI capex boom and the growing concentration risk facing investors. Plus, Ged Nooy of Field Force asks who’s winning the payments battle in the township economy – traditional banks or fintechs?

Christo de Wit of Luno says that since the launch of tokenised stocks and ETFs last year, ‘we've now crossed the 50 000 customer mark’ with particular interest from the younger generation.

Chantal Marx from FNB Wealth and Investments unpacks Telkom’s latest results and looks ahead to the Canal+ listing today – is there real investor appeal in the new listing? Christo de Wit from Luno discusses the rise of tokenised equity assets and why they’re increasingly capturing the attention of younger investors.

‘We call it unravelling the black box … We allow banks to understand how people actually manage their money in real life' – Eshmael Mpabanga from Intellect Design Arena.

Alyssa Viljoen from Merchant West Investments unpacks the Tiger Brands results and assesses the investment prospects after a disappointing year. Kieran Witthuhn from Anchor discusses their two actively managed ETFs, explaining how AMETFs work and the potential benefits for investors. Eshmael Mpabanga of Intellect Design Arena explores how AI is helping lenders reach and serve ‘invisible’ consumers traditionally excluded from credit markets.

'Many emerging markets really do look like the adults in the room when you're comparing them to some of the developed markets out there, ironically,' says Grant Webster from Ninety One.

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.

Bitexen CEO Mark Diuga clarifies the intent of the Draft Capital Flow Management Regulations on cryptocurrency.

Schalk Louw from PSG Old Oak breaks down strong results from Lewis and Life Healthcare – and why the market still sold the stocks off. Mark Diuga, CEO of Bitexen, unpacks the Sarb and National Treasury’s updated statement on the draft capital flow management regulations, which has helped calm initial market fears. Plus, Simon shares why SpaceX is increasingly being valued as an AI company rather than just a space stock.

‘One would hope through this process that one can in that way enhance dealmaking and enhance growth of the economy’ – Ahmore Burger-Smidt, Werksmans Attorneys.

Petri Redelinghuys of Herenya Capital Advisors weighs in on the Mag 7 as the basket trades at all-time highs: buy, sell or hold? Vishal Rama from Prescient previews this afternoon’s MPC rate decision: hike or unchanged? Plus, Ahmore Burger-Smidt of Werksmans Attorneys unpacks changes to M&A regulations that could streamline the process.

'Real estate is a place where you start off with a large fortune and you end up with a small one. I think the opposite holds true for Eastern Europe over the past two decades' – MAS CEO Mihail Vasilescu.

Zimele Mbanjwa from FNB Wealth and Investments unpacks Pepkor’s latest results, where fintech delivered strong momentum while clothing sales were more subdued. Mihail Vasilescu, CEO of MAS, discusses listed property in Eastern Europe – a high-growth sector attracting growing South African interest. Justin Thom of Galetti Corporate Real Estate looks at how the evolution of online shopping is forcing traditional bricks-and-mortar retail to rethink and adapt.

'Skilled [fintech banking] opportunities are essentially finding exit routes via African capital markets, and that's a trend which is happening … and long may it last’ – Adesoji Solanke, head of Fintech and Banks investment banking origination at Absa CIB.

Faheema Adia from Momentum Securities unpacks Pick n Pay’s results as the turnaround continues and supermarket revenue comes under pressure. Absa CIB’s Adesoji Solanke weighs in on Africa’s fintech market amid fresh IPO activity and new investment, and Fedgroup’s Rob Timmis discusses its R500m IDC funding boost for renewable energy projects.

'It's not about when there will be a recession or a downturn; it's how we respond, react, and behave when it does happen' – Mark MacSymon, Private Client Holdings.

Independent analyst Jimmy Moyaha unpacks the latest Richemont results – are consumers still splurging on luxury, and does Moody’s slight upgrade signal improving sentiment around SA? Afrimat CEO Andries van Heerden talks through a tough second-half performance as weaker iron ore prices and Nkomati writedowns weigh on results. Mark MacSymon from Private Client Holdings explains why the biggest threat to long-term wealth creation isn’t market volatility – it’s investor behaviour.

Andrew Middleton, CEO of Go Solar, reflects on the dramatic.

Schalk Louw of PSG Old Oak unpacks Southern Sun’s results as the G20 boost lifts earnings. We also look at the coming wave of mega IPOs – with SpaceX confirmed for June and OpenAI and Anthropic likely to follow – and ask whether investors should be interested, and how to get exposure. GoSolr CEO Andrew Middleton on municipalities’ latest revenue grab through your power bill, and Simon’s take on rising bond yields and what they mean for stock valuations.

Risi Mkhabela, Corporate Relations Director, UCT Investment Society, explains the group’s diverse structures, including the competitive Trading Club, which uses simulated cash for learning.

Kieran Witthuhn of Anchor Capital unpacks last night’s Nvidia results. Risi Mkhabela from the UCT Investment Society discusses its growth and how it operates, while Jono Bowling of Standard Bank CIB explains its latest MSCI World structured product offering 100% capital protection.

STANLIB’s Rademeyer Vermaak believes an investor’s key insight in trying times should be ‘to focus not so much on what is changing, but on what stays the same'.

Chantal Marx from FNB Wealth & Investments unpacks Famous Brands’s results, with decent growth, refinanced debt and a share buyback in focus. Rademeyer Vermaak from STANLIB Asset Management explains how its systematic process is navigating volatile markets. Plus, Tracey-Lee Zürcher-Campbell from Payflex on the BNPL myths South Africa has disproven.

CEO Ben Pierre Malherbe discusses the company’s strategic shift: Selling non-core assets, developing bulk infrastructure, and expanding core projects through 2027.

Allysa Viljoen of Merchant West Investments discusses the WeBuyCars results, which highlighted deflation in used-car prices in the half-year to the end of March. Calgro M3 CEO Ben Pierre Malherbe on the group's latest annual results, key developments like Bankenveld City, and selling out of non-core assets. Plus, Astral Foods CEO Gary Arnold shares insights on the group's strong interim results as margins and demand both surge on improved costs.

AG Capital’s Casey Sprake looks ahead to SA’s looming agricultural challenges: El Niño, rising input costs and future food inflation.

Sanlam Private Wealth's Nick Kunze weighs in on government bonds as developed market yields surge, even as markets trade at highs and amid strong earnings. Casey Sprake of AG Capital on risks to local food inflation moving higher on the back of a potential El Niño. Plus, Lindiwe Sebesho from Remchannel shares insights into renumeration and the wider benefits instead of just money in the bank.

CEO Andrea Taverna-Turisan outlines the Reit’s strategy for low vacancy, high-quality tenants, and sustainable distribution growth locally.

Pooja Tanna from Perpetua Investment Managers reflects on Jerome Powell's eight-year term as Fed chair, and, the new stewardship expected under Kevin Warsh.
Equites CEO Andrea Taverna-Turisan shares insights on the group's latest results and strong balance sheet, as it pivots away from the UK. Plus, Simon's thoughts on South Korea as their stock market goes wild on chip demand and how to buy into the country.

‘In South Africa and the southern hemisphere we are in a more comfortable position in that we will be starting our harvest soon and hopefully see price increases in the near future’ – Loffie Brandt from Absa AgriBusiness.

Kea Nonyana of PrimeXBT on Trump in China and Anthropic to raise money at $900 billion valuation - crazy or fair? Citadel economist Maarten Ackerman weighs in on lessons from previous oil shocks. Plus, Loffie Brandt from Absa AgriBusiness on building resilience in local agriculture in the face of a changing climate.

CEO Jeffrey Wapnick discusses the company's six-month results to end February, highlighting the disposal of non-core properties, strong rental income growth and impressive collection rates.

Shaun Dendere of L7 Prime on SA telco results: Vodacom on Monday and MTN on Tuesday, are there opportunities in the sector?
Octodec CEO Jeffrey Wapnick shares insights on the group's latest results. Plus, Abhishek Amichand of Sanlam Alternative Investments weighs in on private credit lending and how South African investors need to find a local solution.

'In the Western Cape, we're shooting the lights out; that's a great story,’ notes CEO Steve Brookes.

Balwin CEO Steve Brookes comments on its strong full-year results, but they’ve skipped dividends again.
Jimmy Moyaha weighs in on robust Boxer results that also pushed Pick n Pay higher. Plus, Redefine CEO Andrew König on first-half results that show continued growth in Poland and rate-compression on its bonds.

'I think the biggest mistake investors can make is dismissing healthcare as just a defensive sector; it may become one of the most important long-term innovation stories of the next decade' – Sean Kelly, Parity Wealth Managers.

Nick Kunze of Sanlam Private Wealth discusses US jobs data, TFG's trading update, and AngloGold Ashanti's Q1 results.
Sharon Mmitsi of National Debt Advisors weighs in on the high price of fuel – it’s not all about the war in Iran. Plus, Parity Wealth's Sean Kelly on societal shifts and healthcare/biotech innovation.

End-March 2026 interims reflect a battle with tariffs, currency and cost surges –CEO Steve Minnie.

Matete Thulare of Investec weighs in on the update from Gold Fields – production up, but so are costs – should investors be concerned?
Sappi CEO Steve Binnie on half-year results that saw write-down and tough trading conditions. Plus, Simon's thoughts on recent hyperscalers results that saw Remaining Performance Obligations or RPOs surge to almost $ 1.5 trillion.

'We are seeing the composition moving more towards the Chinese vehicles' – Wafeeqah Lagerdien, Futuregrowth Asset Management.

Kieran Witthuhn of Anchor Capital weighs in on Disney and Ferrari's latest results, the market response, and if he’s seeing value?
Futuregrowth Asset Management's Wafeeqah Lagerdien on local vehicle sales and the debt market. Plus, Damon Sivitilli of Vantage Debt Management on young South Africans becoming the fastest-growing debt grouping.

Marriott CIO Duggan Matthews explains why boutique firms now have a real advantage thanks to AI-driven agility and smarter workflows.

Kea Nonyana of PrimeXBT discusses AB InBev's Q1 numbers that saw beer volumes higher, plus insights on Aspen starting production of insulin at its sterile facility in Gqeberha.
Marriott CIO Duggan Matthews weighs in on how they’re using AI in their investment process. And, Stonehage Fleming Investment Management SA's CIO Bryn Hatty talks about how the rand's outlook reversed and where to next.

Reza Hendrickse from PPS Investments says one ‘would think that this is a good time to be holding more EMs than maybe you have been holding in the last couple of years'.

Another fuel price surge for May is piling pressure on consumers. We speak to Gary Booysen from Rand Swiss about the impact on discretionary spending. Reza Hendrickse from PPS Investments unpacks how they positioned portfolios as war in Iran broke out, the market reaction they expected, and their current view on EMS exposure. Sam Mokorosi from the JSE on last month’s launch of Africa’s first Nature-Linked Performance-Based Bond – and what it could mean for sustainable finance on the continent.

Professor Adrian Saville from Gibs draws parallels between today and the 1970s, when oil prices surged tenfold and inflation reached 25% in some countries.

Petri Redelinghuys of Herenya Capital Advisors on whether gold remains the safe-haven play amid inflation and market uncertainty. Prof Adrian Saville of Gibs (Gordon Institute of Business Sciences)on rising stagflation fears as inflation picks up and growth stalls. Arno Abeln of Agrimark on the resilience of pet food demand and the trend towards premiumisation.

BDO Wealth’s Shaun Chennells highlights that money is a leading cause of divorce, making premarital financial counselling just as essential as relationship counselling for couples building a life together.

Kea Nonyana of PrimeXBT unpacks JP Morgan’s increased stake in Sibanye-Stillwater and Astral Foods’s latest trading update. BDO Wealth’s Shaun Chennells looks at how marriage, shared finances and complex wealth structures intersect.

‘Digital infrastructure and connectivity are high up in terms of the themes we look to get behind' – Mineworkers Investment Company CIO Nchaupe Khaole.

Independent analyst Jimmy Moyaha unpacks the UAE’s exit from Opec and Opec+ and what it means for oil markets. Nchaupe Khaole of the Mineworkers Investment Company discusses SA’s economic recovery and why capital may not be reaching SMEs. Plus, Binance’s Larry Cooke on the rise of crypto across Africa and what’s driving adoption.

Discovery Bank CEO Hylton Kallner reflects on respondents’ trends – from increased online betting and use of weight-loss drugs to healthier eating habits and being ‘disciplined, deliberate, and value conscious’.

Independent analyst Jimmy Moyaha unpacks China’s order for Meta to unwind a major AI deal, as global tech tensions continue to escalate. Discovery Bank CEO Hylton Kallner joins us to discuss new data revealing a rise in consumer spending on health and online gambling – and what’s driving this changing behaviour. Harris Gorre from Grovepoint Investment Management looks at whether the US private credit boom is beginning to wobble and what risks that could pose for broader markets.

‘When people sell assets globally, they often come to South Africa because we have some of the most liquid equity, bond, and currency markets': Warren Buhai – Senior Portfolio Manager, STANLIB Asset Management.

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?

‘Once you start understanding … and simplifying things for yourself, we feel that it does empower you to make a more informed decision in terms of where to invest’ – Duma Mxenge, Head of Business and Market Development at Satrix.

Kea Nonyana from PrimeXBT unpacks strong Capitec results and BHP's latest update. Lismore Burke from CFI Financial Group shares what you need to know before you start trading – and why trading is not gambling. Plus, Satrix’s Duma Mxenge explains how to understand your fund’s fact sheet and MDD.

An initial ‘€200 million is coming in as a loan in order for us to improve our infrastructure and be able to mine these minerals effectively’ – Harry Scherzer, CEO at Future Forex.

Chantal Marx from FNB Wealth and Investments unpacks Afrimat’s latest update – is the weakness a warning sign? Harry Scherzer, CEO of Future Forex, explains why Europe is emerging as an increasingly valuable long-term partner for South Africa. Lucia Bergh from PwC South Africa highlights how local family businesses are outperforming global peers – and still delivering double-digit growth.

‘There are a lot of things you can do as a government to get your hands on people’s savings, but you can't force foreigners to buy your debt’ – Izak Odendaal, Old Mutual Wealth Investment Strategist.

CEO Andrea Taverna-Turisan discusses half-year results to August 2025 and explains the company’s new focus on SA’s logistics market.

Schalk Louw from PSG Old Oak on whether there’s still value to be found on the JSE as the CEO steps down amid a booming equity market.
Andrea Taverna-Turisan, CEO of Equites Property Fund, discusses the group's strong results as it exits the UK and ramps up speculative local developments.
Simon shares his thoughts on the US government shutdown and its potential impact on the broader economy.

‘Everyday goods cost more, permanently more. … That squeezes your discretionary spending and your confidence.’ – Anchor Capital Economist Casey Sprake.

Independent analyst Jimmy Moyaha says City Lodge’s share buybacks and stronger results hint at renewed momentum — and possible opportunity. Anchor’s Casey Sprake unpacks the inflation hangover and fallout from the US government shutdown. CFI South Africa’s George Khoury looks at how money stress affects mental health and small steps to ease the strain.

'Things have to change in your portfolio to reflect the shifts that we've had since Covid' – Sahil Mahtani from Ninety One.

Sithembile Bopela from FNB Wealth and Investments on Datatec’s upbeat update, which sent the share price higher. Sahil Mahtani from Ninety One on whether investors still need government bonds if they’re struggling to play their traditional role as portfolio shock absorbers. PwC’s Andries Rossouw, unpacks their latest mine report.

Keith McLachlan from Element Investment Managers explains: 'We’re trying to get a sense of what true profits are'.

Petri Redelinghuys from Herenya Capital Advisors on whether pricey US markets have him worried. Keith McLachlan from Element Investment Managers breaks down his free-cash-flow-to-EV yield – what it means and how to use it. Mark McChlery from PayJustNow on the ever-earlier start to Black Friday – what discount levels drive the best conversions and which categories will lead this year.

Herman van Papendorp from Momentum Investments considers SA investors should have both nominal and inflation-linked bonds in their portfolios over the next six to 12 months.

Nick Kunze from Sanlam Private Wealth highlights local vehicle sales hitting decade highs, explores whether this is a genuine opportunity, and comments on the absence of US jobs data. George Cheveley from Ninety One breaks down the five key themes driving gold bulls. Herman van Papendorp from Momentum Investments outlines the strong investment case for local bonds, equities, and Reits.

Ben Meyer from Prescient looks back on 25 years of ETF growth in South Africa, though still a small slice of the CIS market.

Kieran Witthuhn from Anchor on the gold and PGM surge — and how they’re positioning portfolios at these levels. Ben Meyer from Prescient on 25 years of ETF growth in South Africa, though still a small slice of the CIS market. Simon on Fed Chair Powell’s warning that stocks are 'fairly highly valued'.

Tim Edwards from S&P says, ‘Sometimes people think that a passive approach, getting the market, is settling for average … our data suggests no, it's not quite settling for average. It might in fact be considerably better than average’.

Lonwabo Maqubela from Perpetua Investment Managers on Capitec’s stellar performance, with Heps and dividends surging around 26%. Tim Edwards from S&P Dow Jones Indices breaks down the latest SPIVA report, revealing most active funds lag behind the index. Kingsley Williams, CIO at Satrix, announces a reduction in the TER for one of their flagship JSE-listed ETFs.

‘There's room for change, there's room for innovation, there's room to be agile. It's dependent on business leaders and companies and stakeholders working together’ – PwC SA Senior Economist Christie Viljoen.

Could the recent positive update from Netcare, compared to Life Healthcare, signal that the healthcare sector is worth considering for investors? Chantal Marx from FNB Wealth & Investments weighs in. Christie Viljoen from PwC South Africa explores the numerous business risks and the opportunities that arise from forced change. EY’s Graham Stokoe breaks down the key challenges and opportunities revealed in the latest SAVCA PE Industry Survey.

Francois van der Merwe of Sanlam Investments Multi-Manager dives into the active vs passive investing debate – and reveals the conditions when active strategies really shine.

Matete Thulare from RMB weighs in on the US dollar’s 2025 slide – with the DXY down nearly 10% this year, is further weakness on the horizon? Francois van der Merwe of Sanlam Investments Multi-Manager dives into the active vs passive investing debate – and reveals the conditions when active strategies really shine. Chris Harmse from Sequoia Capital Management explores US stagflation fears and their ripple effects, from gold to the rand.

Bianca Botes from Citadel Global takes us through the forces behind the rand’s sharp swings.

Nick Kunze from Sanlam Private Wealth unpacks silver’s surge as it edges toward all-time highs, while Mike Oswin from the World Gold Council explains how wholesale digital gold could transform the tradability of stored bullion. And Bianca Botes from Citadel Global takes us through the forces behind the rand’s sharp swings – and why its volatility remains a hallmark of the currency.

David Morobe from Business Partners shares the importance of highlighting small business challenges, because resolution can ‘shape the environment and make it conducive for our SMEs to thrive’.

Petri Redelinghuys analyses recent market trends. Andrew Amoils of New World Wealth on the rise of crypto millionaires. David Morobe of Business Partners on falling SME confidence amid fiscal uncertainty and rand volatility.

'I think the main character in this whole drama is probably Trump himself, because it is a historically unprecedented degree of public interference in the functioning of the central bank’ – Izak Odendaal Old Mutual Wealth Investment Strategist.

Kea Nonyana from Scope Prime unpacks Trump's comments at the UN General Assembly. Cassidy Nydahl from Franc introduces a new tool designed to bring financial order to SA’s hustlers and gig workers. Old Mutual’s Izak Odendaal weighs in on the outlook for US and SA interest rates.

While affordability is deteriorating, women aged 35-45 are more inclined to buy a new vehicle and males tend to opt for used vehicles from the more established brands – Henry Botha from Absa Vehicle & Asset Finance.

Analyst Jimmy Moyaha on PPC’s turnaround plan and Canal+’s takeover of MultiChoice. Jonathan Kohler, Landsdowne Property Group CEO, on how South Africa’s property market is finding breathing room as affordability dynamics shift. Henry Botha from Absa Vehicle & Asset Finance talks the real cost of car repayments for South Africans.

Tanya Tosen from Tax Consulting SA highlights how bracket creep is eroding South Africans’ take-home pay.

Sanlam Private Wealth’s Nick Kunze unpacks Investec’s latest trading update and progress on its share buy-back programme. Paul Makube of FNB Commercial explains why red meat remains the biggest strain on household food bills. Tanya Tosen from Tax Consulting SA highlights how bracket creep is eroding South Africans’ take-home pay.

Wiehann Olivier from Forvis Mazars SA comments on Sars's release of the draft Crypto-Asset Reporting Framework regulations.

Schalk Louw from PSG Old Oak says Pick n Pay’s sum-of-parts makes it free, but asks if it is valuable. Wiehann Olivier from Forvis Mazars SA comments on Sars's release of the draft Crypto-Asset Reporting Framework regulations. Simon shares his thoughts on spreading the word about investing and better money management.

PwC partner Basheena Bhoola shares new insights from the PwC SA Telecommunications Sentiment Index.

Perpetua’s Pooja Tanna unpacks last night’s FOMO rate call and Fed chair Powell’s remarks. Prescient’s Vishal Rama weighs in on the MPC decision later today – could the stronger-than-expected August CPI open the door to a rate cut? PwC’s Basheena Bhoola on their new Telecommunications Sentiment Index, revealing service and network quality as customers’ top priorities.

‘The discount to fair value ... makes it look quite attractive’ – Craig Gradidge, Gradidge Mahura Investments.

Chantal Marx FNB Wealth & Investments on a good dividend from Hyprop results and everybody wants Libstar after they promise to unlock shareholder value
Craig Gradidge Gradidge Mahura Investments on the deep discount currently offered by the Vodacom BEE scheme, Yebo Yethu
Petri Redelinghuys Herenya Capital Advisors on gold as it hits new all-time highs. How high can it go?

JustMoney’s Sunette Ansara stresses the importance of securing your online legacy for heirs and executors.

Kea Nonyana from Scope Prime on OUTsurance results and the potential for two to three FOMC cuts this year. Sunette Ansara from JustMoney on including digital assets and other online tools in your will. Kyle Wales, co-CEO of Legacy Art, on investing in art collectively to reduce risks tied to individual artists.

Gerrit Smit from Stonehage Fleming Investment Management explains what is ‘absolutely key’ in choosing to invest in GE Aerospace.

Nick Kunze from Sanlam Private Wealth unpacks Caxton’s results, where nearly 75% of its market cap is cash, and weighs in on City Lodge, as refurbishments hit occupancies. Gerrit Smit from Stonehage Fleming Investment Management on how the Mag 7’s growth outpaces the S&P 500, plus the stock that has them truly excited. Dr Roelof Botha on the Q2 Afrimat Construction Index, with insights into South Africa’s building and infrastructure activity.

'We have set some very big ambitions, and we have to be able to fund that given the growth of the balance sheet' – CEO Hylton Kallner.

Independent analyst Carmen Mpelwane unpacks FirstRand and Discovery results – one the market loved, the other it hated. Hylton Kallner, CEO of Discovery Bank, on six months of profitability and where growth goes next. Simon’s take: when an investment soars – buy more, hold, or sell?

‘Your top five [S&P 500] contributors to returns have tended to generate about 29% of the return of the index in any given year’ – Sean Ashton, Private Clients, Old Mutual Wealth.

Rand Swiss’s Viv Govender on what’s behind Oracle’s share price surge. Marriot’s Lourens Coetzee on why investors shouldn’t let relative performance be their guiding star. Old Mutual Wealth’s Sean Ashton on big tech’s outsized role in returns – and how to manage that concentration.

Tax Consulting SA’s Shuanita de Wet explains how to properly step out of Sars’s net when relocating abroad.

FNB Wealth & Investments’s Sithembile Bopela unpacks the Anglo American–Teck “merger of equals” – is it really a winning strategy? Stats SA’s Joe de Beer breaks down South Africa’s Q2 GDP – what’s working, and what’s worrying. Tax Consulting SA’s Shuanita de Wet on how to properly step out of Sars’s net when relocating abroad.

CompCom’s Raksha Darji highlights how administered prices are putting the real squeeze on households.

Faheema Adia of Momentum Securities unpacks Sun International’s latest results and weighs in on which leisure stock, if any, she favours; Raksha Darji from the Competition Commission highlights findings from their new Cost of Living Report showing how administered prices are putting the real squeeze on households; and Rory Bosman of Ecentric Payment Systems takes us behind the tap, revealing the hidden world of authorisations, fraud checks, encryption, and bank settlements that power every seamless card payment.

Parity Wealth’s Sean Kelly asks: ‘Should we still be in active management at all, or are we moving into a world where index investing is the prevailing strategy?’

Sanlam Private Wealth’s Nick Kunze unpacks US jobs data and Opec’s latest move. Parity Wealth’s Sean Kelly on the rise of ETFs – and the risks passive investing may face. Mesh.trade MD Connie Bloem explains their yield-bearing ZAR stablecoin and its real-world use cases.

‘Bringing interest rates down is what we need to do to move on to a more sustainable fiscal path’: Zain Wilson – Strategist, Old Mutual Investment Group.

Schalk Louw from PSG Old Oak on deal flow: MTN is eyeing another move on Telkom, and BHP is circling Anglo American again now that it is PGM-free. Zain Wilson from Old Mutual Investment Group on Treasury, the Sarb and inflation targeting. Simon on what the yield curve is really telling us.

Chair Dr Phumla Mnganga gives insights into the toy subcategory and the educational benefits of play.

Lonwabo Maqubela of Perpetua Investment Managers on which results have stood out for him this season. Roy Bagattini, CEO of Woolies, on strong food and online growth versus a 50%+ plunge at Country Road Group in Australia. Dr Phumla Mnganga, chair of Toys R Us and Babies R Us, on acquiring ToyZone and the state of the local toy market.

CEO Ockert Janse van Rensburg reports ‘continued downtrading into more entry-level, less spec vehicles'.

Chantal Marx from FNB Wealth & Investments on whether other food retailers are worth considering after Shoprite’s results.
Shoprite CEO Pieter Engelbrecht unpacks results as Sixty60 revenue nears R19 billion and group revenue tops R250 billion.
Motus CEO Ockert Janse van Rensburg on results and whether the recovery in local vehicle sales signals the worst is over.

‘It's just a good diversifying asset class that gives you tangible benefits for your communities’ – Zeyn Ismail from STANLIB.

Independent analyst Jimmy Moyaha on Bidvest results, market reaction, and strong local vehicle sales hitting their highest August level since 2019. RCL Foods CFO Rob Field on results from the reshaped business, with all segments performing well despite tough conditions. STANLIB’s Zeyn Ismail on driving impact through private markets.

CEO Gary Chaplin notes: ‘We generated close to R500 million of free cash – and that is a key focus for the new CEO coming in’.

Nick Kunze from Sanlam Private Wealth on Northam Platinum delivering decent results, even as PGM prices remained under pressure, while gold closed out the month firmly with a bullish move higher. KAP CEO Gary Chaplin reflects on a tough set of results, but highlights that the group’s new production facilities are already operating ahead of schedule. Kwanele Ngogela from Just Share unpacks which Top 40 companies rank best – and worst – in terms of low-level pay.

‘The world just needs a lot more power and it's going to struggle to find it,’ points out ASPI CEO Paul Mann.

Odwa Magwentshu from Momentum on Implats, Rainbow Chickens, and Stadio results. ASP Isotopes CEO Paul Mann on their inward JSE listing, the Renergen deal, and growth plans. Simon on Trump’s impact on the Fed.

‘We are struggling with staff retention, and there are a lot of legislated increases across the world pushing wage levels higher' – CEO Bernard Berson.

Kea Nonyana from Scope Prime on Nvidia results, Afrimat’s trading update, and Blue Label’s plan to list Cell C in November – a listing to watch? Bidcorp CEO Bernard Berson on results: a stronger H2 driven by Europe, while Astraslisia lagged. Curro CEO Cobus Loubser on results, lifted further by a take-out offer from the Jannie Mouton Foundation.

Citadel’s Maarten Ackerman considers whether South Africa can position itself to benefit as a new global equilibrium emerges.

Zimele Mbanjwa from FNB Wealth & Investments discusses the strong trading updates from Momentum and Old Mutual, what is driving their earnings growth, and whether there is still value in these shares. Andre van Deventer, CFO of Master Drilling, unpacks the company’s results and the reversal of last year’s equipment impairment. Citadel’s Maarten Ackerman considers whether South Africa can position itself to benefit as a new global equilibrium emerges.

CEO Geoff Whyte reports strong results on the back of rising student numbers and solid returns across Africa.

Herenya Capital Advisors’s Petri Redelinghuys on markets hitting new highs as Jerome Powell steps back from strict inflation targeting.
ADvTech CEO Geoff Whyte reports strong results on the back of rising student numbers and solid returns across Africa.
Italtile CEO Lance Foxcroft highlights another special dividend as the group grows market share in tough trading conditions.

Mongezi Mpahlwa of Cox Yeats breaks down Directors and Officers Insurance – what it is, why it matters, and what it doesn’t cover.

Alex Duys of Umthombo Wealth discusses Jerome Powell's pivot to focus on jobs. Mongezi Mpahlwa of Cox Yeats breaks down director and officers insurance – what it is, why it matters, and what it doesn’t cover.

‘Really good numbers’ from Spur, whereas ‘a whole lot has gone wrong’ for Famous Brands, comments Keith McLachlan of Element Investment Managers.

Pooja Tanna from Perpetua Investment Managers: As Jackson Hole gets underway, will the side-room discussions be dominated by central bank independence? And looking ahead to the next FOMC and MPC rate decisions – are we likely to see a cut, a hold, or a hike?
Keith McLachlan from Element Investment Managers on Spur’s strong results and the key lessons as they surpassed the once-favoured Famous Brands.
Simon shares his thoughts on car insurance – it’s hugely important, but how can we bring the costs down?

Sanlam Credit Partnerships CEO Alet Griesel looks at good vs bad debt, and how women are leveraging credit to change their lives.

Herenya Capital Advisors’s Petri Redelinghuys: Is he still short the Top40 and still long on Sasol? Sanlam Credit Partnerships CEO Alet Griesel looks at good vs bad debt, and how women are leveraging credit to change their lives. DebtBusters’s Benay Sager discusses how the share of income going to debt repayments is at a near-decade high.

'Average home prices breached the R1.6 million mark for the first time,’ reports Brad Bendall of BetterBonds.

Chantal Marx, FNB Wealth & Investments, on BHP Group’s results as the market brushed off profits falling to a five-year low. Scott Cummins, Aveng CEO, on results as two challenging projects pushed the company into a loss for the period. Bradd Bendall, BetterBond, on a strong July in the home loan market, with many homeowners choosing to upgrade rather than buy anew.

Mongezi Mtati, Senior Brand Strategist at Rogerwilco, highlights consumer trends from the 2025 Fast Food and QSR Insight Survey.

Independent analyst Jimmy Moyaha on MTN’s strong results. Off a low base with currency woes easing, yet the market sold it off – is there still value? Mongezi Mtati from Rogerwilco on their new fast food and QSR report: value, taste, and location lead the way. Seshni Naidoo of ENGIE Southern Africa on the energy transition driving not just power, but jobs and GDP growth.

‘When things are gloomy and scary, that’s perhaps when you go and do your digging; that’s your opportunity to find outsized returns' – John Gilchrist, CIO at PSG Asset Management.

Nick Kunze from Sanlam Private Wealth breaks down Berkshire’s move into UnitedHealth and a Sibanye Stillwater update. John Gilchrist, CIO at PSG Asset Management, shares how to stay the course amid market uncertainty. Plus, Priscilla Sefoka from Tax Consulting SA explains how to claim your medical expenses on your tax return.

Investec’s Vernon Sinden looks into a new transhipment model: Sending US-bound goods via Europe.

Schalk Louw from PSG Old Oak on strong Standard Bank results with NIR up 15% and a grim Truworths update. Investec’s Vernon Sinden talks a new transhipment model sending US-bound goods via Europe. Simon on why valuations ultimately always matter.

July vehicle sales a multi-year high of over 50k units – TransUnion Africa CEO Lee Naik.

Kea Nonyana from Scope Prime on positive market reaction to Grindrod and Capitec updates. Lee Naik, TransUnion Africa CEO, on July vehicle sales hitting a multi-year high of over 50k units. Citadel's Kirsten Smit on the rise and role of family offices.

CEO Sean Wibberley offers insights into the company’s impressive growth and innovative customer strategies.

Sithembile Bopela of FNB Wealth & Investments on Sasol’s stronger H2 update – stock remains cheap, but is there real value? Sean Wibberley, CEO of Weaver Fintech, on strong results as fintech now makes up over 90% of profit with retail in the background. Charl de Villiers of Ashburton Investments looks at what’s driving the strong global risk-on sentiment.

Old Mutual Wealth Investment strategist Izak Odendaal looks at the economic rollercoaster and how businesses are coping.

Matete Thulare from RMB on the gold outlook: With miners profiting, is there still a bull case and potential for another breakout? Izak Odendaal of Old Mutual Wealth on whether Trump’s tariffs are proving less impactful than expected. Rand Swiss’s Kyle Furlong discusses the advantages of a Swiss bank account.

Florbela Yates from Equilibrium shares how familiarity can hurt your portfolio.

Nick Kunze from Sanlam Private Wealth on what to watch in the upcoming Absa and Standard Bank results. Florbela Yates from Equilibrium, on country bias and the risks of overinvesting in the home market. FNB Wealth & Investments’ Samukelo Zwane on why we must rethink retirement as most investors aren’t saving enough.

Thanzi Ramukosi from Ninety One dives into the freight and logistics company’s turnaround – is real progress finally on track?

Odwa Magwentshu from Momentum unpacks the market's mixed reaction to Sappi’s results and trading updates from MTN and TFG. Thanzi Ramukosi from Ninety One dives into Transnet’s turnaround – is real progress finally on track? Simon weighs in: Why are markets hitting record highs just as the Trump tariffs kick in?

Petri Redelinghuys from Herenya Cappital Advisors shares insights on AMD, Nvidia, Intel – and the future of chip stocks.

What is Pooja Tanna of Perpetua Investment Managers’s outlook on global inflation and interest rates – including the US 10‑year Treasury yield – as tariffs begin to take effect? Petri Redelinghuys of Herenya Capital Advisors weighs in on AMD’s Q2 data centre chip decline – how does it compare to Nvidia’s performance? TPN's Waldo Marcus notes that while rental escalations outpace inflation, tenants remain committed to prioritising rent payments.

Tracey Davies, director at Just Share, highlights the wide wage gap at Woolies, where lower-paid staff struggle to earn a living wage.

Chantal Marx of FNB Wealth & Investments comments on trading updates from Pick n Pay and Shoprite. Tracey Davies, director at Just Share, highlights the wide wage gap at Woolies, where lower-paid staff struggle to earn a living wage. Duma Mxenge from Satrix explains why successful investing is consistent and unexciting.

Prescient CEO Bastian Teichgreeber advises investors to create well-diversified portfolios ‘able to weather the storm, whichever capital market scenarios play out'.

Petri Redelinghuys of Herenya Capital Advisors shares whether he remains bullish on gold and mining stocks – and which he prefers. Mpact CEO Bruce Strong unpacks the company’s results: solid performance from the paper division, challenges in plastics, and cost savings from solar PV power generation. Bastian Teichgreeber, CIO at Prescient Investment Management, discusses the potential global inflation impact of Trump’s tariffs kicking in on 7 August – and whether it’s cause for concern.

CEO Mpumelelo Tyikwe outlines how the balance sheet has been strengthened post the 2021 riots, with new reinsurers on board.

Nick Kunze from Sanlam Private Wealth comments on disappointing US jobs data and the dismissal of the BLS head. Sasria CEO Mpumi Tyikwe outlines how the balance sheet has been strengthened post-2021 riots, with new reinsurers now on board. Old Mutual’s Vuyokazi Mabude unpacks the 2025 Old Mutual Savings & Investment Monitor, which reveals growing optimism among South African consumers.

Chief Commercial Officer Pieter Hugo weighs in on active and passive strategies coexisting – and how to make the most of offshore opportunities.

Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev’s latest results as the brewer squeezes margins. STANLIB’s Pieter Hugo weighs in on active and passive strategies coexisting – and how to make the most of offshore opportunities. Simon shares his thoughts on the Sarb’s push to shift the inflation target to 3%, even as talks with Treasury continue.

PMX’s Brendan de Jongh points out that not knowing noise from signal can result in long-term damage to investment portfolios.

Kea Nonyana from Scope Prime breaks down the surprise in US Q2 GDP growth and unpacks what the Sarb MPC might do next in response to shifting global and local conditions.
John Reade from the World Gold Council explains how central banks are cooling on the US dollar, while gold demand remains strong despite ongoing supply constraints.
Brendan de Jongh from PortfolioMetrix emphasises the importance of filtering through the flood of financial news.

Nico Katzke from Satrix thinks hoping that AI ‘will disintermediate advisors or make fund managers completely redundant is probably a bridge too far’.

Zimele Mbanjwa from FNB Wealth & Investments breaks down Kumba Iron Ore’s results and the latest from Boxer. Luno’s Christo de Wit unpacks their upcoming tokenised offshore stock listings. Satrix’s Nico Katzke weighs in: Is autonomous investing the future – or just hype?

Peregrine Capital’s Jacques Conradie reckons having the right state of mind in panic times ‘is such a huge competitive advantage’.

Kieran Witthuhn from Anchor on Valterra Platinum's tough run – floods, weak metal prices, demerger drag – can the PGM rally turn the tide? Rob Downes from Absa CIB on the Genius Act – what’s next for stablecoins in Africa’s cross-border trade? Jacques Conradie, CEO of Peregrine, reflects on H1 and sets the tone for the rest of the year.

Viv Govender from Rand Swiss notes that ‘Disney has the ability to monetise its stuff in ways that Netflix can't. Moana will be earning money 100 years from now.'

Nick Kunze from Sanlam Private Wealth unpacks AVI’s latest update and how the group is managing to defend its margins. Viv Govender from Rand Swiss weighs in on Netflix’s strong results – but with no real leverage, is there still value in the stock? Chris Coetzee, CEO of FinFix, on using the 50/30/20 rule to rescue your budget and start building an emergency fund.

‘Small-cap indices tend to be more regionally focused on the countries where they are listed’, points out Keith McLachlan from Element Investment Managers.

Gary Booysen from Rand Swiss unpacks the Kumba update, Transnet slowly improving but is the stock offering value? Keith McLachlan from Element Investment Managers takes a look at the small- and mid-cap space – with large-cap indices hitting records, how are the minnows faring? Simon shares his take on the 2022 credit bureau hack – and how it’s armed scammers with even more ammo to target us.

CEO Martin Slabbert unravels the cash and preference share options in the PK bid, as well as the implications of the Hyprop offering.

With the Alsi up past 100k and local CPI down to 3%, Kea Nonyana from Scope Prime asks whether it's time to call this an MPC policy misstep.
Duggan Matthews, CIO at Marriott, argues that in today's turbulent market, the real edge isn't in chasing value or growth – it's all about sticking with quality. Martin Slabbert from Prime Kapital as they up their offer for MAS Plc in the face of the Hyprop offer.

Marc Pendlebury, founder of WhiskyBrother, explains ahead of The Whisky Show how production of this prized brew has swelled globally.

Chantal Marx from FNB Wealth & Investments unpacks Sasol’s full-year update – a miss the market didn’t take well – and revisits Sibanye-Stillwater’s move to acquire US metals recycler Metallix. Karooooo CEO Zak Calisto breaks down their Q1 FY26 results, building on strong momentum carried through from the 2025 financial year. Marc Pendlebury of WhiskyBrother dives into the whisky business.

For the prudent investor it's following the logic – and embracing ‘not necessarily fear but foresight’, counsels Sean Kelly from Parity Wealth Managers.

Kieran Witthuhn from Anchor on last week’s US bank results – the good, the bad, and the boring. Michael Hewson of Graphene Economics on how multinationals can manage Trump tariffs and their potential impact on jobs and tax revenue. Sean Kelly of Parity Wealth Managers on why fund managers are cutting equity exposure and where the money’s moving.

Stonehage Fleming Global's Gerrit Smit advises ensuring you're not overly exposed to a particular sector by a misleading stock sector classification.

Nick Kunze of Sanlam Private Wealth on Valterra Platinum's latest update, as flooding and lower PGM prices during the period hurt, and Hyprop's move to take a controlling interest in MAS Plc.
Stonehage Fleming Global's Gerrit Smit weighs in on being careful with your diversification. And Tuesday Consulting's Julie Murray shares insights on succession planning in the evolving banking landscape.

Chief Economist Johann Els laments SA’s skills deficit and overly regulated labour market as big constraints about which nothing is being done.

Schalk Louw of PSG Old Oak shares insights on locally listed teclos that are having a great year so far.
Old Mutual’s chief economist Johann Els discusses the group's mid-year update on the local and global economic outlook.
And, Simon’s thoughts on a simple lever that will significantly enhance your retirement if you don’t have enough money.

'We are seeing a growth in applications, up 7.4% year on year, which certainly improves buyer confidence and affordability’ – BetterBond International Head of Sales Bradd Bendall.

Kea Nonyana of Scope Prime discusses the strong ASML results but poor outlook, plus Richemont's good trading update.
Siphamandla Buthelezi of NMG Benefits shares insights on retirement and why it’s more than just about money. And, BetterBond's Bradd Bendall takes a look at the latest home loan data trends for Q2 2025.

Mike Brown from ETFSA believes ‘the convenience of buying foreign-referenced ETFs on the JSE is a good area of growth and will continue’.

Sithembile Bopela of FNB Wealth & Investments weighs in on Clicks vs Dis-chem. Similiar businesses, but is either worth adding to a portfolio?
ETFSA's Mike Brown discusses the state of the exchange traded products market so far in 2025.
Standard Bank SA's head of Business and Commercial Banking, Simone Cooper, shares insights on African businesses expanding into global markets.

'It's really important if you're an allocator to know whether the dollar cycle is happening, because if it's happening a whole bunch of correlations and relationships change': Sahil Mahtini – Ninety One

Matete Thulare of RMB on PGMs – can the white metal prices continue higher?
Ninety One's Sahil Mahtani shares insights on the end of the US dollar's 14-year upcycle. And, EC Internet's Luvo Grey weighs in on the Trump tariffs' impact on the SA tech sector.

Israel Skosana of BankservAfrica notes that PayShap suddenly makes ‘instant working capital available, which allows your business to operate and keeps the economy flowing freely’.

Nick Kunze of Sanlam Private Wealth weighs in on markets seeming unconcerned as Trump ups tariff rates again, Richemont's update, and on US banks Q2 earnings.
BankservAfrica's Israel Skosana shares insights on local payment tech and how we stack up against the world.
And, Crue Invest's Sherry Tapfuma on staying invested regardless of market conditions.

Dirk Jooste from PSG cautions that ‘there is a great risk in withdrawing from high-equity strategies when emotions run high’.

Gary Booysen of Rand Swiss weighs in on Nvidia’s current valuation and what it means for tech-focused investors. PSG's Dirk Jooste explains why investors often overlook the potential of low-equity multi-asset funds in volatile markets. Brandon de Kock from BrandMapp, unpacks the saving and investing choices of South Africa’s consumer class.

'I think one of the big problems, and one that's very rarely discussed, is the invisible social contract that exists between high-paying taxpayers and the government' – Andrew Moyles from New World Wealth.

Kea Nonyana of Scope Prime breaks down inflation targeting and the latest shifts in oil prices.
Andrew Amoils from New World Wealth weighs in on South Africa’s wealth landscape, after Finance Minister Enoch Godongwana floated the idea of a wealth or apartheid-redress tax.
JD Hayward of Flagship Asset Management offers sharp insights into what’s ahead for defence stocks.

‘What we are seeing ... is a huge influx of goods moving into the US in order to beat the tariff impositions ... leading to massive global supply-chain disruptions, even goods moving from China to South Africa itself’: Dylan Govender, Investec Business Banking.

Chantal Marx from FNB Wealth and Investments breaks down Lewis’s market valuation, while British American Tobacco outlines the harmful effects of illicit cigarettes on its operations.
Investec's Dylan Govender explores the impact of rising tariffs on global supply chain dynamics.
Ian Anderson from Merchant West Investments discusses how SA Reits continue delivering dividend growth, even in the face of June's pullback.

‘That money has gone, and I just wanted to emphasise how scary that is’, says Advocate Brett Ladouce.

Matete Thulare unpacks rand jitters as Trump confirms 30% tariffs on South Africa; Bongiwe Kunene from Basa explains how new banking rules could affect your daily finances; and, pension tax law expert Adv Brett Ladouce breaks down the tax sting in your two- pot savings.

‘You wouldn't want a bad salary to haunt you for the rest of your career’ – says Sashin Naidoo of Cliffe Dekker Hofmeyr.

Nick Kunze of Sanlam Wealth unpacks MultiChoice’s potential tie-up with Canal+ and Hudaco’s acquisition-driven outlook. Herman van Papendorp from Momentum Investments shares his economic forecast for the rest of 2025. Sashin Naidoo of CDH weighs in on why employers may soon be barred from requesting pay slips from jobseekers.

‘We're trying to change that by providing an emergency savings account, which is powered fundamentally by the Allan Gray Money Market Fund’ – which beats inflation by quite a lot’: Thomas Brennan, co-founder of Franc.

Craig Antonie of Anbro Capital Investments shares strategies for managing market drawdowns and highlights alternative AI investment opportunities for those looking beyond Nvidia.
Thomas Brennan of Franc asks: With July marking the 24th year of National Savings Month, why are South Africans still not saving? And just how much should be set aside in an emergency fund – and where?
Simon weighs in on Hyprop’s exit from Hyde Park Corner – what’s behind the deal structure, and what could it signal for the future of Rosebank Mall?

‘The popularity of alternatives in South Africa is increasing’ Dino Zuccollo from Westbrooke looks at the advantages of hybrid capital.

Kea Nonyana from Scope Prime unpacks where he’s spotting value in the markets – and how much longer he thinks the rand can hold its strength. Dino Zuccollo of Westbrooke Alternative Asset Management on why high-net-worth investors are ditching traditional assets in favour of alternatives. Tumi Loate from 36ONE Asset Management talks investing and managing risk in a world of real-time breaking news.

Izak Odendaal from Old Mutual Wealth weighs in on the transformation in SA’s critical economic sectors.

Independent analyst Jimmy Moyaha unpacks Hyprop’s move to offload 50% of its Hyde Park Corner stake. Izak Odendaal from Old Mutual Wealth weighs in on the shaky but still-standing GNU – and whether he’s spotting signs of recovery. Sello Sekele from Absa CIB breaks down June’s PMI rebound – up 5.4 points, yet stubbornly stuck below the critical 50 mark.

Lerato Lamola from Webber Wentzel unpacks the retail practice.

Petri Redelinghuys from Herenya Capital Advisors on oil price targets as they dive back into Sasol. Invicta CEO Steven Joffe breaks down the latest results. Lerato Lamola from Webber Wentzel unpacks Buy Now Pay Later – is the lack of regulation setting us up for Buy Now, Panic Later?

‘Once you give people in Africa connectivity today – these new users – they will actually start with AI, not with DOS. They will start right at the edge’: Tertius Zitzke, Group CEO of 4Sight.

Sanlam’s Nick Kunze on Friday’s resource rout – just another day in the life of volatile commodities? 4Sight Group CEO Tertius Zitzke unpacks results and what makes the business tick. FNB Wealth and Investments’ Samukelo Zwane shares insights from their retirement survey – middle-income earners are cutting back on contributions.

Standout retirement insights from the 2025 Benchmark Survey with Nzwa Shoniwa from Sanlam Umbrella Solutions.

Schalk Louw from PSG Old Oak weighs in on Thungela’s latest update and offers a solid mid-year check-in. It’s been a full year – and most of our investments? Still going strong. Nzwa Shoniwa from Sanlam Umbrella Solutions unpacks the standout insights from their 2025 Benchmark Survey. Simon takes a sharp look at Trump’s beef with Powell – can he fire him, and more importantly, should he?

‘This code is really intended to strengthen our processes and controls and ensure that the South African financial market remains attractive to the global community seeking safe places to invest’: Themba Maseko – Investec.

FNB Wealth & Investments’s Chantal Marx on the mixed performance of the Magnificent 7 – some tech giants slipping, others surging – despite concerns over valuations earlier in the year. Investec’s Themba Maseko on the launch of the South African Market Surveillance Code of Conduct, a step toward strengthening transparency and market discipline. Independent economist Elize Kruger talks the latest BankservAfrica Take-home Pay Index, showing a month-on-month dip in wages, though still notably higher than a year ago.

STANLIB’s Chetan Ramlall envisages job-displacement, a reimagining of jobs where new types of roles will come to the fore.

Kea Nonyana from Scope Prime says Monday’s oil price movement points to a global glut, which could spell trouble for Sasol. Capital Appreciation CEO Brad Sacks attributes their strong results to significant growth in payment volumes. STANLIB’s Chetan Ramlall on using AI and machine learning in the investment process.

‘I think there are better opportunities [than gold], and we are looking at PGMs as the unappreciated commodity market over the next few years' – Tana Mongwe from Old Mutual investment Group.

Shaun Dendere of Trive Investments on Naspers and Prosus delivering strong results as they aim to diversify beyond Tencent. OMIG’s Tana Mongwe explains their shift from gold to increased exposure in PGMs. Dr Daniel Cash from Aston Law School highlights the importance of establishing an African Credit Rating Agency.

‘We need to develop strong teams that have equal knowledge – like the bond-issuing syndicates that structure the IPOs’: Dr Misheck Mutize, UCT Graduate School of Business.

Nick Kunze from Sanlam Private Wealth on whether US strikes on Iran pose a risk to oil prices – and by extension, inflation. Absa CIB's Opy Ramaremisa outlines the challenges and potential solutions in Africa’s renewable energy sector. Dr Misheck Mutize from UCT’s Graduate School of Business on the mispricing of African sovereign debt.

‘What's really going to change the game for Africa is to build some of these road and infrastructure networks across the continent’ – Sanisha Packirisamy from Momentum.

Kieran Witthuhn from Anchor covers Stadio's strong update and the continued pressure on the iron ore price this year. Sanisha Packirisamy from Momentum unpacks how geopolitics could shape – or shatter – South Africa’s ESG trajectory. Simon shares thoughts on oil: while the future is uncertain, a higher price remains the most likely outcome.

STANLIB’s Sylvester Kobo points out that SA ‘won't default. We'll always just print money, if it gets to that, to pay down our debt.’

Analyst Jimmy Moyaha unpacks Vukile Property Fund's results and the added strain oil poses to already fragile global growth. Prescient’s Hannah de Nobrega weighs in on inflation targeting — is now a good time for a rethink, and what would that mean? STANLIB’s Sylvester Kobo shares insights on where the rand and local bonds are headed in the second half of 2025.

Businesses can use what they already know about their consumers and ‘drive that into their private-label, especially with unique ingredients like Rooibos, which identifies with the South African consumer’: Tasneem Samodien of Old Mutual Private Wealth.

Kea Nonyana of Scope Prime talks oil as Middle East tensions persist. Tasneem Samodien of Old Mutual Private Wealth on why local retailers are turning to beauty for its higher margins. David Lloyd of King Alexander Investments believes retail investors are driving a quiet overhaul.

Tarina Vlok of Elite Risk stresses the importance of purchase invoices and authorised dealers, highlighting the links between counterfeits and organised crime.

RMB’s Matete Thulare questions whether the Fed is likely to cut rates at Wednesday’s FOMC meeting, with oil prices high and inflation still sticky. Ziad Saad from NMG Benefits unpacks the most common mistakes first-time investors make – and how to sidestep them. Tarina Vlok of Elite Risk warns of rising insurance risks as counterfeit luxury goods flood the market.

Tshiamo Molanda from Standard Bank describes surprising youthful funeral cover allocation, savings, credit card use, payment behaviour and home purchases.

Schalk Louw from PSG Old Oak weighs in on Karooooo CEO's massive $75 million share sale — what does it signal for investors? Tshiamo Molanda from Standard Bank breaks down their latest Youth Barometer: where is SA's youth putting their money? Simon’s take: Why all-time highs shouldn't scare smart investors – and might even be a green light.

The Seabourne Group acquisition is conceptually a really clever deal – Keith McLachlan, Element Investment Managers.

Gary Booysen from Rand Swiss on choosing a CFD broker amid a major broker's exit from SA. Keith McLachlan of Element Investment Managers discusses Santova’s results and acquisitions. Zikona Poswayo from Standard Bank introduces two new structured products focused on China and gold miners.

'It is the saddest thing when you chat to someone at 65 or 60 and all they have is R100 000’, says 10X Client Relationship Manager Khwezi Jackson.

Kea Nonyana from Scope Prime unpacks Telkom’s latest results and weighs in on the broader outlook for the local telco sector. Kobus Gertenbach, CEO of Premier Group, on solid results, tighter operational efficiency, and easing input costs boosting performance. Khwezi Jackson from 10X Investments on taking responsibility for your own retirement.

Aiman Shanks from Schroders talks through this ‘new investment era where previously held assumptions no longer hold water’.

Independent analyst Carmen Mpelwane breaks down Omnia’s performance: mining surges, agri holds firm, but chemicals drag. Aiman Shanks from Schroders dives into quantamental investing. Fortress CEO Steven Brown on their pre-close update – vacancies at just 0.9%? Which is basically fully let.

Ian Anderson of Merchant West Investments considers the impact of lower interest rates, attractive dividend yields, reduced vacancies, and ongoing value in Reit valuations.

Matete Thulare of RMB weighs in on the rand – can the currency’s newfound muscle keep flexing? Ian Anderson at Merchant West Investments reviews May’s Reit run – are there still bargains in the sector? Petri Redelinghuys from Herenya Capital Advisors: What alt-coins catch his eye apart from Bitcoin?

Smalltalkdaily’s Anthony Clark ponders the situation of Astral Foods and Rainbow Chicken, reflects on Nampak’s stellar turnaround and applauds CMH’s strong performance with its rising sales in Suzuki.

Kieran Witthuhn from Anchor on Discovery hitting all-time highs – is there still value to unlock? Equity analyst Anthony Clark weighs in: Could Brazil’s avian flu outbreak give local poultry producers a leg up? Simon on the stock market selloff: Don’t panic – this is when smart money buys, not bolts.

Leila Ebrahimi from PwC breaks down how companies must now reveal information about their highest and lowest earners.

Chantal Marx from FNB Wealth and Investments unpacks Spar's results – has the retailer turned a corner, and should Shoprite be looking over its shoulder? Leila Ebrahimi from PwC breaks down new pay gap rules and how companies must now reveal information about their highest and lowest earners. Steven Amey from Ashburton Investments shares three small money lessons he wishes he knew when he was 20.

The commercial vehicle sector performed exceptionally well in the month and potentially signals renewed confidence in the broader economy – Nada vice-chair Thembinkosi Pantsi.

Kea Nonyana from Scope Prime weighs in on whether local asset managers like Coronation, Ninety One, and Sygnia stand to benefit from rising markets. Harris Gore of Grovepoint Investment Management breaks down the state of US private credit and whether it's holding up. Plus, Thembinkosi Pantsi from the National Automotive Dealers Association unpacks the strong May vehicle sales and what they signal for the auto sector.

Nerina Visser from etfSA helps explain how ETNs differ from ETFs, their uses and benefits.

Petri Redelinghuys from Herenya Capital Advisors: With US markets brushing up against all-time highs, is it time to lean long – or start thinking short? Simon's uncovered a batch of IBS ETNs, each tracking surprisingly quirky and niche indices. Nerina Visser from ETFsa helps explain the story. Stacy Rouchos of Hobbs Sinclair talks trusts. They can be powerful tools, but when do you really need one?

‘It took the US as a nation 220 years to build up its first $1 trillion of debt, and it's now adding $1 trillion of debt every six months’ – Hywel George, Old Mutual Investments.

Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem’s results – what spooked the market? Plus, if you held Anglo American at Friday’s close, you now own Valterra. Should you hang on to this PGM play? Hywel George from Old Mutual Investments explores the logic behind Trumpanomics. PSG Wealth’s Wendy Myers shares tips on picking the right share trading platform.

‘When we are mining gold in South Africa one of the by-products is uranium, but in much of the rest of the world it is actually copper’ – Bruce Williamson, Integral Asset Management.

Chantal Marx from FNB Wealth & Investments shares insights on Lewis & Tsogo’s results and highlights Nvidia’s impressive growth. Bruce Williamson of Integral Asset Management praises the brilliance of Harmony’s acquisition of MAC Copper in Australia. Simon's thoughts on inflation targeting: where did it start and where to next?

Economist Sello Sekele breaks down SA’s Q2 2025 GDP outlook with inflation and local uncertainty in focus.

Kieran Witthuhn from Anchor unpacks Tiger Brands's stellar results and the Anglo American demerger.
Charl de Villiers of Ashburton Investments weighs in on Reunert’s steady showing.
Absa CIB’s Sello Sekele breaks down South Africa’s Q2 2025 outlook – GDP, inflation, and local uncertainty in focus.

‘We're seeing increasing levels of investment into the grid and stabilising the grid’ in the move away from traditional coal and gas plants, relying a lot more on wind and solar, says partner Paul O’Donnell.

Independent analyst Jimmy Moyaha breaks down Harmony’s copper move and Pepkor’s power-packed performance.
Paul O'Donnell from Greencoat Renewables sheds light on Europe’s green energy scene ahead of their JSE debut this June.
FinFix CEO Chris Coetzee unpacks new credit bureau rules – your overdraft’s now on the radar, and it could shrink your borrowing room.

Eva August, CEO of Century 21 SA, notes that sustainable homes have moved beyond niche appeal – they're now the expected norm.

Alex Duys of Umthombo Wealth shares insights on Altron’s impressive performance, highlighting the strength behind its latest results. Keith McLachlan from Element Investment Managers sees undervalued opportunity in Pick n Pay, despite the retailer's ongoing struggle to reach breakeven. Eva August, CEO of Century 21 SA, notes that sustainable homes have moved beyond niche appeal – they're now the expected norm.

Senior equity analyst Philip Short on how Flagship is navigating global uncertainty, style agnosticism, and FX risk.

Nick Kunze from Sanlam Private Wealth talks markets: Nampak's results as the turnaround continues and Sasol gets R3.9 billion from Transnet. Philip Short of Flagship Asset Management on adjusting global portfolios during tariffs and higher yields. Morningstar Investment Management SA's Roné Swanepoel offers tips on staying steady in times of uncertainty.

CEO Quinton Rossi notes: ‘We've got over 500 fintech businesses in Cape Town employing over 40 000 people,’ and the GNU ‘has been really good for business, particularly within the Western Cape’.

Schalk Louw from PSG Old Oak unpacks Investec's strong results. As someone who primarily focuses on equities, he shares how he’s interpreting the recent spike in global bond yields. Spear Reit CEO Quintin Rossi reflects on the company’s latest results and the encouraging rise in demand for international business process outsourcing (BPO) within South Africa. And Simon chats about the rand — what it’s really telling us, and why it might be saying more than you think.

The JSE newcomer comprises a focused portfolio of 11 top US stocks to invest in. CEO Justiné Brophy explains: ‘What you want is an equally weighted core that's going to be there with the best according to sector for the investor.’

Lonwabo Maqubela of Perpetua Investment Managers weighs in on Naspers and Prosus — are they still effective vehicles for Chinese exposure, with potential upside from a narrowing NAV discount?
Justiné Brophy, CEO of AnBro Capital Investments, introduces their new Titans ETN on the JSE — a focused portfolio of 11 top US stocks.
Andrew Amoils from New World Wealth discusses findings from their 2025 USA Wealth Report, highlighting a 78% rise in US millionaires over the past decade.

This year Google's parent company plans to invest hugely, primarily in AI and cloud infrastructure, reports Old Mutual Wealth research analyst Nadine Chetty-Khan.

Independent analyst Jimmy Moyaha on Sasol's capital markets day, which sent the stock higher, and Renergen's possible buyout. Nadine Chetty-Khan from Old Mutual Wealth talks about Alphabet's AI spending: Is it overdoing it or positioning itself for the long term? Tumelo Mabitsela, CEO of Kutlwanong Centre for Maths, Science & Technology, on prioritising education spend in Budget 3.0.

Over the years there has been a large change in retirement fund regulation, adding a significant burden to the administration process for smaller businesses – Niki Giles, Prescient Fund Services.

Gary Arnold, CEO of Astral, on the results: Revenue was higher, but cost pressures saw profit fall markedly.
Bianca Botes, Citadel Global, on how managing rand volatility could be a competitive advantage.
Niki Giles of Prescient Fund Services on umbrella funds and how they can help smaller companies with the complexity of staff retirement needs.

‘I think there's still some legs left to improve margins, especially with the Lafarge businesses that are now starting to gain momentum again’: CEO Andries van Heerden.

Nick Kunze from Sanlam Private Wealth unpacks the impact of Moody’s downgrade of US debt and how Richemont continues to impress the market. Afrimat CEO Andries van Heerden discusses the company’s results, which came in below expectations. Heinrich Louw of Cliffe Dekker Hofmeyr explains the risks directors face when companies fail to pay their taxes.

‘I'm very respectful of the market, but it can be a little irrational in selling things, especially when something seems to have gone up too much in the market's opinion’: Nishlen Govender from Citadel.

Schalk Louw from PSG Old Oak ponders the potential opportunity in select Chinese stocks, especially in light of recent tariff reductions.
Citadel's Nishlen Govender weighs in on the state of big tech – highlighting both the challenges and the possible openings for investors.
Simon shares his perspective on actively managed certificates (AMCs), and explains why he finds them an intriguing product concept that is well worth exploring further.

‘I think South Africa is a very resilient place with good people, good talent, and great opportunity’, declares CEO Zak Calisto.

Petri Redelinghuys from Herenya Capital talks Sasol. It's starting to look technically promising, with improvements on both the daily and weekly charts, buoyed by stronger oil prices and its retention in the MSCI World Index. Zak Calisto, CEO of Karooooo, unpacks the company's FY 2025 results and the key drivers behind its performance. Meanwhile, Standard Bank CIB’s Sam Dahya discusses the rise in investor inflows into Africa and how standardisation could be the key to unlocking even greater growth.

‘We've seen with Covid once you're not in a market you start losing that shelf space, so it is fairly important that we maintain that status – Abrie Rautenbach from Absa AgriBusiness.

Scope Prime’s Kea Nonyana unpacks Exxaro’s manganese move — and whether a truce on tariffs could dull gold’s sparkle. Absa’s Abrie Rautenbach weighs in on how tariffs are biting into South Africa’s agri sector. Tax Consulting SA’s John-Paul Fraser on why expats are among the millions eyeing the two-pot cash.

CEO Andrew König shares on the robust industrial sector, the Polish portfolio and the growing benefit of solar energy in business.

Alex Duys of Umthombo Wealth highlights Lewis Group’s strong trading update and Boxer’s solid first results as a listed company. Redefine CEO Andrew König notes continued pressure in the local office sector, while Poland nears full occupancy. Calgro M3 CEO Ben Pierre Malherbe reports a sharp revenue drop but resilient gross margins, reflecting tight cost control.

‘With all the fun and games going on between President Trump and the Chinese ... the retailers out of the US are not really ordering clothing and unfortunately everybody is adopting a wait-and-see attitude which has a knock-on effect on the selling prices [of dissolving wood pulp]’: CEO Steve Binnie.

Nick Kunze of Sanlam Private Wealth discusses AngloGold and the outlook for gold miners' profits as the metal trades just below record highs. Sappi CEO Steve Binnie unpacks the company's results and the possible upside from trade tariffs. KAL CEO Sean Walsh comments on results, with revenue impacted by lower fuel prices.

David Lloyd, CEO of King Alexander Investments, describes his company’s unconventional ‘only pay when you're winning’ fee structure.

Carmen Mpelwane unpacks AB InBev’s rising profits despite falling beer sales. David Lloyd of King Alexander Investments introduces a fresh take on LISPs with flat fees and guarantees. Plus, Simon weighs in on subscription fatigue – are we paying too much for too many?

The company presents ‘a sad story and really a cautionary tale for investors, particularly quality investors,’ following a series of unfortunate events – Tasneem Samodien from Old Mutual Private Wealth.

Independent analyst Jimmy Moyaha unpacks Palantir Technologies — strong results and raised guidance, but the stock still tumbled over 10%. Tasneem Samodien of Old Mutual Private Wealth looks into Estée Lauder’s dramatic 80% decline. What went wrong, and is there value to be found or reason to steer clear? Michael Lenz, CEO of TransBridj, on how their digital bridging finance solution is reshaping the home buying process for buyers and estate agents alike.

The 'Thaba JV will give us significant chrome revenue, obviously with a lower-risk co-production model’ – CEO Jaco Prinsloo.

Gary Booysen from Rand Swiss discusses MTN's latest updates on Ghana, Nigeria, and Rwanda. After a strong performance this year, is it still an attractive investment? Jaco Prinsloo, CEO of AIM-listed Sylvania Platinum, talks about their expansion into chrome. Erica Liebenberg from Just Money explores the concept of the time value of money.

Anchor Capital CEO Peter Armitage reflects on Warren Buffett's investment philosophy and timeless lessons

Chantal Marx from FNB Wealth and Investments unpacks Gold Fields’s big acquisition — but should we be worried about the lack of greenfields? Peter Armitage, CEO of Anchor, weighs in on Warren Buffett’s surprise retirement and the timeless lessons we can take from his legendary legacy. Meanwhile, Thembinkosi Pantsi of the National Automobile Dealers Association says vehicle sales might be showing signs of real momentum.

'If the VIX, [the] volatility index goes above 30, maybe take some trading off. Play when the environment is suitable for you to make money, not when the environment is against you' – Petri Redelinghuys, Herenya Capital.

Nick Kunze from Sanlam Private Wealth unpacks US GDP, jobs data, and Opec’s plan to fast-track production hikes in June. Harris Gorre of Grove Point Investment Management explores the investment opportunities emerging from the US 10-year bond selloff. Petri Redelinghuys of Herenya Capital Advisors weighs in on navigating volatile markets versus trending ones – which offers the edge?

Krishan Gopaul from the World Gold Council explores gold demand trends for central banks and ETFs, as well as the resilience of jewellery consumption in Q1 2025.

Chantal Marx from FNB Wealth & Investments unpacks the what, why, and how of building a core portfolio. Krishan Gopaul from the World Gold Council discusses Q1 2025 gold trends as ETF demand climbs. Simon shares thoughts on JSE all-time highs despite no budget in place.

IaIn Cunningham, head of multi-asset growth at 91 in London, considers the world’s largest country shift towards domestic consumption rather than saving as a strategy to achieve its 5% GDP growth.

Independent analyst Jimmy Moyaha unpacks WeBuyCars’s trading update – modest core Heps growth, but is it fair value? Ninety One’s Iain Cunningham on why domestic consumption is key to hitting 2025’s 5% GDP goal. Street Wallet’s Kosta Scholiadis on a new tool helping street vendors thrive in a cashless economy.

‘The world needs to double the amount of electricity it produces over the next 25 years...and the only way the world is going to do it is with more nuclear power’ – CEO Paul Mann.

Kea Nonyana from Scope Prime unpacks local retailers: Is there still value on the table? Is Mag 7 flashing a buy signal yet? Plus, oil – should you be going long or short? Paul Mann, CEO of Nasdaq-listed Asp Isotopes, talks growth plans and why a JSE listing is next on the cards. PSG Insure's Ryno de Kock warns that a weaker rand could push up the replacement cost of your insured goods. Here’s what you need to know.

John Orford from OMIG unpacks the local market mood amid Vat flip-flops and GNU tensions.

Anchor’s Kieran Witthuhn breaks down Netflix’s grown-up results – and the horror story that is Aspen’s latest news. John Orford from OMIG unpacks the local market mood – spoiler: global jitters are calling the shots. Simon shares smart strategies for setting stop losses – should you go by price or play the event angle?

A lot has happened in the past two months which almost makes the February budget ‘a bit obsolete’ – Dr Azar Jammine from Econometrix.

Schalk Louw from PSG Old Oak dives into Capitec’s latest results – the stock’s not cheap, but the numbers and growth are hard to ignore. Keith McLachlan from Element Investment Managers chats about what to do when one of your stocks has run hard and suddenly makes up a big chunk of your portfolio. Dr Azar Jammine from Econometrix gives his take on the IMF’s downgrade of South Africa’s 2025 GDP forecast – and why it’s way below what Treasury is expecting.

Fatgie Adams of TransUnion Africa emphasises the need to check one’s financial standing regularly, especially to identify possible fraud or unknown outstanding payments.

Viv Govender of Rand Swiss unpacks Trump’s criticism of Fed Chair Powell – what’s behind it? Fatgie Adams from TransUnion Africa highlights why credit reports matter as more South Africans start paying attention. John Jack, CEO of Galetti Corporate Real Estate, weighs in on whether the property market is back to pre-pandemic levels – and if it’s a safe haven.

'We are potentially going to see a quarter of negative GDP growth’ – Reza Hendrickse of PPS Investments.

Petri Redelinghuys of Herenya Capital Advisors unpacks the energy trade in the context of a slowing global GDP – and what a Trump comeback, with his pro-coal and pro-drilling stance, could mean for the sector. Balwin CEO Steve Brookes shares insights on the property market as the company secures R1 billion in funding from the IFC. Reza Hendrickse from PPS Investments explains how they’re positioning global portfolios amid shifting macroeconomic dynamics.

Meryl Pick from Old Mutual Investment Group offers insights into the current fluid state of the gold market and ‘possibly where gold is heading in the medium to short term’.

Matete Thulare RMB talks the rand: If the GNU with both DA and ANC holds, could we see rand strength? Meryl Pick from OMIG on the not-so-wild idea that gold could reach $4 500. Simon's thoughts on what qualifications you need to get into the investment industry.

Prescient's Tian Pan mulls China's response to the trade war, saying: ‘What's encouraging is that on the Chinese side it appears all of their responses seem well planned in advance’.

Petri Redelinghuys from Herenya Capital Advisors on whether the selling is over or if he is still being cautious. Prescient's Tian Pan on China's response so far to the tariffs and whether they could come out stronger. Chipo Masawi from Absa CIB on their February Merchant Spend Analytics Report.

Kriben Reddy, CEO of Kredo Mobility, explains how trade and retail worth are currently determined.

Carmen Mpelwane on the JSE stock catching attention – high dividend yield and trading volumes rising amid market volatility. Alexforbes’s Janina Slawski unpacks key insights from the December 2024 Manager Watch™️ Survey on retirement fund investment managers. Kriben Reddy, CEO of Kredo Mobility, on used car valuations – are we measuring them right in today’s market?

Stanlib’s Rademeyer Vermaak explains his company’s data-driven approach to risk management in uncertain times.

Nick Kunze from Sanlam Private Wealth unpacks strong US bank earnings – impressive, but are they just history? The real focus is the US 10-year and the uncertainty ahead. STANLIB’s Rademeyer Vermaak weighs in on the biggest drivers likely to shape the local equity market this year. Investec Business Banking’s Dylan Govender on the 90-day tariff pause – is it enough breathing room for businesses to plan ahead?

Discovery Bank CEO Hylton Kallner shares details from the SpendTrend25 report, describing the increasing use of digital payments and financial security awareness.

Schalk Louw from PSG Old Oak on whether we're back to normal in the markets. Discovery Bank CEO Hylton Kallner unpacks their SpendTrend25 report – consumers are still feeling the pinch, but there’s optimism and smart spending all around. Simon wonders: With Purple Group posting over 200% growth in Heps, why didn’t the share price follow?

‘In the first seven days of April [clients] deposited R400 million ... So the old adage that retail runs away from a fight or from a storm is just not true’: Purple Group CEO Charles Savage.

Kea Nonyana Scope Prime as Trump folds on tariffs, can markets and business trust him? Charles Savage, CEO of Purple Group, on the numbers behind their profit surge – more than double! Shelley Hartman from Morningstar SA dives into the sneaky beliefs that quietly shape how we handle money.

Nerina Visser explores the small but powerful world of tracking errors.

Chantal Marx from FNB Wealth and Investment shares where she’s spotting value –locally or globally, if anywhere right now. Nerina Visser from ETFsa unpacks tracking errors on local ETFs – what they are and how they manage to stay so low. PSG Asset Management’s Ané Craig talks outlook for local fixed income in 2025, and ways to dial down volatility in the space.

Meryl Pick from Old Mutual Investment Group unpacks the talk around a potential exclusion from Agoa — and why it might not be as bad as many are making it out to be.

Independent analyst Carmen Mpelwane looks at whether it might be time for investors to start exploring markets outside the US, as global sell-offs continue in response to the Trump tariffs. Meryl Pick from Old Mutual Investment Group unpacks the talk around a potential exclusion from Agoa — and why it might not be as bad as many are making it out to be. Frank Leonette, CEO of GloRep, chats about what’s being done to help get us off the grey list.

Tarina Vlok, MD of Elite Risk Acceptance, shares how to protect your prized possessions.

If Trump sticks to his tariff guns, where should your money go? Value stocks, defensive plays, or glittering gold? Nick Kunze from Sanlam Private Wealth weighs in. Tarina Vlok, MD of Elite Risk Acceptance, shares how to protect your prized possessions – when luxury calls for elite cover. Momentum's Andile Jonas explains why stashing cash isn’t a strategy – long-term wealth needs more than just savings.

Keith McLachlan from Element Investment Managers explains the concept of embedded value in insurance companies.

Viv Govender from Rand Swiss breaks down a tough day of selling in local and global markets; what now? Keith McLachlan from Element Investment Managers explains the concept of embedded value in insurance companies. Simon shares his insights on expenses and the importance of knowing your effective annual cost.

Satrix CIO Kingsley Williams explains why, after a long period of investing, clients are often disappointed to discover that they haven't quite reached their investment goals or targets.

Jimmy Moyaha on US tariffs: What did and didn’t we get?
Satrix CIO Kingsley Williams on managing bumpy markets as market volatility heats up. Sarb Deputy Governor Dr Mampho Modise on the Corporation for Deposit Insurance one year after launch.

‘If coalitions that agree have a tough time, you’re going to land up in an even messier circumstance if you just can’t get this [budget] over the line’– Professor Adrian Saville from Gibs.

Faheema Adia of Momentum Securities unpacks Shaftesbury Capital’s confirmation of a 25% sale of Covent Garden estate at their valuation – could this be a prime real estate opportunity? Gibs's Professor Adrian Saville explores the budget vote stakes – what happens if it doesn’t pass, and is the real issue a lack of imagination? Jashwin Baijoo from Tax Consulting SA breaks down the latest Sars revenue data – what’s the story behind the numbers?

It is ‘pivotal for us to support the smaller guys, the ones that are starting up, so that we can get them to that point where they actually can contribute to the economy effectively’: Maude Modise –Shoprite Group.

Simon asks Petri Redelinghuys from Herenya Capital Advisors if he's bracing for impact ahead of ‘Liberation Day,’ while Shoprite Group’s Maude Modise sheds light on the state of South Africa’s SMME sector. Meanwhile, Nomi Bodlani from Allan Gray unpacks the sneaky trap of lifestyle creep – and how to avoid it.

‘What it does seem is that overwhelmingly [they] have been used to pay down debt’: Rob Southey from Momentum Corporate.

Nick Kunze from Sanlam Private Wealth on the latest US inflation data: With this increase coming in hot, how concerned should we be? Luno's Johan Hetzel talks about how illicit transactions in crypto are now significantly lower than in traditional finance. Rob Southey from Momentum Corporate takes a look at where the two-pot withdrawals have been going.

Ann Sebastian from Terebinth Capital contemplates results and prospects for Shoprite, Spar, AVI and Tiger Brands.

Alex Duys from Umthombo Wealth on PPC going ahead with its new Western Cape plant and Datatec's latest update: Is this a stock worth watching? Ann Sebastian from Terebinth Capital talks food producers and retailers on the JSE. Simon offers his hacks on investing in single commodities.

Marc Ashton from Decusatio expresses regret at counters the likes of ARC delisting from the JSE.

Matete Thulare from RMB unpacks the rand’s unexpected stability, Harris Gorre of Grovepoint dives into the shifting US private credit market amid rate drops, and Marc Ashton from Decusatio reveals surprising small private investor stakes in 'exciting' JSE small caps.

Stanlib's Eulali Gouws explains the intricacies and implications of the coming Jibar/Zaronia switchover.

Kieran Witthuhn from Anchor unpacks the hefty Remgro discount to net asset value. Master Drilling CFO Andre van Deventer discusses strong results and a robust pipeline of new projects, while STANLIB's Eulali Gouws talks navigating money market funds amid falling interest rates.

‘All the talk about privatisation, all the talk about closer cooperation with the private sector ... seems to be only talk. They really need to get on with this because the private sector at large stands between what is happening in Africa now and disaster in future‘ – Dr Roelof Botha.

Insights from Odwa Magwentshu at Momentum on Stadio and AdvTech’s FY results, Roné Swanepoel from Morningstar on the state of investor confidence, and Dr Roelof Botha unpacks the latest Afrimat Construction Index.

‘For a novice investor it could be quite overwhelming and then you'd end up finding yourself in a situation when you don't save or invest’: Daniel dos Passos from FNB ETFs.

Jimmy Moyaha unpacks Momentum's strong results, while FNB ETF's Daniel Dos Passos explores the paradox of choice in investment decisions. Niveshen Govender, CEO of the South African Wind Energy Association, discusses financing for renewable energy.

The ‘effect of Elon Musk seems to be taking hold,’ posits Philip Short from Flagship Asset Management.

Lonwabo Maqubela from Perpetua Investment Managers shares key insights from his recent trip to Japan. Philip Short from Flagship Asset Management explores the impact of tariffs on global markets. Meanwhile, Hannah de Nobrega from Prescient Investment Management looks ahead to the upcoming MPC meeting – will it be a hold or cut?

Mila Vicquery from Energy Partners addresses the impact of Trump’s withdrawal of the US from the Paris Agreement on ESG and the Just Energy Transition.

Chantal Marx from FNB Wealth & Investments discusses the strong results from Old Mutual and the challenging performance of Super Group.
Mila Vicquery from Energy Partners addresses the impact of Trump’s withdrawal of the US from the Paris Agreement on ESG and the just energy transition. Is ESG losing its relevance?
Pieter Viljoen, CEO of YOA, talks about the growth in South Africa's optical cable market production.

Brett Mackay from 10X Investments also weighs the pros and cons of living vs guaranteed life annuities.

Independent analyst Carmen Mpelwane breaks down MTN's results, packed with “constant currency” adjustments. Brett Mackay from 10X Investments weighs the pros and cons of living vs guaranteed life annuities. Old Mutual Alternative Investments explores the role of private markets in a 60/40 portfolio.

Younger generations in particular are using it for big-ticket items. Rather than shelling out all in one month, they can pay over, say, three or four months – Mladen Čólić from TransUnion.

Kea Nonyana from Scope Prime on Renergen’s long-awaited helium production and his top pick among JSE-listed diversified miners. Absa’s Adam Reeves unpacks the mechanics of structured products, while Mladen Čólić from TransUnion Africa explores the rise of Buy Now Pay Later and its role in financial inclusion across the continent.

Rob van Eyden of Scope Markets explains the role of education for savings, investing, budgeting, risk reduction, tax management and making informed decisions.

Schalk Louw from PSG Old Oak discusses Standard Bank’s modest results, and Hyprop’s solid performance. Robert Van Eyden, CEO of Scope Markets, highlights the broader benefits of financial education beyond individuals to the economy. Meanwhile, Simon shares his thoughts on the budget – far from the worst, but can it pass without DA support?

Professor Adré Schreuder shares insights from UP’s 2024 consumer survey on local bank satisfaction.

Matete Thulare from RMB discusses a tough budget, including a 0.5% Vat hike for this year and next. Professor Adré Schreude from the University of Pretoria shares insights from their consumer survey on local bank satisfaction. Zikona Poswayo from Standard Bank unveils their new AI-structured investment product.

‘What has driven the [retail] turnaround ... is a substantial improvement in the quality of the customers ... taken on board with new credit models, but also a drive into touch-and-feel small format showrooms’: CEO Sean Wibberley.

Alex Duys of Umthombo Wealth on Absa's strong results and Attacq's impressive performance. Sean Wibberley, CEO of Homechoice International, discusses results driven by fintech growth. Momentum Investments's Sanisha Packirisamy previews Budget 2025 2.0 ... will we see a Vat hike?

‘Now's the time for active stock-picking and active management to really earn its stripes’ and generate alpha for investors: Reko Nare from Anchor Capital.

Reko Nare from Anchor discusses US macro data as we await Wednesday's US inflation report. Bruce Stong, CEO of Mpact, reflects on tough trading conditions, though with some positives in their latest results. Sean Kelly from Parity Wealth Managers analyses US market performance compared to South Africa and other global markets.

Andrew Williams, Schroders’ investment director for Global Value Equities, characterises China as the ‘dark destroyer’ of profit margins for developed market businesses.

Nick Kunze from Sanlam Private Wealth unpacks Rainbow’s results and what US jobs data means for markets. Andrew Williams from Schroders on Trump, tech, and whether value stocks still offer real value. Dylan Govender of Investec Business Banking explores Trump’s bold trade moves and what local investors should keep an eye on.

‘Dash has been doing especially well’ ... together with the opening of ‘dark stores’ and prestige beauty brands knocking on Woolies door: CEO Roy Bagattini.

Independent analyst Jimmy Moyaha breaks down FirstRand’s results and the broader struggles seen in recent SA Inc earnings. Woolworths CEO Roy Bagattini unpacks the hurdles in the retailer’s fashion and beauty segments. Simon shares his top picks for your tax-free savings account.

‘If you can put a proper product in front of a community which is hungry for the opportunity and aspires to access it, you can do well’: CEO Cobus Loubser.

Chantal Marx from FNB Wealth & Investments breaks down Spur and Woolies's results – South Africans are dining out but not refreshing their wardrobes. Curro Holdings CEO Cobus Loubser discusses modest learner growth, while Cashbuild CEO Werner de Jager reflects on muted gains that didn't benefit much from lower rates and two-pot money.

‘As we've broken into profitability, the cost-to-income ratio effectively drops below 100% and is dropping or decreasing very, very rapidly as we add scale to the platform,’: Hylton Kallner, CEO, Discovery Bank.

Momentum Securities's Faheema Adia discusses Nedbank’s resilient high single-digit growth despite tough market conditions, while Shoprite CEO Pieter Engelbrecht highlights the company’s strong results, the expansion of 60Sixty, and easing food inflation. Meanwhile, Discovery Bank CEO Hylton Kallner shares how the bank achieved profitability in December.

OMIG's Mario Fisher cautions against panic. ‘[W]e are less emotionally invested in the investment process. ... Most of the time it just comes out in the wash’.

Independent analyst Carmen Mpelwane on Santam’s strong results, solid dividend yield, and fair valuation. OMIG's Mario Fisher offers tips on finding opportunities in a concentrated global market. Sello Sekele, from Absa, unpacks February’s PMI decline and manufacturing weakness.

‘You're no longer restricted to buy [gold] in a full ounce, a quarter of an ounce, half an ounce, which are your traditional metrics. But you can go down as low as R50 on our primary markets’: Connie Bloem, MD Mesh.trade.

Nick Kunze from Sanlam Private Wealth breaks down Truworths’s results and Thungela’s latest update. KAP CEO Gary Chaplin on results as their new fibreboard production kicks into gear. Mesh.trade MD Connie Bloem on shaking up gold with tokenised TroyGold.

‘The working class are people earning between R8 000 and R22 000, where we've got about 14.8 million people’ – Motlatsi Mkalala from Standard Bank.

RMB’s Matete Thulare unpacks Motus results as car sales stall and second-hand purchases rise. Standard Bank’s Motlatsi Mkalala explores the growing spending power of the working class despite ongoing challenges. Plus, Simon on why the same investment strategy yields different stocks over time.

My thinking is when this year is said and done we'll probably have growth in plans passed and eventually building completions too, with a mild lag of five to 10% – John Loos, FNB.

Casey Sprake from Anchor Capital considers the situation not a point for immediate panic at the moment, but reminds us that what we are paying for power is globally ‘not that broadly out of context’.

Matete Thulare from RMB on the rand's resilience even as Trump bashes us and bonds weaken. Casey Sprake from Anchor on Eskom's challenges with denied price hikes, debt, and independent power producers. Simon's insights on investing in water, both personally and in your portfolio.

‘At these gold prices we expect to be pretty much de-geared – including a nice increase in dividends in the next 12 to 18 months’: Cobus Loots, CEO Pan African Resources.

Kea Nonyana from Scope Prime discusses PGMs and why there’s still no strong buy case, along with his biggest concerns for the year ahead.
Cobus Loots, CEO of Pan African Resources, breaks down the latest results, including a drop in gold production and sales, and the conclusion of their hedging agreement.
BetterBond's Bradd Bendall shares insights on the noticeable recovery in South Africa’s residential property market.

‘I think a good place to invest for AI or AI-themed would be the infrastructure plays, as there'll be larger data centres and greater energy providers for AI’: Philip Short – Flagship Asset Management.

Independent analyst Carmen Mpelwane breaks down the Santam update and the significant gap between expected EPS and Heps growth. Harry Scherzer, CEO of Future Forex, discusses the potential risks of South Africa losing its Agoa status. Philip Short from Flagship Asset Management explores how DeepSeek’s energy efficiency is unexpectedly boosting the outlook for AI energy companies.

As things rapidly change, 'the relative game is very much US equities over US bonds, even though the valuations might tell you the other way around’ is the view of Momentum Investments’ Herman van Papendorp.

Chantal Marx from FNB Wealth & Investments unpacks Telkom’s latest update, with weak revenue growth but strong mobile and data performance. Reza Hendrickse from PPS Investments discusses where the cash is going after selling down local bonds last year, while Herman van Papendorp from Momentum Investments shares insights on managing portfolios in the era of Trumponomics.

‘Over the last number of years it's become harder and harder for, for example, oil, gas and coal companies to raise funding and financing to build mines. The streamers have jumped into that space to fill the niche’ – Keith McLachlan from Integral Asset Management.

Nick Kunze from Sanlam Private Wealth unpacks more strong US jobs data and more Trump risks, while Integral Investment Managers's Keith McLachlan explores ‘mine streaming,’ where funders are repaid in mined commodities. Beer Association of SA CEO Charlene Louw breaks down the scale of the local and global beer economy.

‘We want to allow our investment people to spend a lot more time doing the human part of investing, rather than the stuff that the machine is going to do’: Stanlib CEO Derrick Mnisi

Odwa Magwentshu from Momentum unpacks updates from Kumba Iron Ore, Anglo Platinum and DRD. Derrick Msibi, CEO of STANLIB, discusses the changing face of managing money and whether we can get off the grey list this year. Simon offers his thoughts on managing your portfolio in the era of Trump volatility.

People want not only to have the money available for a burial. They need money for when kids’s education costs come – Futurewise MD Arno Jansen van Vuuren.

Independent analyst Jimmy Moyaha weighs in on Sappi's Q1 results. Izak Odendaal from Old Mutual Wealth discusses South Africa's economic growth potential and the role of the GNU in fostering it. Arno Jansen van Vuuren from Futurewise explains why education insurance might be a smarter choice than additional life cover.

John Reade from the World Gold Council explores a record-breaking year for gold demand, driven by aggressive central bank buying in Q4.

Chantal Marx from FNB Wealth & Investments unpacks the latest trading updates from Pick n Pay and Boxer, while John Reade from the World Gold Council explores a record-breaking year for gold demand driven by aggressive central bank buying in Q4. Plus, Peregrine Capital's David Fraser looks ahead to the upcoming year, examining the risks and opportunities as global market valuations remain high.

‘We are going to see ... the continuation of what I call the Asian invasion... more new cars being pumped into the market,’ WesBank CEO Ghana Msibi predicts.

As we enter day two of the trade wars, Petri Redelinghuys, Herenya Capital Advisors founder, shares his stance – buy, sell, hold, or hide? After a tough 2024, WesBank CEO Ghana Msibi discusses whether SA’s vehicle industry shows signs of recovery. BPESA CEO Reshni Singh explores the growth and potential of SA’s global business services sector.

Gert Blignaut, CEO of the Beefmaster Group, explains why SA beef producers remain upbeat about 2025 prospects.

Nick Kunze from Sanlam Private Wealth on load shedding and trade wars ... it’s about to get bumpy. Gert Blignaut, CEO Beefmaster Group SA, explains why beef producers are upbeat about 2025 prospects. PR de Wet from VDT Attorneys stresses that smart tax planning today fuels stronger portfolio growth tomorrow.

Stanlib’s Johan Marnewick asks whether attempts at energy reform are perhaps in vain, and notes that investing in these technologies has been ‘an enormously profitable enterprise’.

Schalk Louw from PSG Old Oak breaks down the highs and lows of the first month of 2025. STANLIB's Johan Marnewick explores the ripple effects of the US pulling out of the Paris Agreement. Simon reflects on the experience of being a tourist in your own town or country.

In light of the Altron FinTech Household Resilience Index, Dr Roelof Botha deplores the MPC’s rate-cut decisions and manufacturing capacity utilisation, but says there is ‘definitely life in the economy’.

Lonwabo Maqubela from Perpetua Investment Managers on Hyprop’s update, highlighting solid retail growth both locally and offshore. Dr Roelof Botha on the Altron Fintech Household Resilience Index and its insights into consumer trends in Q4 last year.

We saw that massive sell off on Monday. Viv Govender of Rand Swiss dives into the tech shaking up US AI markets. Is it the real deal?

Independent analyst Jimmy Moyaha unpacks the latest updates from Shoprite and Woolies. Viv Govender of Rand Swiss dives into Deepseek AI from China – the tech shaking up US AI markets. Is it the real deal? Citadel's Mike van der Westhuizen on bold steps South Africa must take to fix its economy.

Property strategist John Loos explains trends observed across the commercial market, with ‘some emphasis’ on owner-occupied participants.

Independent analyst Carmen Mpelwane discusses Lewis's trading update, a rare one welcomed by the market. John Loos from FNB shares insights from the lender's property broker survey results. Adele du Toit from the Rooibos Council speaks on the growing demand for Rooibos and its future potential.

‘We're sitting at around 75% debt to GDP with interest rates where they are; currently north of 20% of all government revenue is now required just to service the interest on that debt – not even to pay down the debt’: Rory Kutisker-Jacobsonfrom Allan Gray.

Nick Kunze from Sanlam Private Wealth discusses Reinet's NAV update, highlighting its significant trading discount, and comments on the sell-off following Foschini's trading update. Rory Kutisker-Jacobson of Allan Gray explains sentiment swings and why they are trimming exposure to SA Inc stocks.

‘The nature of the beast is yes, these drugs come off patent; the demand is there and someone could produce it more cheaply’, Integral Asset Management’s Keith McLachlan points out.

Shaun Dendere from Trive Investments breaks down Sasol’s trading update and Cashbuild’s strong results. Keith McLachlan from Integral Asset Management dives into the GLP-1 drug boom and its investment opportunities. Simon on big purchases: Trust less, verify more.

Craig Gradidge of Gradidge-Mahura Investments makes sense of the Sasol Inzalo, Khanyisa and SOLBE1 BEE deals.

Kea Nonyana from Scope Prime discusses the Mr Price update and the outlook for local consumer stocks. Devina Dawkinun from Regent Business School shares insights on the global economy at a pivotal moment. Craig Gradidge from Gradidge Mahura Investments explains the latest developments in Sasol's BEE scheme, Khanyisa.

Momentum Group's consumer financial education specialist Salem Nyati offers practical tips on how stressed consumers can relieve their ‘Januworries’.

Gary Booysen from Rand Swiss breaks down Clicks's trading update and why the market views it as underwhelming. Hannah de Nobrega from Prescient Investment Management shares insights on what to watch in the upcoming local CPI data. Salem Nyati from Momentum offers tips on managing debt and making the most of payment holidays.

Luno's Christo de Wit explains how and why meme coins are listed on Ethereum or Solana.

Kieran Witthuhn from Anchor discusses TSMC results and US bank earnings. Luno's Christo de Wit explains how and why meme coins are listed on Ether or Solana. Sidney Fletcher of Tax Consulting SA unpacks Sars's crackdown on trust tax arrears.

Anchor Capital investment analyst Casey Sprake looks at inflation expectations for the next three years.

Nick Kunze from Sanlam Private Wealth discusses reports of Sasol possibly spinning off its US chemicals operations and analyses the Ninety One AUM update. Dean Furman, CEO of 1064 Degree, shares insights on what to expect from AI in 2025. Casey Sprake from Anchor explores inflation expectations and their importance.

‘Across the board for many high-quality businesses ... having to pay PE ratios north of 35 seems a little high at this stage. So we're just taking a fairly defensive stance on US equities’– Independent Securities CIO Simon Fillmore.

Alex Duys from Umthombo Wealth discusses Richemont’s strong update, which drove the stock to all-time highs, and PPC’s new R3 billion cement plant in the Western Cape. Simon Fillmore of Independent Securities shares his market outlook for 2025 and adjacent AI ideas. Simon shares his thoughts on fees – the good and the bad.

‘I think the average South African investor is still very underweight property; yet it plays a very important role in any portfolio’ – Ian Anderson from Merchant West Investments.

Zak Calisto, CEO of Karooooo, reflects on results that showcased another quarter of strong growth, particularly in Southeast Asia. Meanwhile, Ian Anderson from Merchant West Investments examines the strong performance of Reits in 2024 and shares insights on their prospects for the year ahead. Independent analyst Jimmy Moyaha discusses whether, after years of struggle, it might finally be time for PGM stocks.

Nerina Visser explains the intricacies of ETF taxation and fees and helps investors understand the nuances.

Viv Govender of Rand Swiss shares insights on the Biden administration's updated export rule for AI chips, which has knocked Nvidia and ETFsa's Nerina Visser on understanding the distribution Sens announcements from ETFs. Ruan Maré of the Competition Commission on the fresh produce market inquiry that has far-reaching implications for some listed stocks.

‘We really like the Middle East… They know the age of oil is coming to an end in the next few decades, and they’re investing to diversify their economies’ – Archie Hart from Ninety One.

Kea Nonyana of Scope Prime on Life Healthcare exiting another business (Life Molecular Imaging), and what’s driving oil higher?
Ninety One's Archie Hart shares insights on opportunities in emerging markets; and, Agricultural Business Chamber chief economist Wandile Sihlobo weighs in on what’s driving the rise in cocoa prices.

Waldo Marcus, director at TPN, shares his property expectations for the new year.

Independent analyst Carmen Mpelwane weighs in on whether further US rate cuts are on hold after strong US jobs data; and, Petri Redelinghuys of Herenya Capital Advisors on his trade of the year. Plus, TPN director Waldo Marcus shares insight on the impact of city management and water on residential property valuations.

Chris Eddie of 10X Investments on potentially very poor US equity returns over the next decade as the recent massive run higher has sent valuations skyrocketing. Plus, Simon's thoughts on when your medical aid rejects your valid claim.

Ryk van Niekerk, editor at Moneyweb, on his career as a financial journalist and how we can all become our own investigative journalists on our investments.

Keith McLachlan from Integral Investment Management shares insights on offshore investing, evaluating executive performance, and uncovering value.

Andile Ngcaba from Convergence Partners discusses the expansion of Ctrack and questions why iPhones aren’t made in Africa.

Chantal Marx from FNB Wealth & Investments reflects on the key themes that contributed to a successful 2024 for investors and explores how these insights can guide us in 2025.

‘I think market volatility will be the name of the game next year’ – Old Mutual Group Chief Economist Johann Els.

Kea Nonyana from Scope Prime discusses key market movements in 2024, focusing on gold, Sasol, and commodities. He also reflects on his standout moments of the year and ponders whether the US tech rally can continue into 2025.

Johann Els from Old Mutual shares his insights on the inflation outlook and potential rate cuts for 2025, exploring the possibility of a late US rate hike and whether the Sarb’s MPC is now targeting the lower end of the CPI range at 3%.

‘We are expecting to get the La Niña rains. Ultimately we are optimistic and thinking that we may have a season of recovery – but we need that rain badly’: Wandile Sihlobo from the Agricultural Business Chamber of SA.

RMB’s Matete Thulare explores the factors driving the rand, examining whether it's more influenced by SA’s economy or the US dollar, and compares the rand's performance against other emerging market currencies this year. Wandile Sihlobo from the Agricultural Business Chamber of SA takes a deep dive into the impact of the agri-sector on the third-quarter GDP while also offering insights on the rain forecast for the upcoming planting season.

‘We are about to get to a point where we can no longer trust video. We can't trust photos any more’: Viv Govender from Rand Swiss.

Nerina Visser, director at ETFsa, discusses the standout exchange-traded products (ETPs) of 2024 and highlights emerging trends in the local ETP industry, which saw strong growth this year. Viv Govender from Rand Swiss delves into the AI boom, exploring how major tech companies are capitalising on this surge, future trends in AI, and the potential impact of Tesla's full self-driving (FSD) advantage under a Trump presidency

‘On the client side of Westbrooke's business what we've seen this year is significant demand and capital flows for our alternative investment mandates and strategies’: Dino Zuccollo, Head of Investor Solutions and Director.

Nick Kunze from Sanlam Private Wealth shares insights on the standout winners and new listings on the JSE in 2024, highlighting which stocks he would hold into 2025. Meanwhile, Dino Zuccollo of Westbrooke Alternative Asset Management reflects on the performance of private equity and private credit markets over the past year, looking back at the trends and developments shaping these sectors in 2024.

‘There are some unique South African challenges, but ... also lots of South African players, and now some globals, who want to solve some of these issues’: Thomas Kingombe Kock of the Boston Consulting Group.

Schalk Louw from PSG Old Oak shares his reflections on the highs and lows of 2024, a year where most assets surged, with some delivering standout gains. Thomas Kingombe Kock from Boston Consulting Group delves into South Africa's booming e-commerce sector, examining how local online retailers are holding their own against global giants like Shein, Temu, and Amazon. Meanwhile, Simon wraps up with his year-end thoughts, offering perspective on a transformative 2024.

‘Our strategy is to buy the best-performing food stores ... and we absolutely have the kind of in-house capability to manage that’, says Rob Abraham, MD at Atrato Capital investment advisors.

RMB's Matete Thulare unpacks Barloworld's delisting offer at R120 – does it offer a good premium and solve the Russian sanctions issue for shareholders? Rob Abraham, MD at Atrato Capital, the investment advisor to Supermarket Income Reit, discusses their secondary listing on the JSE this Friday, while Sanisha Packirisamy from Momentum Investments highlights investor rewards from the successful GNU and no load shedding since March.

Bastian Teichgreeber from Prescient Investment Management considers how a stronger dollar could affect South African investors, as well as the ongoing geopolitical tensions.

Kieran Witthuhn from Anchor Capital shares his top investment idea for 2025, while KPMG's Frank Blackmore looks ahead to local GDP, rates, and inflation. Meanwhile, Bastian Teichgreeber from Prescient Investment Management explores what’s in store for South African investors in 2025 amidst a Trump presidency and rising geopolitical tensions.

‘South Africa trades at a discount to emerging market peers. But crucially the outlook for earnings is a lot greener today than what it has been pretty much at any time over the past decade’: PSG fund manager Mikhail Motala.

Independent analyst Carmen Mpelwane dives into Italtile’s latest update, pointing to some promising early signs of recovery in demand and spending. PSG Asset Management’s Mikhail Motala makes a compelling case for why SA Inc could shine in 2025. Megan Ladbrook from Only Realty Property Group shares her take on property trends and whether 2025 could finally bring the turnaround everyone’s waiting for.

‘Stablecoins saw $8.5 trillion in transactions in Q2 of 2024. That's double what Visa’s network did’ – Mark Mbugua from Yellow Card.

Chantal Marx from FNB Wealth & Investments, discusses clothing retailers' strong performance this year and whether any value remains. Mark Mbugua from Yellow Card examines the growing popularity of stablecoins and how they are overtaking bitcoin as SA’s leading cryptocurrency. Dr Frank Magwegwe from Nedbank evaluates the industry's successes and challenges in implementing the new two-pot system.

‘I do think from where markets are sitting at this point in time, investors need to prepare themselves ...We've seen one of the strongest one-year returns on record and you can't expect to repeat that year after year.’ Maarten Ackerman from Citadel.

Alex Duys from Umthombo Wealth unpacks Sygnia's results and takes a look at other listed asset managers. Citadel's Maarten Ackerman on why he’s cautious about global growth over the next few years. Simon shares his thoughts on doing a year-end review of your portfolio.

‘I think we need to change the way we look at education and align it and make sure that it's there to support the demand, which is obviously coming through business’: Siyabonga Mthembu of BDO South Africa.

Lonwabo Maqubela from Perpetua Investment Managers unpacks Tiger Brands's challenging results. Siyabonga Mthembu of BDO South Africa explores opportunities for the local auto sector's expansion into Africa. Dr Roelof Botha delves into insights from the Afrimat Construction Index.

‘You might be slapped with a tax bill in the current tax year and ... probably have to restore some of your savings to pay taxes – which I don't think is the purpose’: Marianne Smith of Consult by Momentum.

Independent analyst Jimmy Moyaha discusses whether listed vehicle retailers are worth a look, considering strong November vehicle sales and two-pot money. CFO Alan Salomon comments on Capital Appreciation's challenging results. Marianne Smith from Consult by Momentum addresses the new proposed taxation of unit trusts.

‘The reason we prefer the local listings actually, is that they don't have all the balance sheet issues that MTN and Airtel both have’: Cavan Osborne, portfolio manager, Old Mutual Investment Group.

Petri Redelinghuys of Herenya Capital Advisors analyses Naspers/Prosus results as profits surge. Cavan Osborne from Old Mutual Investment Group, highlights renewed interest in Africa amid currency stability and demographic prospects. Dr James Muscat Azzopardi from Credence discusses Malta's appeal for business and tax advantages.

‘What we have in our portfolio is R102 billion worth of projects, for which government is contributing R37 billion, and then we'll be attracting north of R60 billion from the private sector’: Mohale Rakgate, chief investment officer, Infrastructure Fund.

Nick Kunze from Sanlam Private Wealth comments on Trump’s proposed 100% tariffs on Brics nations and whether Spar’s making a comeback. Nikki Quinn, of NIQ South Africa, highlights trends in local consumer spending. Mohale Rakgate, CIO of the Infrastructure Fund, discusses the economic impact of funding large-scale projects in South Africa.

‘So you can get your AirPod Pros delivered for the best value on the same app as you're ordering your avos and your Kellogg’s’: Neil Schreuder, chief of strategy and innovation, Shoprite Group.

Schalk Louw from PSG Old Oak discusses the Boxer listing and the market's negative reaction to Tsogo Sun's results. Neil Schreuder from Shoprite Group highlights the enhanced Sixty60 app and expanded product range. Simon reflects on bitcoin's struggle to surpass the crucial $100k level.

‘We try to ensure that those sustainability-type factors actually influence what we buy, what we sell, our portfolio construction and risk management’: Conway Williams, head of credit at Prescient.

Shaun Dendere from Trive SA unpacks the market's reaction to Nampak's update and Anglo American's sale of 6.6% of Amplats – does Amplats still hold an investment case? Absa CIB’s Premeshin Naidoo discusses how new energy vehicles could revolutionise SA’s auto industry. Conway Williams from Prescient highlights key insights from their 2024 Responsible Investing Report and its importance for investors.

‘Focus on building a good business and if you do, investors will pitch up with lots of money’: Purple Group CEO, Charles Savage.

Independent analyst Jimmy Moyaha discusses Pepkor's results and the post-period allocation of two-pot money. Purple Group CEO Charles Savage on their results as the company swings into profit. Flagship global equity analyst Gerhard Janse van Vuuren explains the Buy Now Pay Later model and its benefits for online retailers.

‘We sold our warehouse in Singapore for $63 million. We should get about $57 million net, and we anticipate declaring a dividend of about $40 million out of those proceeds’: Invicta CEO, Steven Joffe.

Gary Booysen from Rand Swiss discusses Netcare's results and whether local health stocks like Life Healthcare and Discovery are worth considering. Steven Joffe, CEO of Invicta, reflects on results impacted by profit pressures from a stronger rand. Jeffrey Wapnick, MD of Octodec, highlights strong contributions from residential and shopping centres to profits.

‘I think generally our non-South African revenues this year are an important part of our strategy, and they grew 21% again this year, just below R5 billion’: Reunert CEO, Alan Dickson.

Nick Kunze from Sanlam Private Wealth discusses Murray & Roberts's trading suspension and AngloGold Ashanti's Egyptian acquisition. Reunert CEO Alan Dickson reviews strong results driven by defence and power cable segments. Bradley Elliott, CEO of RelyComply, highlights emerging money laundering tactics involving unregulated gambling, cryptocurrency, and digital muling.

‘What we've seen in South Africa very clearly, but it's a pattern that repeats itself globally, is that actually energy production in future may not follow the centralised model, it becomes a decentralised story’: Johan Marnewick, portfolio manager, STANLIB Khanyisa suite of funds.

Bianca Botes from Citadel Global discusses the rand and interest rates following the MPC's modest 0.25% repo rate cut. Johan Marnewick, portfolio manager of the STANLIB Khanyisa Suite of Funds, explores the role of impact investing in energy transition and climate change within developing economies. Simon shares his take on Mr Price’s results – weak growth but promising prospects ahead.

‘I think you're looking at what's been termed a once in a generation opportunity to invest in some incredible tech companies that just happen to not be listed on the Nasdaq’: Devin Shutte, The Robert Group.

Matete Thulare from RMB shares insights on the MPC rate decision expected this afternoon. Devon Shutte from The Robert Group discusses Nvidia's market value, now more than double the size of all Chinese tech stocks combined. Jeff Gable from Absa delves into the Africa Financial Markets Index.

‘You can actually go into this coach and say, I need to write to my bank to argue for an extension on a credit issue, and it actually does a pretty good job’: Peter Castleden, CEO, Sanlam Studios.

Faheema Adia from Momentum Securities reviews Coronation's results, the R35 billion in two-pot withdrawals, and where the funds are going.

Hannah de Nobrega from Prescient Investment Management discusses the anticipated MPC rate cut on Thursday and its potential impact on local bonds.

Peter Castleden, CEO of Sanlam Studios, talks about their newly launched AI coach.

‘We had about a R1.1 billion short-term overdraft and it's been paid off in 10 months’: Astral CEO, Chris Schutte.

Kieran Witthuhn from Anchor discusses WeBuyCars's results and the Naspers/Prosus updates. Astral CEO Chris Schutte highlights results after paying down over R1 billion in debt. TWK CEO Andre Myburgh reports a challenging period with farmers struggling and reduced timber demand impacting industrial and mining markets.

‘It will make a new all-time high, probably, and this is a nice entry point to get onto that trend’: Petri Redelinghuys, Herenya Capital Advisors.

Nick Kunze of Sanlam Private Wealth discusses Barloworld's trading update and details of a potential buyout offer. Petri Redelinghuys from Herenya Capital Advisors shares his technical targets for the gold price. Michael Kruger from Morningstar Investment Management SA evaluates whether South African bonds still offer good value following their recent rally.

‘We must put into perspective – however we like our South African Elon Musk – what he can do to government spending’: Atilla Kadikoy, Levantine & Co.

Schalk Louw from PSG Old Oak discusses Telkom, Gold Fields, and gold. Attila Kadikoy of Levantine & Co explains the rise in US bond yields, while Simon shares insights on crypto's hard run.

Christopher Dodd, CEO of iStore South Africa posits: ‘We are offering the best price in the world at the moment in terms of trade-ins – even better than what Apple is offering overseas.’

Independent analyst Carmen Mpelwane highlights Virgin Active's strong performance in Brait’s latest results, while DebtBusters' Benay Sager discusses how consumer income growth is failing to keep up with inflation. Meanwhile, iStore SA CEO Christopher Dodd explores shifting mindsets towards pre-owned technology.

YES's Tsholo Mogotsi addresses the issue of youth unemployment, exploring whether there are any signs of improvement in the current landscape.

Independent analyst Jimmy Moyaha weighs in on the latest Bidcorp and AVI updates, noting that both reflect continued consumer pressure. Premier Group CEO Kobus Gertenbach discusses their recent results, highlighting strong operational leverage and reduced debt. YES's Tsholo Mogotsi addresses the issue of youth unemployment, exploring whether there are any signs of improvement in the current landscape.

Operating throughout southern Africa and Western Australia, the company has seen margin increases across its four divisions: CEO Felicia Msiza.

Petri Redelinghuys from Herenya Capital Advisors on Vodacom’s earnings and opportunities in Vodacom vs MTN. Raubex CEO Felicia Msiza discusses strong results and margin growth in key divisions. Senzo Langa, deputy CIO at Alexforbes explores the appeal of hedge funds and tips on selecting a manager.

‘I think that SA equities could continue to surprise’: Reza Hendrickse from PPS Investments.

Nick Kunze from Sanlam Private Wealth on the TFG and Richemont results and what's up (down) with gold? Nico Katzke from Satrix shares insights on their Global Balanced Fund of Funds ETF, currently in its IPO stage. Reza Hendrickse from PPS Investments explains why local bonds are outperforming equities in 2024.

‘We closed two mills in Europe and that enabled us to take substantial fixed costs out of the business’ – CEO Steve Binnie.

Independent analyst Carmen Mpelwane unpacks Truworths's weak update and Grindrod's Mozambique problems. Sappi CEO Steve Binnie on a strong end to the 2024 financial year. Simon's thoughts on finding snippets of useful, actionable data in the haystack.

In South Africa we can list both transparent or non-transparent actively managed ETFs. ‘I think that's what's driving some of the uptake’ – Niki Giles, head of strategy at Prescient Fund Services.

Petri Redelinghuys of Herenya Capital Advisors discusses his top Trump trade.
Joe Klopper from Independent Securities examines how Trump's victory could influence the South African economy.
Niki Giles from Prescient Fund Services unpacks the buzz around active ETFs.

Having exited the Sudan exploration for now and acquiring the former largest and highest-grade open-pit gold mine in Australia, the company is also expecting ‘fantastic success’ with Mintails – CEO Cobus Loots.

Matete Thulare from RMB discusses Sibanye-Stillwater’s recent production update, which hints that while challenges remain, the company may have put the worst behind them. Pan African Resources CEO Cobus Loots shares insights on suspending their exploration in Sudan while proceeding with the acquisition of an Australian gold mining asset. Meanwhile, Vukile Property Fund’s MD, Itumeleng Mothibeli, highlights how their community-focused approach is essential to achieving sustainable growth in the South African retail sector.

‘If we don't know how long that trend's going to be in place, why not just lock in the profits; tighten that stop-loss as the market moves into new high territory,’ suggests IG's Shaun Murison.

Kieran Witthuhn of Anchor discusses Boeing's challenges and potential opportunities amid strong demand. Redefine CEO Andrew König reviews results indicating a recovery in the local property sector. Shaun Murison from IG explains how charts can set targets when stocks hit all-time highs.

Keith McLachlan from Integral Asset Management highlights strong performance in two niche offshore stocks – Lotus Bakeries and Sprouts Farmers Market

Independent analyst Jimmy Moyaha previews a big week ahead with the US elections, FOMC, and BoE rate decisions.
Keith McLachlan from Integral Asset Management highlights strong performance in niche offshore stocks.
Absa's Sello Sekele notes October’s positive PMI data as a good sign for interest rates and consumer confidence.

Garth McKenzie of Traders Corner points out that CFD and futures providers are now compelled by law to put a note on the top of their website about what percentage of their clients lose money – for good reason.

Alex Duys from Umthombo Wealth on AB InBev's declining US beer sales and Adcorp's challenging market results.
Garth McKenzie from Traders Corner shares top lessons he wishes he knew earlier.
Simon’s take on next week’s anticipated US election volatility: best strategy – do nothing.

‘We do believe [there is] a huge uptick in township economy spending, but that's predominantly still cash although there are a lot of incentives to digitise spending there’ – Isana Cordier from Absa CIB.

Lonwabo Maqubela of Perpetua Investment Managers unpacks the MTBPS. Absa CIB's Isana Cordier shares insights from their latest Merchant Spend Analytics report. Richard Hill of Stonehage Fleming explains the growing interest in private market assets.

Prescient's Bastian Teichgreeber considers the possible implications for South African investors.

Gary Booysen from Rand Swiss discusses whether Shoprite is dominating food retail in South Africa. Investec's Tertia Jacobs highlights key points to watch in the upcoming Mid-Term Budget Policy Statement. Prescient's Bastian Teichgreeber examines the potential market volatility surrounding next week’s US election and its implications for South African investors.

Cherryflava Media founder Jonathan Cherry points out that in some big company results the ‘strategy’ reflects a mere wish list.

Independent analyst Carmen Mpelwane discusses Pick n Pay's horror results as the market anticipates Boxer’s listing. Balwin Properties CEO Steve Brookes comments on their halved profits. Cherryflava Media founder Jonathan Cherry on the art of identifying ineffective strategies.

‘There's a lot of what we call shoppertainment happening in store. I'm clicking and collecting, but I also want to go and see what new trend is happening’, explains Gerhard le Roux of Capital Connect.

Petri Redelinghuys from Herenya Capital Advisors on Sibanye-Stillwater’s positive boost from the latest US Inflation Reduction Act update.
Andries van Heerden, CEO of Afrimat, shares insights on the Lafarge integration — any unexpected developments?
Gerhard le Roux from Capital Connect discusses the economic impact of Black Friday in South Africa, with expected spending at R88 billion.

CEO Quintin Rossi believes it was ‘the first half year that all of our sub-sectoral investment assets have made a contribution towards the performance’.

Schalk Louw of PSG Old Oak on strong results from Clicks, Amplats's update as PGMs creep higher, and Cashbuild's decent update amid tough trading conditions.

Spear Reit CEO Quintin Rossi's insights on the group's H1 results.

Simon's thoughts on not panicking when long-term investments have a short-term stumble.

If China doesn't have any growth ‘that really will impact our exporters, especially our commodity exporters, in terms of their being able to sell stuff into China’ – Ndivhuho Netshitenzhe from Stanlib.

Chantal Marx from FNB Wealth & Investments discusses Famous Brands’s modest revenue growth, emphasising their focus on cost control. STANLIB’s Ndivhuho Netshitenzhe highlights key economic challenges China is facing. Meanwhile, Debra Slabber from Morningstar SA shares a fresh perspective on South African equities.

‘We see ourselves as a business that wants to help build the African continent and make a sustainable difference in those economies in which we operate’ – Steven Rosenberg, CEO of Sanlam Alternative Investments.

Matete Thulare from RMB delves into the market's negative response to Sasol's latest production update. Steven Rosenberg, CEO of Sanlam Alternative Investments, will explain the role and impact of alternative investing. Fareeya Adam, CEO of Structured Products and Annuities at Momentum Wealth, will highlight key factors to consider before purchasing an annuity.

Charl de Villiers from Ashburton Investments believes the big, exciting wins in life come from doing the basics boringly and well.

Kieran Witthuhn will examine TSMC and ASML's recent results and explore their contrasting outlooks — TSMC’s cautious forecast versus ASML’s optimistic long-term view. Charl de Villiers from Ashburton Investments discusses how mastering your investment universe can help generate alpha. Rex Cowley from Overseas Trust & Pension offers insights on navigating offshore tax complexities across various jurisdictions.

Citadel's Maarten Ackerman looks ahead to next week's mini budget.

Nick Kunze Sanlam Private Wealth, Standard Bank and Pick n Pay trading update
Maarten Ackerman Chief Economist Citadel a look ahead to next weeks mid term budget policy statement
Christo de Wit South African country manager Luno on understanding crypto and tax

The property group's CFO elaborates and explains that the evergreen funding arrangement has no termination date.

Schalk Louw from PSG Old Oak discusses the latest updates from Premier Group, Mondi, and ArcelorMittal SA – the good, the poor, and the ugly.
Redefine CFO Ntobeko Nyawo on restructuring R27.7 billion in debt into an evergreen funding model.
Simon's take on staying the course: Buffett sold down his Apple stake, the stock dipped but is now up 15%.

Marcia Mayaba from Auto SA at TransUnion talks sales and loan data, noting a shift toward used vehicles.

Chantal Marx from FNB Wealth and Investments discusses Quilter's strong trading update.
Marcia Mayaba from Auto SA at TransUnion talks about sales and loan data, noting a shift toward used vehicle purchases.
Zak Calisto, CEO of Karooooo, comments on their strong quarter and upgraded guidance.

‘Anybody who thinks that our short-term interest rates are going to entice people to invest in fixed deposits in our banking system must be out of their mind’, reckons ‘Sunshine’ economist Roelof Botha.

Faheema Adia from Momentum Securities discusses Bytes Technology's results, with revenue down but operating profits and margins up. Herschel Jawitz, CEO of Jawitz Properties, addresses the housing market and advice for overdue bondholders. Dr Roelof Botha presents the Q2 2024 results of the Altron Fintech Household Resilience Index.

Old Mutual Property Fund manager Evan Robins says South Africa is seeing inflation growth from the sector, certainly in terms of net rental income.

Independent analyst Carmen Mpelwane discusses the growth of South Africa's listed motor vehicle sector, expanding from one pure play to four.
Wikus Lategan, CEO of Calgro M3, reflects on results showing revenue decline but Heps growth.
Evan Robins, Old Mutual Property Fund Manager, comments on the local Reit sector, which has seen strong gains but still requires positive momentum to reach historic highs.

Grant Alexander from Private Client Holdings explains the distinction between the two and reminds us that we need to plan for a longer retirement period than we would have 20 years ago.

Nick Kunze from Sanlam Private Wealth discusses US bank earnings and Equites Property Fund's results. Grant Alexander from Private Client Holdings explains the distinction between wealth creation and wealth preservation. Santho Mohapeloa from Allianz Commercial highlights the growing cost of cybercrime in South Africa.

Bianca Botes from Citadel Global looks at the possible impact of the US elections, China’s stimulus package, US inflation and interest rates, and SA’s Mid Term Budget Policy Statement on our currency.

Alex Duys from Umthombo Wealth discusses Tharisa's strong production update.
Bianca Botes from Citadel Global weighs in on the rand’s strong performance against the US dollar in 2024 and the risks it faces.
Simon shares his views on why he prefers renting over home ownership.

PwC's Andrew Dale stresses the need for local farmers to adopt new strategies and technologies to tackle food security challenges.

Petri Redelinghuys from Herenya Capital Advisors discusses their trading strategy for Sasol aimed at reducing their initial entry price. PwC's Andrew Dale stresses the need for local farmers to adopt new strategies and technologies to tackle food security challenges. Harry Scherzer, CEO of Future Forex, highlights concerning financial literacy statistics and their impact on the economy.

All food groups on the UN Food and Agricultural Organisation's Global Food Price Index have risen, led in particular by sugar prices with a 10.4% month-on-month rise – Casey Sprake, Anchor Capital.

Independent analyst Jimmy Moyaha on whether there's value in the local resources index, which is up for the year. Anchor's Casey Sprake discusses the impact of rising food inflation. Khantse Radebe from FNB Commercial on the growing trend of asset-based finance for corporates and SMEs.

Satrix CIO Kingsley Williams stresses the importance of knowing your investment duration and practising diversification, such as across different continents.

Chantal Marx from FNB Wealth and Investments on contrasting updates from Balwin and strong-performing Calgro M3. Are there opportunities in these stocks?
Kingsley Williams, CIO of Satrix, discusses market opportunities in India, local sectors, and tech.
Wayne Abramson, CEO of ATM Solutions, on the impact of cash on consumer behaviour and the South African economy.

PwC’s mining assurance partner Vuyiswa Khutlang notes that gold and copper have done well, but the industry overall is facing difficulties.

Matete Thulare from RMB on Friday's US jobs data: Is the economy still strong? Citadel’s Maarten Ackerman on rising oil prices amid escalating Middle East tensions — why not gold? PwC’s Vuyiswa Khutlang discusses the 2024 SA Mining Report.

The performance is ‘being driven by this kind of spectacular run in US equities and concentrated around technology, advertising and more recently the semiconductor industry’: Chris Rule, head of Client Solutions at 10X Investments.

Schalk Louw from PSG Old Oak breaks down Balwin's update and, amid booming local markets and positive news, highlights the risks he's monitoring that could disrupt the momentum.

Chris Rule from 10X Investments explains their decision to adjust global equity allocations.

Simon's take on hedging: What it is and why it matters.

Research director Edward Sterck reports ‘extended-range electric vehicles’ as the current fastest growing EV segment in China.

Lonwabo Maqubela of Perpetua Investment Managers on why the Sarb must cut rates to maintain credibility. Edward Sterck from the World Platinum Investment Council discusses future supply and demand trends. Roné Swanepoel from Morningstar SA highlights the key golden ratio for savers and investors.

Attila Kadikoy from Levantine & Co stresses the importance of prioritising predictable earnings over the current AI hype.

Petri Redelinghuys from Herenya Capital Advisors discusses Capitec's results, noting a 36% rise in both Heps and dividends. Attila Kadikoy from Levantine stresses the importance of prioritising predictable earnings over the current AI hype. Gary Mockler from GTC outlines problems with the two-pot retirement system following its first month of implementation.

Independent analyst Anthony Clark assesses the recent rally and the likelihood of it persisting.

Kieran Witthuhn from Anchor discusses Renergen's quarterly update and Spar’s 47-week performance ahead of their closed period. Independent analyst Anthony Clark assesses the recent rally in local small caps and whether value remains. Rudi Bodenstein from Stonehage Fleming explains the benefits of offshore trusts.

Jason Swartz from Old Mutual Investment Group shares thoughts on what needs to happen for foreign investors to start reinvesting in South Africa.

Nick Kunze from Sanlam discusses Transaction Capital's exit from SA Taxi and comments on Momentum's results. Jason Swartz from Old Mutual Investment Group shares insights on what needs to happen for foreign investors to start reinvesting in South Africa. Ian Ferguson, co-head of Old Mutual Cash and Liquidity Solutions, speaks about how corporates manage cash effectively in a declining interest rate environment.

Tarryn Sanker from Stanlib explains that – unlike government debt, which is deemed to be risk-free – ‘these credit instruments present investors with a level of credit risk, as obligations to pay interest and/or repay principal may not be met’.

Viv Govender from Rand Swiss discusses Old Mutual's move to launch another bank in the market.
Tarryn Sankar from Stanlib explains the local credit market and its role within an investment portfolio.
Simon explores why "cash is king" and suggests free-cash-flow per share as a key metric to measure it.

Tian Pan from Prescient China explores the latest Chinese stimulus package, examining what's different this time and whether it makes China a more attractive investment.

Independent analyst Carmen Mpelwane analyses JSE Reits, assessing whether there's still value after their strong performance over the past year and highlights her top pick. Warren Wheatley, CEO of Altvest Capital, discusses their JSE IPO and the underlying preference share options. Tian Pan from Prescient China explores the latest Chinese stimulus package, examining what's different this time and whether it makes China a more attractive investment opportunity.

Sebastian Mullins from Schroders Australia examines the ‘missing recession’.

Matete Thulare from RMB discusses China's decision to lower bank reserve requirements and push down the market benchmark interest rate to stimulate lending activity. Sebastian Mullins from Schroders Australia examines the "missing recession" and questions whether inflation is truly behind us. Andrew Amoils from New World Wealth reviews the 2024 Centi-Millionaire Report

Petri Redelinghuys from Herenya Capital points out that some auto manufacturers that committed to being ‘100% EV’ by 2030 are rethinking that pledge.

Wayne McCurrie from FNB Wealth and Investments analyses Investec's trading update and discusses the rand's current fair value.
Petri Redelinghuys of Herenya Capital Advisors highlights key levels to watch for platinum and palladium.
David Morobe from Business Partners Limited addresses how private equity and venture capital are filling the funding gap in SA’s National Development Plan.

‘That's what's driven us towards that over a million client milestone, says CEO Hylton Kallner.

What to do with the extra savings now that rates are coming down and a look at Discovery Bank's FY results.

Samukelo Zwane from FNB Wealth and Investment explains that the CapitalPreserver 100 has a 100% capital guarantee, and the FNB CapitalPreserver AutoCall 3 guarantees your capital if the index falls by between 1% and 30%.

Shaun Dendere from Trive South Africa on Raubex and Southern Sun trading updates.
Manuel Franck of Lamna Financial on the growing trend of luxury asset-backed lending and their Pawnbroking Index.
Samukelo Zwane from FNB Wealth and Investments introduces two new structured products offering 2x upside and 100% capital protection.

Old Mutual Group chief economist Johann Els gives a reasoned prognostication of US and SA interest-rate cuts for the remainder of 2024.

Independent analyst Carmen Mpelwane on OUTsurance's results, special dividend, and strong earnings. Johann Els from Old Mutual Group on central banks beginning the rate-cutting cycle. Eugene Botha from Momentum Investments on concerns over a shrinking JSE.

‘We talk about job growth, but of course [US] unemployment is at 4.3%, with some fairly significant revisions downwards’ – JD Hayward from Flagship Asset Management.

Kieran Witthuhn from Anchor on Adobe's 8% stock drop despite strong earnings.
FNB CEO Harry Kellan on results, consumer health, and the impact of rate cuts on household finances.
JD Hayward from Flagship Asset Management on why the US consumer is crucial for SA investors.

SA wines are as good as those of any country in the world, ‘and possibly better value, actually’ – says the co-chair of the International Wine Challenge.

Nick Kunze from Sanlam Private Wealth discusses a critical week ahead with the FOMC, MPC, and BoJ meetings, Barloworld's challenges, and excitement in the PGM sector.
Rivaan Roopnarain of PwC South Africa highlights key insights from the H1 2024 banking report.
Tim Atkin, co-chair of the International Wine Challenge, weighs in on the global standing and value of South African wines.

‘Making sure that we have specialists in their field who are helping clients achieve their goals’ can’t have anything other than a good outcome, reckons James Rainbow at Schroders UK.

Schalk Louw from PSG Old Oak shares his view on Discovery’s trading update and whether it's the right time to invest in PGM miners or to hold off. James Rainbow of Schroders UK explores the evolving future of financial advice in a digital era. Simon reflects on his experience taking a week away from the markets.

CEO Cobus Loots reports higher gold production, with low-cost mines helping manage expenses.

Chantal Marx from FNB highlights Super Group's revenue growth despite profit declines due to tough trading conditions. Pan African Resources CEO Cobus Loots reports higher production, with low-cost mines helping manage expenses. Economist Maarten Ackerman from Citadel discusses the rand's strength compared to other emerging market currencies and provides an outlook for the rest of 2024.

‘Buy low, sell high’ is the golden rule to investing, but very difficult to do in practice because behavioural biases kick in: Roné Swanepoel – Morningstar SA.

Independent analyst Jimmy Moyaha comments on AngloGold Ashanti's acquisition of an Egyptian gold mine, primarily funded through equity. Attacq CEO Jackie van Niekerk discusses the company's strong results, with a 19% increase in FY dividends. Roné Swanepoel from Morningstar SA highlights data showing that chasing returns often results in lower long-term gains.

Evan Walker from 36ONE Asset Management offers his reflections on Shoprite, Woolies, Clicks and Dis-Chem, as well as Truworths, Foschini and Mr Price.

Matete Thulare from RMB discusses AVI's strong results despite I&J's underperformance. Evan Walker from 36One Asset Management provides updates on retail stocks, while Sean Kelly of Parity Wealth Managers questions whether the S&P 493 can outperform the Magnificent 7.

‘It's estimated by the World Bank that by 2035 we’ll have job increases of 35%, and that's significant in the context of Africa’: Noor Kapdi from Dentons Africa.

Nick Kunze from Sanlam Private Wealth discusses City Lodge's recovery and strong results from Sun International, despite global market volatility. Noor Kapdi from Dentons highlights South Africa's role as a key gateway for trade treaties in Africa. Andrew Amoils from New World Wealth unpacks the rise in crypto millionaires.

Peter Armitage of Anchor Capital sheds some light on the pros and cons of venturing into assets other than typical ‘vanilla’ equities and bonds.

The Finance Ghost analyses the retail sector's performance, Peter Armitage from Anchor unpacks the basics of alternative assets and why they have become one of the world's fastest-growing investment classes, and Sanan Pillay from Sanlam Investments: Multi-Manager discusses how to include alternatives in a diversified investment portfolio.

The greatest challenge for enterprises is access to experts and resources to maintain well-functioning systems: Kasturi Naidoo from AB Design and Development.

Tom Gale from Standard Bank breaks down the latest market news, Percy Thaver of Miles Africa dives into AI's impact on the BFSI sector across the continent, and Kasturi Naidoo from AB Design & Development highlights why ESG monitoring matters more than ever.

Diversification in the strained environment in South Africa, the UK and Australia has helped Motus grow its revenue and Ebitda, and pay a lower dividend – CEO Osman Arbee.

Faheema Adia from Momentum covers market news, Siphethuxolo Didiza, CEO of Didiserv, talks about navigating tax in a digital world, and Motus CEO Osman Arbee and CFO Ockert Janse van Rensburg discuss the company's results.

James Bennett from Anchor Capital outlines the investment case for some of the major security platform players across the board and reflects on the CrowdStrike breach.

Independent analyst Carmen Mpelwane breaks down Bidvest's results, while Dr Adrian Saville discusses the rise in investor sentiment in South Africa. Anchor’s James Bennet discusses the investment case for cyber companies.

If [clients] manage their money well, manage their risk well, they have a very good opportunity to benefit from trading contracts for difference: Nick Sproule – CEO, Trade Nation.

Annatjie Van Rooyen from Regenesys talks the performance of local shares. Raveen Ramlakan from Afrasia takes a look at structured investments. Nick Sproule of Trade Nation unpacks CFD trading.

Miyelani Maluleke from Absa CIB previews next week's local Q2 GDP data, questioning how many rate cuts the MPC might deliver.

Independent analyst Odwa Magwentshu discusses Impala Platinum's results, highlighting how write-downs have pushed the company into a loss. Miyelani Maluleke from Absa CIB previews next week's local Q2 GDP data, questioning how many rate cuts the MPC might deliver. Simon shares insights on how market expectations can overshadow actual results.

‘People don't have to go through capital gains tax events ... and can sleep well at night’, explains Stanlib’s Marius Oberholzer.

Independent analyst Jimmy Moyaha analyzes Nvidia's results released after the US market closed on Wednesday: Did they meet the high expectations?
Bidcorp CFO David Cleasby discusses their results, highlighting strong profits and impressive cash generation.
Stanlib's Marius Oberholzer talks about multi-asset funds, the benefits of diversification, and the opportunities he currently sees in the market.

The Digital Ventures company is ‘probably one of the greatest acquisitions that we've done to date’, and ‘well positioned now to take on some work elsewhere in the world’, says CEO Danie Pretorius.

Independent analyst Carmen Mpelwane discusses Pick n Pay's trading update: it's still messy but are there signs of improvement?
Danie Pretorius, CEO of Master Drilling, comments on their results, noting that while an impairment hit profits, a strong pipeline of orders remains promising.
RMB's Brendan Grundlingh delves into the local beverage industry and its significant role in the economy.

Nerina Visser goes into the nuts and bolts of the ETFSA Balanced Foundation Prescient Actively Managed ETF, which starts trading on Monday 2nd September 2024.

Alex Duys from Umthombo Wealth discusses AdvTech and Stadio's results; both were well-received by the market. What caught his attention, and does he have a preference?
Lance Foxcroft, CEO of Italtile, comments on their results, noting that while H2 improved, it was still a challenging trading period.
Nerina Visser from ETFsa talks about their new actively managed Balanced Foundation ETF.

Petri Redelinghuys of Herenya Capital Advisors shares his thoughts on our currency having broken below both its support level and its 200-day moving average.

Gary Booysen of Rand Swiss weighs in on the Reits he likes best, amid expectations for interest rates to drop.
Petri Redelinghuys of Herenya Capital Advisors on the rand. Can it strengthen? What's the short-term target?
Zaio CEO Mvelo Hlophe shares insights on the challenges of being an entrepreneur.

‘When do policy makers start paying attention to it, and when do they start looking at the potential levers to pull?’ asks Zain Wilson from the Old Mutual Investment Group.

Maarten Ackerman from Citadel weighs in on the positive local CPI figures this week: Are rate cuts guaranteed for September, and could we see a 0.5% reduction? Zain Wilson from Old Mutual Investment Group examines the unsustainable debt situations in the US and Japan, offering insights on potential actions and investor strategies. Simon's thoughts on bull markets … don’t be afraid

‘It's really important that South African fine wine gets traded around the world, because that's visibility’, points out Wine Cellar director Roland Peens.

Chantal Marx from FNB Wealth & Investments discusses strong results from debt-free Spur. Curro CEO Cobus Loubser talks about ongoing growth and positive cash flow exceeding capex for the first time. Roland Peens, director of Wine Cellar, highlights a new actively managed wine investment certificate listed in Switzerland.

Ruan Yacumakis from Prescient Investment Management questions whether a 4.5% CPI number is the right number to look for.

Independent analyst Jimmy Moyaha discusses Sasol’s results and their decision to withhold dividends. Aveng CEO Scott Cummins outlines latest results and plans to split the company into two units. Ruan Yacumakis from Prescient Investment Management explores the local inflation outlook and the timing of potential rate cuts.

Justin Easthorpe, provincial sales manager at the ooba Group, says that purchasing a property is a long-term view with a long-term goal, and a good investment opportunity at the moment.

Independent analyst Carmen Mpelwane breaks down MTN's financials amid naira devaluation challenges. Kokkie Kooyman of Denker Capital discusses investor concerns over Absa's CEO revolving door. Justin Easthorpe from ooba Group analyses the potential impact of upcoming rate cuts on the residential property market.

These bills seemingly indicate foreign tax benefits for taxpayers – but still need comment and ratification: Richan Schwellnus, Tax Consulting South Africa.

Nick Kunze from Sanlam Private Wealth discusses Standard Bank’s latest results: modest Heps growth but improving impairments. Richan Schwellnus from Tax Consulting SA: Are foreign tax credits a welcome relief or a trap for wealthy South Africans? Savca CEO Tshepiso Kobile unveils insights from their latest private equity survey.

Leanne Emery Hunter from Yes discusses tackling SA's unemployment crisis, with a focus on bridging the gender gap.

Matete Thulare from RMB on Exxaro's results which saw a decrease in profits as coal demand and prices fell. Leanne Emery Hunter from the Youth Employment Service discusses tackling SA's unemployment crisis, with a focus on bridging the gender gap. Simon's take on just how much we could save when interest rates finally start to drop.

Philip Short of Flagship Asset Management discusses central banks’ distancing themselves from US Treasuries.

Kieran Witthuhn from Anchor delves into ADvTech's solid trading update.
Philip Short of Flagship Asset Management discusses the long-term bullish outlook for gold as central banks distance themselves from US Treasuries.
Paul Wilson of Sanlam Investments Multi-Manager highlights the trillions of dollars that millennials and Gen Z will inherit over the next decade.

‘When you have a volatile currency, it's very difficult to pinpoint your price’ – Attila Kadikoy of Levantine & Co.

Independent analyst Kea Molefe breaks down Santam's trading update – are there opportunities in the sector? Attila Kadikoy of Levantine & Co discusses why South Africa needs currency stability over strength. Plus, DBSA CFO Zodwa Mbele on the latest results as profits dip by 11%.

Ernest North, co-founder of Naked Insurance, explains the advantages of opting for higher car insurance excesses.

Chantal Marx from FNB Wealth & Investments discusses the trading updates for Super Group and Sasol.
Ernest North, co-founder of Naked Insurance, explains the advantages of opting for higher car insurance excesses.
RMB's Sam Singh-Jami shares insights from their research report on the top investment destinations in Africa.

KPMG SA's Pierre Fourie analyses the flow of investor money into tech-type solutions.

Nick Kunze from Sanlam Private Wealth discusses Gold Fields's disappointing update and MTN's latest performance. Steve Binnie, CEO of Sappi, on how dissolving pulp is driving profits amid a global shortage. KPMG SA's Pierre Fourie analyses the decline in global fintech investment to $51.9 billion.

‘In a normal cycle developed markets, and particularly US small caps, rally first, and emerging market small caps rally last’ – Keith McLachlan of Integral Asset Management.

Anchor's Kieran Witthuhn discusses the JSE's results and potential value amid rising trade. Keith McLachlan from Integral Asset Management examines the rotation of US small caps. Wiehann Olivier from Forvis Mazars addresses the shortcomings of the Sarb's crypto oversight and proposed solutions.

Ninety One's Varun Laijawalla compares trade with the two countries and emphasises the importance of active management in emerging markets.

Gary Booysen from Rand Swiss discusses Nedbank's solid results despite rising costs and asks whether the Japan market worries are over.
Ninety One's Varun Laijawalla compares India vs China and emphasises the importance of active management in emerging markets.
Kim Gibb, CEO of Prescient Management Company, talks about the growing popularity of actively managed ETFs on the JSE.

Schalk Louw from PSG Old Oak reflects back on Magda Wierzycka ‘betting’ Allan Gray that Sygnia’s S&P 500 ETF would beat the Orbis Global Equity Fund over five years.

Chantal Marx from FNB Wealth & Investments looks at whether the markets are experiencing a crash or a correction.
Mpact CEO Bruce Strong discusses the company's recent results, including a one-third drop in profits and its entry into the water storage sector.
Schalk Louw from PSG Old Oak analyses the five-year performance comparison between passive and active strategies of two major asset managers.

Personal insurance extends beyond income protection to leaving a legacy, covering debts, protecting assets and looking after one’s family in the future.

Nick Kunze from Sanlam Private Wealth discusses the implications of weaker US unemployment data on potential rate cuts in September, the decline in Brent oil prices, and recent developments in Japanese markets.
Clyde Parsons from BrightRock delves into the intricacies of life insurance policies and what you need to know.
Brett Mackay from 10x Investments talks about longevity, the impact of fees, and timing your retirement wisely.

Stanlib’s Rademeyer Vermaak likens the business of investing to nuances in the sport of fencing – either very attacking, very aggressive, or very passive and sort of stepping back.

Independent analyst Jimmy Moyaha on the economy as the Bureau for Economic Research forecasts a 2.2% GDP growth for South Africa in 2025, with the local PMI expected to rise above 50. Stanlib’s Rademeyer Vermaak discusses various equity investment strategies. Simon offers his perspective on Fed chair Jerome Powell’s comments about potential US rate cuts in September.

Hannes Wessels from Binance discusses a traditional access mechanism to a new asset.

Schalk Louw from PSG Old Oak on Woolies's underperformance and the Top40 hitting new highs: What's not to love?
Binance's Hannes Wessels discusses the US green light for Ethereum ETFs.
Robert van Breukelen, CEO of Itemate Solutions, explores opportunities for smaller players as big telcos target major markets and financial services in Africa.

Errol Smart explains how smaller mom-and-pop investors both in Australia and South Africa have endorsed the company's plans in O’Kiep and Prieska.

Independent analyst Kea Molefe discusses Shoprite's strong full year update, which boosted the share price above R300 for the first time.
Errol Smart, CEO of Orion Minerals, talks about their private client capital raise and the company's plans for the funds.
Dino Zuccollo of Westbrooke Alternative Asset Management explains the impact on their private credit fund as interest rates decline.

Emerging market investors in coins and small investment bars have been enthusiastically buying gold, with sharp slowdowns from the more traditional developed market investors: John Reade – World Gold Council.

Independent analyst Carmen Mpelwane discusses Pan African Resources' strong update. John Reade from the World Gold Council highlights their Q2 report showing a slowdown in central bank gold purchases. Rhandzo Mukansi of Futuregrowth Asset Management talks about local bond activity post-election.

Michael Ncube of Anchor Capital reflects on the resurgence of interest in this energy source and indicates possible investment diversification into uranium-related mining, engineering or utility companies – or even an ETF.

Matete Thulare from RMB discusses whether the US tech selloff marks the end of the rally or just a correction in a longer trend.
Anchor's Michael Ncube shares his insights on investing in uranium and his top stock pick.
Wandile Sihlobo from the Agricultural Business Chamber of South Africa talks about global food prices peaking and forecasts for 2024.

Democrat and Republican policies differ significantly on tax, import tariffs, legal issues and big tech.

FNB's Wayne McCurrie discusses results from Anglo American and British American Tobacco. Joe Klopper from Independent Securities analyses market impacts of a Democratic or GOP win in November and offers stock picks. Simon shares insights on using net asset value to evaluate banks and Reits.

Stanlib's Sylvester Kobo explains that these funds within the fixed-income space give the fund manager flexibility to ‘really shift asset allocation’ based on prevailing market conditions.

Odwa Magwentshu from Trive South Africa discusses Balwin's shift to a rental model alongside their sales model and provides an update on Vodacom. Stanlib's Sylvester Kobo explains multi-asset income funds and their unique features. Benay Sager from DebtBusters shares insights from their 3rd annual money stress survey, highlighting that women and youth are under the most financial pressure.

Peregrine Capital CEO Jacques Conradie thinks ‘there's quite a bit of opportunity still in the SA small and mid-cap space, which has been unloved for quite a long period of time’.

Independent analyst Jimmy Moyaha discusses the Kumba Iron Ore results and its significant dividend payout. Jacques Conradie, CEO of Peregrine Capital, explains how they are positioned to benefit from the long-term rally in the global natural resources sector. Lebo Thubisi, deputy CIO of Alexforbes Investments, introduces the launch of the AF Infrastructure Impact Fund-of-Funds.

The 2024 average for the full year versus 2023 on something like mining productivity looks a bit flat. But at the fourth quarter it's particularly strong ... This is a sign of healthy progress: Meryl Pick – OMIG head of equity research.

Chantal Marx from FNB discusses the South32 update, which is mostly positive aside from the Worsley Alumina news.
Meryl Pick of Old Mutual Investment Group breaks down the largely positive Sasol production update.
Richard Carter from Allan Gray comments on the new Pension Funds Amendment Act that has been signed into law.

Karooooo CEO Zak Calisto says, ‘With what we deliver in our platform today, it really is a no-brainer that every single company in South Africa should be on our platform’ in terms of assisting customers to build and digitalise their businesses.

Nick Kunze from Sanlam Private Wealth discusses the potential opportunities in holding companies with substantial discounts to NAV, such as Reinet Investments, and shares his strategy if faced with a disaster scenario like Crowdstrike.
Zak Calisto, CEO of Karooooo, comments on the implications of the Crowdstrike outage and highlights his company's strong Q1 results.
Bianca Botes from Citadel Global analyses the long-term trends for the US dollar if Trump wins the election.

Meryl Pick from Old Mutual Investment Group discusses how JSE investors can tap into the forces of artificial intelligence and inflation.

Alex Duys from Umthombo Wealth analyses production reports from Anglo, Kumba, and Anglo Platinum.
Meryl Pick from Old Mutual Investment Group discusses how JSE investors can tap into the megatrends of AI and inflation.
Simon explains bond pricing: as price goes up, yield goes down.

Allan Gray's Siphesihle Zwane discusses the investment case for the iconic business while its board considers the succession plan for CEO Bob Iger.

Lonwabo Maqubela of Perpetua Investment Managers on commodities and what he’s seeing year to date. Allan Gray's Siphesihle Zwane discusses the investment case for Disney and Bob Iger's successor. Kashmeera Kanji from Discovery Life explains how a cover option that pays out in US dollars can benefit South Africans.

‘South Africa has about 70% of world chrome reserves. With our neighbour Zimbabwe, we've got another big chunk,’ points out Integral Asset Management’s Bruce Williamson.

Independent analyst Jimmy Moyaha discusses Richemont's update, noting it as solid yet not spectacular, raising questions about pressure on the wealthy.
Bruce Williamson of Integral Asset Management examines chrome demand and identifies the best-positioned PGM miner.
Hannah de Nobrega of Prescient Investment Management anticipates the MPC rate announcement on Thursday.

‘When it comes to private equity ... we take a look at where we can actually add value on top of the cash’: Frikkie van Loggerenberg – CEO, IFSA Private Equity.

In light of Murry and Roberts securing a $200 million contract in Latin America Shaun Dendere from Trive Investments questions the value of holding listed construction stocks.
Frikkie van Loggerenberg, CEO of IFSA Private Equity, discusses the private equity boom and what to watch out for.
André Daniels from Tax Consulting SA outlines the implications for taxpayers following Christo Wiese and his associates' loss against Sars.

Digital technology and today’s access to investment information have resulted in those born after 1980 ‘out there and investing, and in many cases signing up at higher rates than older generations’ – Siyabulela Nomoyi from Satrix.

Independent analyst Carmen Mpelwane comments on the robust AVI update, despite another disappointing performance from I&J.
Satrix's Siyabulela Nomoyi discusses investment trends among Millennials and Gen Z.
Samukelo Zwane from FNB Wealth shares insights from the 2024 FNB Retirement Insights Survey.

GoalSave offers customers 7% to 11% interest ‘regardless’ – the highest anywhere currently: CEO Karl Westvig.

Schalk Louw from PSG Old Oak discusses the Pick n Pay rights issue buoyed by a higher share price. Simon shares a trading blunder that nearly left him with 200 tons of maize on his front lawn. Karl Westvig, TymeBank's new CEO, talks about Asian markets, new products, and the planned listing.

First-time home loans currently average around R975 000 with 40% of buyers affording a deposit of 24%, says Kabelo Makeke, head of personal and private banking.

Gary Booysen from Rand Swiss reflects on the eighth anniversary of his global equity portfolio, discussing the performance of his initial stock picks after nine years. Theuns Ehlers from Absa addresses the funding challenges for renewable energy projects. Kabelo Makeke from Standard Bank South Africa talks about the increase in first-time home buyers.

‘I think impact investing still doesn't get as much allocation as we need it to as a country, given the need. But it's more intentional now’ – Teboho Makhabane from Sanlam Investments.

Chantal Marx from FNB Wealth & Investments on her preferred FNB single stock JSE-listed ETN. Sanlam Investment's Teboho Makhabane on the real impact of responsible investing. Jonty Sacks from Jaltech on how 100+ days of no load shedding is impacting solar installations.

The Sarb anticipates announcing a formal cessation of the Jibar in 2025, but is doing a phased approach, starting with the derivatives this year: Zakhele Nyandeni from BDO SA.

Kea Molefe from Trive SA provides an outlook on gold amidst high interest rates and shares his top gold stock pick. Zakhele Nyandeni from BDO discusses the transition from Jibar to Zaronia, and Petri Redelinghuys from Herenya Capital Advisors highlights the key levels to watch for the rand's potential breakout, whether stronger or weaker.

FNB Property sector strategist John Loos discusses the decline in owner service sales activity in two of three SA sectors.

Nick Kunze from Sanlam Private Wealth analyses Friday's weak jobs data and its potential impact on the Fed, as well as the factors driving PGMs higher.
John Loos of FNB discusses the Q2 2024 Property Broker Survey, noting a decline in sales activity in two of three sectors, possibly influenced by pre-election caution.
Debra Slabber of Morningstar SA emphasises that time is more important than return in investing and saving.

‘There are clearly signs that the economy is slowing down. ... Wall Street and Main Street are showing two very different things at the moment’: Craig Antonie – AnBro Capital Investments.

Independent analyst Carmen Mpelwane shares her top sector picks for the second half of the year.Craig Antonie, CIO of Anbro Capital Investments, discusses market concentration, noting that only a few stocks are driving indices higher.
Simon offers his thoughts on directors buying and selling shares.

‘Chinese local brands are offering good value ... and in many cases copying and out-competing Westerners, offering really superior products’: PSG fund manager Philipp Wörz.

Independent analyst Jimmy Moyaha discusses Bidvest's plans to sell its bank and acquire a Canadian cleaning business. Philipp Wörz from PSG Asset Management presents the investment case for China. Adishan Naidoo from Standard Bank introduces two new structured products focused on Emerging Markets and Global Growth.

It is a diversification play because it allows traders exposure to a broader market segment than gravitating to one individual asset, explains Rob van Eyden – CEO, Scope Markets SA.

Odwa Magwentshu of Trive South Africa discusses the ArcelorMittal South Africa trading update and the potential opportunity with MultiChoice trading at R107 against a R125 offer. Rob van Eyden, CEO of Scope Markets SA, observes a shift in trader preferences from FX to lower-risk indices. Keri-lee Edmond from Old Mutual Corporate Consultants explains how the new two-pot retirement system could potentially double or triple younger investors' retirement funds.

Ricus Reeders from PSG Hole-in-One Ruimsig’s main principle when looking fundamentally at a ‘normal, straightforward industrial type of company’, is whether it shows dividend growth over the years, which fundamental principle ‘will probably make you wealthy’.

Considering that Friday will mark 100 with no load shedding, Alex Duys from Umthombo Wealth discusses the sectors and stocks that benefit most from a normal power supply. Ricus Reeders from PSG shares insights on buying stocks at all-time highs and why it’s not something to fear. Ernest North, co-founder of Naked Insurance, explains the economics of purchasing a new car.

‘If there is remotely any whiff of positive South African sentiment from this GNU – and it does look like a reasonably positive outcome – small caps on the JSE stand to benefit’, reckons Keith McLachlan of Integral Asset Management.

Chantal Marx from FNB Wealth and Investments shares her preferred picks in the new cabinet announced by the president. Phil Roux, CEO of Nampak, discusses results as the turnaround gathers momentum. Keith McLachlan discusses his preferred SA Inc stocks in light of the GNU cabinet.

CEO Leon Coetzer describes the unique challenges faced in Zambia, the structural shift in SA production, and the future of EVs.

Mia Kriegler from Kruger International on the GrowthPoint update and if she sees any value in local Reits.
Leon Coetzer, Jubilee Metals CEO, on their Zambian copper operations and the future of chrome.
Simon's thoughts on needing more money: it’s not the money; it’s you.

Obstacles for foreign visitors include indirect flights and visa snags: Gary Koetser – CEO, Cape Town Century City Conference Centre and Hotel.

Gary Booysen from Rand Swiss on SA Inc sectors/stocks offering the best value/opportunity ahead of the cabinet announcement. Gary Koetser, CEO of Cape Town’s Century City Conference Centre and Hotels, discusses the new conference concept. Allan Gray's Guané Coetzer on endowments and their offshore offerings.

‘Food retailing has definitely increased and is now a big contributor to forecourt revenue’: Andrea Ellens – Trade Intelligence.

Alex Duys from Umthombo Wealth discusses RCL Foods's unbundling of Rainbow, listing today. Waldo Marcus from TPN Credit Bureau highlights trends in the local residential rental market. Andrea Ellens from Trade Intelligence on the growth in forecourt retail.

‘From a pure budget point – and it's off a much lower base – Ukraine was probably our best-performing business in that [Auto-Agri] area,’ notes CEO Steven Joffe.

Chantal Marx from FNB Wealth and Investments discusses PPC's return to profitability and Naspers's doubled profits, emphasising Tencent's influence. Steven Joffe, CEO of Invicta, reports strong results despite challenging trading conditions. George Kolbe from Momentum Life analyses the Retail Life Insurance 2023 claim statistics.

‘I do think this is a chance for [the Fed] to cut if we get another data print that's low,’ says Sebastian Mullins from Schroders.

Nick Kunze from Sanlam Private Wealth discusses Coronation's victory in its case against SARS, and Grindrod being chosen as the preferred bidder for the Richards Bay Port terminal contract. Steven Brown from Fortress provides insights on the company's five-month update, while Schroders' Sebastian Mullins explains the implications of the latest positive economic data for the Federal Reserve.

Port congestion – especially in SA and Singapore – and rerouting carriers to bypass the Red Sea are causing logistical turmoil and massive delays, explains Dylan Govender from Investec for Business.

Schalk Louw from PSG Old Oak on Standard Bank's modest update and Sasol's windfall from Transnet. Investec's Dylan Govender on the logistics sector: Are ports improving? Simon's take on the ideal percentage of local investments in your portfolio.

‘The reason people don't enter trades, the reason people panic and close their trades is because of bad risk management. ... I believe psychology is a key factor in your trading’: Ruan Landsberg, head of education, marketsClub.

RMB's Matete Thulare on the rand: Assuming the GNU holds, how much stronger can the currency get in the short to medium term? Ruan Landsberg from MarketsClub offers risk management tips for rookie traders. Dr. Silja Baller from WEF discusses their latest gender gap report, highlighting political empowerment as the most significant disparity.

Futuregrowth Asset Management’s Rhandzo Mukansi gives his insights into how foreigners ‘have been participating here and have contributed to the smooth down we're seeing in domestic bond deals, or conversely the bump up we're seeing in prices’.

Independent analyst Jimmy Moyaha on a face-ripping rally in local markets … have we got ahead of ourselves? Rhandzo Mukansi from Futuregrowth Asset Management on the bond market's response to the GNU. Agricultural Business Chamber of SA's Wandile Sihlobo on foot and mouth disease in the beef and wool sectors.

‘I do think there's some sign that business is reinvesting into capacity, coming off a high base effect after the solar boom’: Maarten Ackerman from Citadel.

Independent analyst Carmen Mpelwane wonders if the growing optimism around South Africa presents opportunities in overlooked leisure stocks. Citadel's Maarten Ackerman on the slow grind of change. Nicolas Botha from Tax Consulting discusses the growing trend of investment migration driven by concerns over health security and the desire for greater global mobility.

Gerrit Smit from Stonehage Fleming points out that well-proven, growing, cash-generative businesses offer less risk of a let-down.

Mia Kriegler from Kruger International discusses Mr Price's strong results and provides a broader analysis of the sector. Gerrit Smit from Stonehage Fleming explains why investing in quality stocks is worth the premium. Simon shares his insights on how markets are forward-looking and what factors can surprise them.

Fred Razak of CMTrading discusses Tesla's current issues, and thinks the iconic brand’s stagnation is owing to a lack of innovation while competition muscles up.

Petri Redelinghuys from Herenya Capital Advisors talks the better-than-expected US inflation data, noting that it's boosted markets in anticipation of earlier rate cuts.

Fred Razak of CMTrading discusses Tesla's issues, and surprisingly, it's not about Elon Musk.
Momentum Investments's Sanisha Packirisamy on the recent IMF and Sarb updates, which were both cautiously optimistic.

Chantal Marx from FNB Wealth and Investments explains why ‘buying a gold ETF or physical gold right now ... may not be the best idea’.

Odwa Magwentshu from Trive South Africa discusses investment strategies amid market fears: Is he seeking new opportunities or maintaining a business-as-usual approach, anticipating the fear will subside? Fritz Grobbelaar, CFO of Premier Group, discusses year-end results highlighting improved efficiencies and boosted profits. FNB's Chantal Marx comments on gold retreating from all-time highs while central banks continue to buy.

The output of giant brand Lucky Star Pilchards has been augmented by meat canning on the West Coast, ‘which is great for us’, says CFO Zaf Mahomed.

Independent analyst Carmen Mpelwane on Alexforbes results which saw Heps +12% despite tough operating conditions.
Omnia CEO Seelan Gobalsamy on yearend results: Revenue fell as commodity prices came down, but Heps remained flat, and cash generation remained very strong.
Zaf Mahomed, Oceana CFO, on results that saw Daybrook boom and the Lucky Star holding steady after a record previous period.

Lucinde Rhoodie from Cliffe Dekker Hofmeyr explains when directors who act unlawfully or recklessly can be held accountable for malfeasance.

Nick Kunze of Sanlam Private Wealth on the latest robust US jobs report and how TFG's strong results are lifting the entire clothing retail sector. Lucinde Rhoodie from Cliffe Dekker Hofmeyr discusses piercing the corporate veil and a recent SCA judgment expanding its definition. Plus, Vis Govender, CEO of FirstEquity Group, delves into the risks of civil unrest for businesses and insurers.

Nonhlanhla Mdletshe from Absa discusses the conundrum for banks, retailers and all players in the value chain of your having those crisp notes in your wallet.

Gary Booysen from Rand Swiss offers his take on commodities. Is he bullish, bearish, or just watching? And are there any preferred stocks in the space? Absa's Nonhlanhla Mdletshe on the benefits and risks of cash and the move towards a cashless society. Simon's thoughts on buying falling shares: Why not first wait for a share price recovery to start?

Vukile CEO Laurence Rapp says the Reit's focus is on getting to really understand the communities and the shoppers’ needs, and driving footfall to their malls.

Independent analyst Jimmy Moyaha talks about Sygnia's results, which show modest growth in a tough environment. Vukile CEO Laurence Rapp discusses positive rental reversions and strong liquidity in the company's latest results. Alan Salomon of Capital Appreciation discusses results highlighting strong cash generation and terminal growth.

Caroline Naylor-Renn from 10X explains the two-pot retirement system – how it will work and the purpose of the savings pot.

Kea Molefe from Trive SA on the RCL unbundling of Rainbow and the latest on Sasol … is there any value there?
10X Investments's Caroline Naylor-Renn talks the two-pot retirement system following the President signing it into law.
Lebo Gaoaketse from WesBank on the bleak vehicle sales for May as volumes are down ±6% year to date.

Wandile Sihlobo from the Agricultural Business Chamber of SA considers the outlook for implementing the plan and the prospects for the agri sector in the new political dispensation.

RMB's Matete Thulare notes that the rand is reacting to the likelihood of a centrist coalition government as political parties begin serious negotiations. Wandile Sihlobo from the Agricultural Business Chamber of SA discusses the master plan for agriculture and which parties would best be suited to implement it. Reza Ismail from Prescient Investment Management on what we can expect from the Q1 GDP data due this morning and the bond market's response to the election results.

Today ‘we find solace in gold, in hedging our equity exposure other ways to generate a diversifying outcome away from equities’: Alec Cutler – Orbis Investments.

Nick Kunze from Sanlam Private Wealth unpacks results from Dis-Chem and Lewis. Philip Short of Flagship Asset Management offers insights on the GLP-1 producers Eli Lilly and Novo Nordisk. Alec Cutler of Orbis Investments explores alternative AI investment opportunities beyond Nvidia.

Current contributors to this long-term trend are the three Ds – demographics, de-globalisation and decarbonisation: OMIG investment analyst Sehrish Khan.

Wayne McCurrie from FNB Wealth and Investments discusses the rand post-elections, Zeda's results and Woolies's disappointing update. Old Mutual Investment Group's Sehrish Khan on why inflation will be higher for longer. Simon shares his views on why attempting to time moving rands offshore is a mug's game.

Rand Swiss’s Viv Govender points out that the whole of China cannot compare with what Nvidia is doing right now.

Shaun Dendere from Trive South Africa talks about Pepkor results as fintech, and Brazil do well, and margins expand.
Rand Swiss's Viv Govender discusses the Nvidia results, is there value here?
Debra Slabber from Morningstar South Africa on expectations post elections and foreigners buying local bonds.

‘My sense is there's practically no chance we are going to see any cutting coming from [our MPC]’, reckons Rhandzo Mukansi of Futuregrowth.

Alex Duys of Umthombo Wealth on Tiger Brands results as it sees profit growth. Tharisa's Phoevos Pouroulis unpacks recent results and discusses the boom in chrome prices. Rhandzo Mukansi from Futuregrowth Asset Management highlights that starting with the MPC on Thursday, five central banks will announce rate decisions in the next three weeks. Will any cut?

Group CEO Alan Dickson says the company’s strong cash flow enables the payment of good dividends.

Faheema Adia from Momentum Securities discusses Quantum Food Group's results: Heps surged, but the stock is pricey. Alan Dickson, Group CEO of Reunert, analyzes the company's strong performance across all segments except one. Chris Vorster, Stadio's CEO, explains Stadio's approach to rewarding staff and students and how distance learning can help address youth unemployment

There always seems to be some commodity that's going to be running - Andy Pfaff CEO Coherant Capital Management

Schalk Louw from PSG Old Oak discusses Investec's strong results and Bidcorp's positive update, which has been bolstered by bolt-on acquisitions and lower food inflation. Andy Pfaff, CEO of Coherent Capital Management, discusses their commodity AMC, explaining its mechanics and highlighting current trends. He also introduces their new AMC, which is linked to the local fuel price. Simon offers his thoughts on the misleading glamour and glitz of FX trading.

The Liberty Life building transfer to Capitec takes place ‘later this week and effectively will push up our hedge ratio closer to 60%’ – CEO Quintin Rossi.

Odwa Magwentshu from Trive South Africa discusses Southern Sun's results and maiden dividend and the market-loving Pick n Pay update. Bradley Elliott from RelyComply offers insights on the new compliance deadlines to combat money laundering. Spear Reit's Quintin Rossi unpacks the company's strong results.

The big story in the interim results was the contamination of woodchip stockpiles by a neighbouring fire: MD Andre Myburgh.

Kieran Witthuhn from Anchor on what’s driving PGM prices higher and whether it is sustainable.
Andre Myburgh from TWK Agri discusses challenging results due to woodchip contamination caused by a fire in a nearby facility.
Dany Mawas of Finalto South Africa discusses the use of an ODP licence by another party and how a company can comply with FSCA requirements.

After a tough year CEO Chris Schutte looks forward to possible vaccination permits, less load shedding, an improved maize harvest and higher margins in time.

Independent analyst Carmen Mpelwane discusses tough Balwin and Famous Brands results, which saw revenue up but profits down as costs hurt.
Chris Schutte, CEO of Astral Foods, discusses the company's latest results. Profit is roaring back as avian influenza is largely gone.
Bianca Botes, Citadel Global, offers insights on what drives moves in the rand.

Petri Redelinghuys of Herenya Capital Advisors tells South Africans how they can get some exposure to ‘Dr Copper’.

Nick Kunze from Sanlam Private Wealth discusses Richemont's results and new CEO. Many global indices are at or near all-time highs … is it a bull market? Petri Redelinghuys from Herenya Capital Advisors discusses opportunities for exposure as copper surges to all-time highs. FNB Commercial's Paul Makube talks emerging trends in agriculture machinery and what they can tell us about the months and years ahead.

CEO Andries van Heerden looks forward to ‘fixing up’ Lafarge while Nkomati continues ramping up strongly.

Chantal Marx, FNB Wealth & Investments, dissects Barloworld's weak trading update and Sanlam's strong one.
Andries van Heerden, CEO of Afrimat, discusses the company's robust latest set of results, as construction materials and Nkomati Anthracite both show very strong numbers.
Simon's thoughts on attending AGMs and your rights when you do

Ninety One’s Paul Hutchinson notes that the Dalbar QAIB study ‘reconfirms that investor behaviour – the way they buy, sell, or switch into or out of unit trust funds – costs them’.

Lonwabo Maqubela from Perpetua Investment Managers on healthcare stocks on the JSE in the wake of the NHI Bill being signed into law.
Zak Calisto, CEO of Karooooo, unpacks their full-year results.
Ninety One's Paul Hutchinson discusses the 2023 Quantitative Analysis of Investor Behaviour (QAIB) study, which shows that we’re our own worst enemy.

An exciting project for the Reit ‘is something we call Yethu, which is a residential conversion. We recognise in South Africa that people need cheap accommodation’ – MD Jeffrey Wapnick.

Independent analyst Jimmy Moyaha discusses the latest developments around Anglo American. The miner wants to spin out Anglo Platinum and De Beers to create value. Could De Beers return to the JSE after delisting in 2001?
Octodec MD Jeffrey Wapnick discusses the company's interim results.
Sanan Pillay from Sanlam Investments on navigating alternative investments and finding the right fund manager.

‘This year we sold to the open market. We didn't have any bulk student housing, social housing, fully subsidised housing’: CEO Wikus Lategan.

Kea Molefe from Trive South Africa on maiden results from WeBuyCars as it gains market share and Vodacom results see revenue rise (thanks Egypt) but profits fall.
Wikus Lategan, CEO of Calgro M3, on results as it shifts strategy and pays its first-ever dividend.
Raubex CEO Felicia Msiza discusses strong results across all divisions, especially Materials Handling and Mining, with profits up 246%.

‘Appreciate that money takes a long time to accumulate,’ but with discipline it will grow: Caroline Naylor-Renn, 10X Investments.

Schalk Louw from PSG Old Oak on the Sibanye-Stillwater update: Earnings fall ±R6 billion, and debt covenants are at risk.
Sean Walsh, CEO of KAL Group, unpacks results as revenue slips slightly, but earnings increase 7%. Caroline Naylor-Renn, COO of 10X Investments, discusses strategies for saving for children and leveraging their tax-free savings accounts.

Hawken McEwan, director of compliance at DocFox, explains the tracking of funds following suspicious financial transactions.

Mia Kriegler from Kruger International talks results from Sappi and KAL, both of which saw cost savings boosting earnings.
Hawken McEwan of Compliance DocFox discusses the importance and benefits of Fica in a regulated world.
Simon offers his thoughts on what it would take to get SA Inc stocks rallying.

European vehicles are almost priced out of the market, and China and India are making quality vehicles often at really attractive prices: CEO Jebb McIntosh.

Matete Thulare from RMB comments on the unexpectedly robust Q1 2024 results of Anheuser-Busch InBev, which were positively received by the market. Jebb McIntosh, CEO of CMH, discusses the results from a challenging period but highlights a substantial dividend yield. Brian Irvine from Investec talks about addressing the infrastructure funding gap across the rest of the continent.

John Jack of Galetti Corporate Real Estate discusses office rental reversions, the demand for non-premium space, corporate semigration and industrial investment in solar power.

Independent analyst Jimmy Moyaha on the Gold Fields trading update, which saw costs soaring while production fell. Sebastian Pillay of FNB introduces the launch of new ETNs on the JSE, tracking Nvidia, Eli Lilly, Palo Alto, and Booking Holdings. John Jack, CEO of Galetti Corporate Real Estate, on four factors driving the return of local office demand.

‘I think the concept of bonds is misunderstood at times, which is quite unfortunate. They're a very important asset class’: Siyabulela Nomoyi – quantitative portfolio manager, Satrix.

Independent analyst Carmen Mpelwane talks the local Reit sector as it struggles with vacancies, high rates and inflation. Andrew König, Redefine CEO, on results as interest costs rise 14.1% and office continues to struggle. Satrix's Siyabulela Nomoyi discusses bonds, with the Namibian Bond ETF in the spotlight.

The increasing trend towards rental may be for reasons of cost, but sometimes just for flexibility: Alex de Wet – Cliffe Dekker Hofmeyr

Nick Kunze from Sanlam Private Wealth unpacks Netcare's trading update and the disappointing US jobs data. Is this good news for rate cuts?
Alex de Wet of Cliffe Dekker Hofmeyr offers tips for protecting yourself in the booming rental market. Morningstar SA's Roné Swanepoel on the insane power of compounding and the rule of 72.

‘Dirty’ energy isn't something that is going to be eliminated over five or 10 years. It will take 20, 30, 40, 50 years: Alex Monk from Schroders.

Gary Booysen of Rand Swiss discusses adjusting his domestic portfolio given robust April PMI figures and the implications of Sasol's CFO's brief tenure.
Schroders's Alex Monk on energy security and the implications for the energy sector.
Simon shares his thoughts on RSA Retail Savings Bonds rates for May, which are nearing all-time highs.

Holders of The Fourth Industrial Revolution and the Faang AI ETFs need to ‘look under the hood’ to fully understand the impending differences and implications.

Petri Redelinghuys from Herenya Capital Advisors discusses charts of the Nasdaq and S&P 500. Is he bearish or bullish?
etfSA's Nerina Visser discusses Sygnia's changes to the terms of two of its tech ETFs, examining the implications and required actions.
Andrew Fulton of Eighty20 asks if the unchanged interest rate will see the rental market boom.

John Reade, chief market strategist for the World Gold Council, says the metal’s strength despite record high prices in pretty much every currency tells you a lot about its underlying health.

Reko Nare from Anchor analyses the recent macroeconomic data out of the US and how markets have responded.
World Gold Council's John Reade on the Q1 report which shows that central banks are still buying the yellow metal.
Mikhail Motala from PSG Asset Management offers guidance on how to create strong investment returns, even in a tough economy.

Casey Sprake of Anchor Capital sheds light on frequently used terms such as ‘the 10-year’, ‘coupon’, ‘yield inversion’ and ‘zero coupon’.

Nick Kunze from Sanlam Private Wealth on Anglo snubbing BHP Group, what next? A higher offer, or maybe Rio Tinto enters the fray?
Anchor's Casey Sprake helps us understand US ten-year bonds

‘We expect a lot more competition and we think customers are now going to go to the innovative banks that give them the better deals, not just the big ones’: Michael Jordaan, co-founder and chairman of Bank Zero.

Mia Kriegler from Kruger International on Clicks's latest results and BHP's proposed takeover of Anglo American.
Michael Jordaan, co-founder and chair of Bank Zero, unpacks the recently introduced deposit insurance in SA and how this could shake up local banking.
Simon offers his thoughts on share price volatility in the US as earnings are released.

Africa's economy is starting to grow and of interest to revenue authorities is how to tax digital transactions: Matthew Besanko from PwC SA.

RMB's Matete Thulare asks how low the rand could go in the month ahead of the elections. Careen Mckinon from ooba Home Loans discusses the growing popularity of multi-generational living. Matthew Besanko from PwC South Africa on taxing e-commerce transactions across the continent.

Luigi Marinus of PPS Investments offers perspectives on a delayed Fed rate cut, big tech, outperforming DMs, financials under pressure, bonds’ day in the sun and opportunities in China.

Kea Molefe from Trive South Africa on the Capitec results the market loved and the Sasol update which it hated.
PPS Investments's Luigi Marinus talks trends from the first quarter and whether he expects them to continue in 2024.
Dany Mawas, CEO of Finalto South Africa, stresses the necessity of exclusively opting for derivative trading options provided by FSCA-registered entities.

The socialist market economy’s stocks will never reach the valuations you see in US tech stocks: Simon Fillmore – CIO, Independent Securities.

Anchor's Keiran Witthuhn on US reporting season; Netflix and ASML, the shovel sellers in the AI race.
Simon Fillmore from Independent Securities makes the case for Chinese investments.
KPMG's Auguste Claude-Nguetsop unpacks their inaugural Southern Africa Banking Survey.

The Sarb’s argument has been that our biggest constraint on economic growth is on the supply side, not the demand side: Investment strategist Izak Odendaal from Old Mutual Wealth.

Carmen Mpelwane, independent analyst, on strong results from PSG Financial Services.
Old Mutual Wealth's Izak Odendaal dissects Fed cycles and whether other central banks can cut ahead of them.
Bianca Botes from Citadel Global on the changing role of treasury functions.

In business ‘taking the risk of innovating is not a matter of luxury, it's a matter of survival’. Jon Cherry of Cherryflava discusses the marketing brilliance of Checkers Sixty60 and Elon Musk’s Powerwall batteries.

Schalk Louw from PSG Old Oak is asking whether the sharp decline in prices for MTN and Vodacom represents an opportunity or if it's better to avoid them altogether.
Jon Cherry of Cherry Flava discusses how Ellies's downfall can be attributed to a branding misstep and emphasises the importance for companies to prioritise innovation.
Simon offers his thoughts on living locally but earning foreign currency.

For South Africans the Bitcoin high reached in March was R1.3 million, largely driven by the ETFs being approved: Luno country manager Christo de Wit.

Chantal Marx from FNB Wealth and Investments on whether we still buying the Richemont dips. Luno's Christo de Wit talks crypto as the Bitcoin halving is expected on Friday evening.
Dr Roelof Botha unpacks the Altron FinTech Household Resilience Index.

CEO Charles Savage enjoys reporting that in February the group posted an all-time one-month deposits record of over R1bn.

Independent analyst Jimmy Moyaha on the Afrimat update and a red wave sweeping markets. Purple Group CEO Charles Savage shares insights on the company's robust performance and return to profitability. Zeph Nhleko from DBSA sheds light on the debut of their African Journal of Infrastructure Development.

‘We think there are growing risks of losses...if you are focused on the highest yield at the lowest possible volatility’: Lyle Sankar – head of fixed income, PSG Asset Management.

As the LME bans Russian-origin metals, aluminium, copper, and nickel are set for gains. But where should you invest? South32, BHP Group, or an ETF? Petri Redelinghuys of Herenya Capital Advisors shares insights.
Lyle Sankar from PSG Asset Management explains why the definition of risk matters for fixed-income investors.
Momentum Investments's Sanisha Pakirisamy on how the outcome of the local elections could shift growth in SA

Global renewables analyst Alex Monk suspects coal usage will need to be partnered with carbon capture as regulatory environments change.

Nick Kunze from Sanlam Private Wealth talks gold as it rallied hard late last week.
Alex Monk of Schroders delves into the significant investment projected for energy transition infrastructure, which is expected to surpass $100 trillion by 2050.
Explore the implications of UK non-domiciled tax reforms for South Africans with Rupert Clarey from Stonehage Fleming.

Poland and Romania are the largest beneficiaries of foreign investment, which is attracted by an influx of labour at half the EU average cost: Fortress Europe MD Maciej Tuszyński.

Faheema Adia of Momentum Securities on WeBuyCars's potential value and remaining investment opportunities in Transaction Capital.
Fortress's Reits Maciej Tuszynski talks logistics and growth prospects in Eastern Europe.
Simon's thoughts on the history of Ellies as the stock goes into liquidation after once trading above R10.

Mia Kriegler from Kruger International points to this as a great example of what good management – even in a tough economic environment – can do in a business.

Mia Kriegler from Kruger International on the latest company news as Afrimat confirms the Lafarge deal is now unconditional.
Wandile Sihlobo of the Agricultural Business Chamber of South Africa offers insights into the country's drought. What’s the impact?
Naked Insurance's Sumarie Greybe offers tips for managing insurance in a crisis.

‘I think there is a common misperception that [we as] passive managers simply follow our rule book and there's nothing much to it. But I guess there is a lot of skill involved’: Daniel dos Passos, portfolio manager with FNB ETFs.

Independent analyst Carmen Mpelwane talks PGMs as they move higher and the stocks boom. Was Neal Froneman right? Have we seen a bottom? Which would be the preferred stock?
Victor Mupunga Old Mutual Wealth on economic cycles and how to manage a portfolio in this inexact science.
FNB's Daniel dos Passos talks ETFs and how being passive is still active.

Many employers tend to want people back at the office for more of the time, and employees tend more towards hybrid or work from home: John Loos – FNB Commercial Property Finance.

Kea Molefe from Trive South Africa on company news: Sasol wins its Secunda appeal, and Canal+ and MultiChoice agree to work together on the R125 per share buyout offer.
Ian Anderson from Merchant West Investments offers insights on SA Reits' performance so far this year.
John Loos from FNB raises the question: Will office space demand become more cyclical in the future compared to historical trends?

‘It's important that underlying fund managers price credit risk appropriately in their portfolios’: Michael Kruger from Morningstar SA.

Schalk Louw from PSG Old Oak talks gold as miners in the US lag the gold price, who’s right?
Hylton Kallner, Discovery Bank CEO, on the SpendTrend23 report and what it reveals about our spending habits.
Morningstar SA's Michael Kruger discusses Bridge Taxi Finance and the Mi-Plan Fund and the importance of exercising caution in SA’s fixed-income universe.

The shift to smaller, more nimble and majority black-owned managers ‘just hasn't happened’: Janina Slawski – head of Investment Consulting.

Viv Govender from Rand Swiss on what oil and gold are telling us … is inflation not over?
Janina Slawski from Alexforbes shares insights on what their Retirement Fund Survey for 2024 revealed.
Simon's thoughts on the process of unbundling and listing a stock ahead of WeBuyCars's unbundling from Transaction Capital.

‘In the past...there weren't any checks and balances on any of these companies providing crypto products or crypto services’: Jaltech co-founder Gaurav Nair.

Jimmy Moyaha, an independent analyst, shares insights on Invicta's acquisition of the Nationwide Bearing Company in the UK, and confirmation of the upcoming listing for WeBuyCars scheduled for next Thursday. Gaurav Nair, co-founder of Jaltech, talks about FSCA crypto asset service provider (CASP) licenses, as they are one of the first to obtain one. Guy Krige from ESCROWSURE on new IT risk regulations for SA's financial sector in 2024.

Port and shipping issues have forced the company to increase inventories significantly and grow manufacturing capacity in the northern hemisphere: CEO Ashley Bell.

Alex Duys of Umthombo Wealth analyses the long-awaited Gold Fields mine, emphasising its low cost and 13-year development journey.
Ashley Bell, CEO of Bell Equipment, discusses the latest financial results, highlighting significant increases in inventories and receivables.
Quintin Rossi, CEO of Spear Reit, shares insights into their recent acquisition of assets from Emira Property Fund.

A dramatic, quick-changing momentum is happening in what we call fit-for-purpose skills – Salesforce program manager Ursula Fear.

Petri Redelinghuys from Herenya Capital Advisors on potential implications of rising Brent crude oil prices on energy/oil stocks and ETFs.
Absa CIB's Adam Reeves offers insights on managing portoflio rebalancing without tax implications.
Ursula Fear from Salesforce on fostering local talent and AI expertise.

Borrowers ‘increasingly turn to direct lenders instead of banks because banks are taking longer to make lending decisions’: Harris Gorre from Grovepoint Investments.

Mia Kriegler of Kruger International discusses Old Mutual's robust performance amidst challenging conditions.
Harris Gorre from GrovePoint Investment on the booming private credit market.
Simon's thoughts on local inflation: is it really dead?

‘It's been one of those years where you are very glad you diversified into so many different countries and different commodities’ – CFO Andre van Deventer

Odwa Magwentshu from Trive South Africa on EOH results, is there any value here? André van Deventer, Master Drilling's CFO, offers insights on a resilient set of financials. Mesh.trade's Connie Bloem talks their first listed tokenised private bond issue.

Mpumi Tyikwe looks back over claims emanating from civil unrest in SA since 1976, riots’ common denominator, and security cluster preparedness for the upcoming general election.

Keiran Witthuhn from Anchor Capital talks MTN results as Heps fall over 70% on the back of a much weaker Naira.
Roy Douglas, former CEO of AdvTech, on results that saw strong operating leverage and profits.
Mpumi Tyikwe, CEO of Sasria, on the risks facing the economy ahead of the election.

‘We've certainly seen strong cost management with...the combined cost-to-income ratio’: Francois Prinsloo – PwC.

Gary Booysen from Rand Swiss talks Discovery's results. Good, but is the stock expensive? PwC's Francois Prinsloo analyses major local bank results … the good and bad. Busisiwe Mahlaba from Ipsos gives insights on SA's massive stokvel sector – is business missing a trick?

One of the key reasons that alternatives have become so popular is that the listed markets are shrinking – Dino Zuccollo of Westbrooke Alternative Asset Management.

Viv Govender of Rand Swiss weighs in on whether the JSE is investable or should the focus rather be offshore.
Dino Zuccollo of Westbrooke Alternative Asset Management shares insights on alternative investments and the benefits and risks.
Simon's thoughts on Bank of Japan moving rates to zero. Did Abeconomics work?

OUTsurance CEO Marthinus Visser discusses climate change risks and urbanisation – and some features of cover in Australia and imminently in Ireland.

Independent analyst Carmen Mpelwane discusses Remgro's results as earnings plunge.
OUTsurance CEO Marthinus Visser shares insights on the short-term insurance sector as it adjusts to changing risks from climate change.
Fairtree Group CEO Kobus Nel on what it takes to be the country’s top fund manager and managing local volatility.

As he shares insights on the latest Afrimat Construction Index.

Wayne McCurrie of FNB on latest results from Sun International, the JSE, and OUTsurance.
Dr Roelof Botha shares insights into the Afrimat Construction Index, and whether we are still seeing green shoots?
Megan Fraser, tax manager at Allan Gray, discusses residency tax. Who pays and when do you pay?

‘The economy remains some distance [in] my personal opinion from a soft landing’: Attila Kadikoy of Levantine & Co.

Independent analyst Jimmy Moyaha talks economics ahead of local CPI data and rate decisions from BoE, BoJ and the Fed.
Attila Kadikoy from Levantine & Co on a soft vs hard landing. How should investors position their portfolios?
Kagiso Tloubatla of SV Capital on inspiring the youth to invest.

The move opens the door to lower fees for end investors and better economies of scale – Michael Dodd from Morningstar SA.

Schalk Louw from PSG Old Oak talks Standard Bank's results … what did the market think? And then a look at the investment case for banks as we head into the rest of 2024.
Michael Dodd from Morningstar South Africa offers insights on the significant changes to local indices.
Simon notes that consensus in the US now leans towards three rate cuts, down from the initial projection of six earlier in the year. What will be the impact on our rates and markets globally?

Investing in high quality companies with strong balance sheets over the next 12 to 18 months is going to be increasingly important, reckons Scott Cooper from Marriott.

Faheema Adia from Momentum Securities on the Growthpoint results.
Marriott's Scott Cooper talks investing in a new world of higher rates that, even as they come down, will end up higher than pre-pandemic.
Hayden Reinders, convenor of the Asisa Hedge Funds Standing Committee, discusses shifts in the local hedge fund landscape.

‘We think fixed income quite a good option ... especially if one is looking at stability and predictability of income generation’: Tlhoni Komako, Fixed Income portfolio manager at Ashburton Investments.

Wayne McCurrie from FNB Wealth & Investments talks US inflation as it disappoints again.
Ashburton Investments's Tlhoni Komako talks fixed income as its beating inflation by +4%. A look at the pros and cons.
Absa CIB's Bohani Hlungwane on why the roll out of the African Continental Free Trade Area is urgent.

‘I feel the future of small-scale agriculture on the African continent is the use of technology to make sure those farmers are protected through ... index-based yield insurance products’: Zhann Meyer – Nedbank CIB.

Deryck Janse van Rensburg of Anchor discusses the Absa results, while an enhanced trading update from Metair bolsters the struggling stock.
Fortress's CEO, Steven Brown addresses recent company results and discusses the merger of A and B class shares, a move that facilitated the payment of dividends.
Nedbank CIB's Zhann Meyer on building climate resilience into agri value chains.

‘One of the reasons I attend AGMs, besides being able to vote...is I like to learn more about the company and get a feel for management. At this AGM I just feel I didn't get that’: Steven Beattie of Steven Beattie Tuition.

Nick Kunze from Sanlam Private Wealth unpacks Capitec's strong update and the Mondi/ DS Smith deal.
Bruce Strong, CEO Mpact, on good results in a very tough economy.
Steven Beattie on the Transaction Capital AGM, only 22 minutes and none of his questions read out. What are shareholder rights?

Ross Yammin from Laurium Capital dips into the opportunities and threats possibly posed by Novo and Lilly’s ‘wonder’ drug.

Petri Redelinghuys from Herenya Capital Advisors on the all-time highs for gold and bitcoin, what are his targets? Ross Yammin Laurium Capital on his feedback from the Novo Nordisk Capital Markets day and the future of the GLP-1. Simon's thoughts on SA Inc as logistics, Eskom and interest rates hurt.

Sean Kelly of Parity Wealth Managers ponders whether the Magnificent Seven will be the only beneficiaries of AI – or might others poach their advantage?

Independent analyst Carmen Mpelwane unpacks Sea Harvest's results and ponders whether Murray & Roberts will survive. Sean Kelly from Parity Wealth Managers questions whether we are in a tech bubble with the Magnificent Seven. Andrew Fulton of Eighty20 expresses a reason for cautious optimism based on their Q4 2023 Credit Stress Repor

CEO Cobus Loubser notes that ‘We've actively reinvested in...everything to create a holistic and special experience in our corridors and on our fields’.

Independent analyst Jimmy Moyaha on Shoprite's latest set of strong results and Canal+'s revised offer for MultiChoice. Curro CEO Cobus Loubser discusses results as bad debts decrease and margins improve. FNB's Thanda Sithole on 2023 GDP data with Q4 coming in at +0.1%. SA missed a technical recession by the skin of its teeth; how?

Sanisha Pakirisamy from Momentum Investments considers trade and shipping route disruptions, inflation, geopolitical tensions and Chinese GDP going forward.

Chantal Marx from FNB Wealth & Investments on RCL results as it looks to list Rainbow separately.
Brian McMillan of Investec on their latest structured product, the Nikkei 225 Autocall without currency risk.
Momentum Investment's Sanisha Packirisamy explains how shipping disruptions across four regions could slow or even delay rate cuts.

Maahir Jakoet from OMIG’s Global Islamic Equity offering agrees a significant number of his fund’s investors are not necessarily Muslim; they are there for the returns, the mandate, and the methodology.

Nick Kunze from Sanlam Private Wealth offers insights on the MTN update while expressing concerns about FirstRand's results, which appear modest in comparison to its valuation.
Maahir Jakoet from Old Mutual Investment Group shares insights into the tech and healthcare stocks he is currently overweight in.
Debra Slabber from Morningstar South Africa discusses strategies for managing returns and questions the perception of volatility as a real risk in investments.

‘Everything needs electricity and the carrier of electricity is copper,’ points out CEO Jan Nelson.

Matete Thulare from RMB comments on Implats's challenging financial results as the company reduces production. Jan Nelson of Copper 360 discusses recent sampling outcomes and provides insights into the history of copper mining in the Northern Cape. Simon shares his perspective on bitcoin as it approaches record highs.

CEO Werner de Jager notes that ‘funnily enough the decorative part of our business is still the part that's doing well’.

Insights on Woolies' results from Lonwabo Maqubela at Perpetua Investment Managers, Cashbuild's performance discussed by CEO Werner de Jager, and KAP's Gary Chaplin addresses challenging results and financial pressures.

‘If you don't have to have exposure to listed property in South Africa I don't see a very strong reason to’: Daniel King – head of fixed income, Merchant West Investments.

Insights on Motus results and Gridrod's robust trading update with Odwa Magwentshu from Trive SA. Daniel King from Merchant West Investments discusses valuing property stocks trading at a discount to net asset value. Mitchan Adams from Aions Creative Technology emphasises the importance of investing during your student years.

Head of product development and distribution Dino Zuccollo discusses the company’s latest private credit offering in sterling.

Gary Booysen of Rand Swiss on Sasol's results – as impairments wipe out profits, is it investable or better looking offshore?
Westbrooke Alternative Asset Management's Dino Zuccollo discusses their latest private credit offering in Sterling.
Happygirl Buthelezi of Capital Solutions and BEE Financing at Absa CIB shares insights on reforming the logistics sector in SA.

In this case the credit provider holds a member's retirement fund as collateral against the advance: Tebogo Mphafudi – Momentum Corporate.

Alex Duys of Umthombo Wealth shares insights on how the market reacted differently to City Lodge's results, which were not well-received, compared to the positive response to the Dis-Chem update. Tebogo Mphafudi from Momentum Corporate talks about pension-backed home loans. Tafadzwa Chibanguza of Seifsa discusses the 2024 outlook for the South African Metals & Engineering sector.

Fred Razak from CMTrading examines the global perception of SA leading to the May elections.

Faheema Adia of Momentum Securities discusses Pick n Pay's market update and the market's reaction to the budget. Fred Razak from CMTrading examines the global perception of South Africa leading up to the May elections. Simon shares insights on the Nikkei 225 achieving a new all-time high, the first since 1989.

Generally Europe has done fantastically, the UK has had a few issues and China ‘was struggling’: CEO David Cleasby.

Sithembile Bopela of FNB Wealth & Investments discusses Spar's modest growth in results. Bidcorp's David Cleasby reflects on a year of strong growth. Grovest's Jeff Miller talks about the launch of the second round of funding for their Twelve B Green Energy Fund.

In the last 30 years you’ve had a wonderful ride if you've invested as much of your capital as possible in the US equity market: Anton Eser – CIO, 10X Investments.

Shaun Dendere of Trive SA discusses Kumba and BHP Group results. Anton Eser of 10X Investments advises on reducing US equity exposure due to anticipated lower returns in the coming decade. Megan Fraser from Allan Gray explores over-contributions to a Reg 28 fund.

Guest: Viv Govender

Analyst Jimmy Moyaha delves into the Telkom update and Amplats results. Tertius Zitzke from 4Sight Holdings discusses robust results and expansion plans. Viv Govender of Rand Swiss reflects on a week marked by significant AI advancements and anticipates Nvidia results on Wednesday.

What you see in terms of market activity may not mean what you think it means. And remember to attend to your tax-free investment options before February 29 this year: etfSA director Nerina Visser.

Sanlam Private Wealth's Nick Kunze discusses markets, and with the recent listing details of WeBuyCars, is this a company worth keeping an eye on? Additionally, the Nikkei 225 is on the verge of reaching its 1989 all-time highs. Nerina Visser from etfSA unpacks what the ‘partial delisting’ of an ETF means. Should we worry? Petri Redelinghuys from Herenya Capital Advisors talks the Bitcoin halving. What is it, and what’s the expected impact?

In order to balance the books you have to source additional revenue or cut expenses somewhere – Joubert Botha from KPMG.

Wayne McCurrie from FNB Wealth and Investments unpacks the Nampak and Blue Label trading updates and South32 results.
Joubert Botha from KPMG on proposed tax increases in next week's budget and their feasibility in the current economic climate.
Simon offers his thoughts on writedowns. Yes, they’re not cash when written down. But they were cash when purchased.

The Elikhulu Project is possibly one of the lowest-cost producers of gold in southern Africa and still has 10 years of life: CEO Cobus Loots.

RMB's Matete Thulare on the Nigerian naira. Since we last spoke it has had another devaluation, this especially hurts the likes of MTN and, to a lesser degree MultiChoice. Cobus Loots from Pan African Resources on a strong set of results that saw production up and costs down. FNB's Thanda Sithole talks mining production, as it fell short of expectations in December after a strong November.

‘Spend is [is now more] aligned to when people actually have money in their accounts versus having a credit card’: PayJustNow CEO Craig Newborn.

Odwa Magwentshu from Trive South Africa on the WeBuyCars listing … does he see value unlock here? Craig Newborn from PayJustNow on retail trends they’re seeing via their BNPL system. Cliffe Dekker Hofmeyr's Tendai Jangara talks the use of digital forensics to help combat and prosecute fraud and corruption.

Viv Govender from Rand Swiss explores arguments for and against dipping into this cache.

Keiran Witthuhn from Anchor on the recent Tesla results as the stock is down around 50% from its 2021 highs.
Rand Swiss's Viv Govender talks the Gold and Foreign Exchange Contingency Reserve Account. What is it, and can government use the R450 billion found therein?
Francis Marais from Morningstar South Africa, on navigating the new two (three) pot system.

It's becoming increasingly clear that China's structural policy trends are really beginning to cloud its medium-term growth prospects: Casey Sprake – Anchor Capital.

Independent analyst Carmen Mpelwane unpacks Sasol's six-month trading update.
Keith Mclachlan from Integral Asset Management on local education stocks; AdvTech, Curro and Stadio. What’s the Curro write down about, and which is his preferred?
Anchor's Casey Sprake on slowing growth in China: is the economy at a crossroads?

These allow you to invest in complex markets and give you access to complex investment instruments – but in a controlled fashion: Samukelo Zwane at FNB Wealth and Investments.

Nick Kunze from Sanlam Private Wealth unpacks the latest updates from British American Tobacco, Anglo, Kumba and Amplats.
Samukelo Zwane from FNB Wealth and Investments does some myth-busting around structured products.
Simon's thoughts on MultiChoice and Canal+, mandatory offers and possible changes to the Electronic Communications Act of 2005.

The engagement provides a crucial opportunity for all stakeholders together to charter a course towards a more inclusive and sustainable mining industry: Jaco Meyer – Cliffe Dekker Hofmeyr.

Gary Booysen from Rand Swiss unpacks Disney's results … is Netflix the better alternative?
Cliffe Dekker Hofmeyr's Jaco Meyer on 30 years of the Mining Indaba and the hopes for this year's event.
Johann Els from Old Mutual talks Sona, will we see detailed plans to repair electricity and logistic challenges?

Aspirant donors need to get smart around the ramifications of making donations of R100 000 and more.

Faheema Adia from Momentum Securities talks Fortress as the Reit is finally set to remove the dual share structure. What’s the change and is there value here?
Neill Hobbs from Hobbs Sinclair Advisory on how donations to schools or other PBOs can offer tax relief under Section 18A.

David Shapiro of Sasfin explains that 364 entrants have so far individually selected the five stocks they expect to outperform over the next 10 months.

Aside from uranium, where else is Petri Redelinghuys of Herenya Capital Advisors finding opportunities in the mining sector as the Mining Indaba begins in Cape Town?
David Shapiro from Sasfin talks the Cristal Challenge. What have been the most popular stocks selected by contestants?
Craig Ivy of Futuregrowth highlights last year's trends, emphasising the limited interest in ESG bonds.

Allan Gray's Rory Kutisker-Jacobson weighs up their returns and how to spot a winning stock.

Chantal Marx from FNB Wealth and Investments unpacks a solid set of results from Hudaco.
Kingsley Williams from Satrix on a new ETF they’re listing that will use global free-float metrics, offering higher exposure to dual-listed companies.
Allan Gray's Rory Kutisker-Jacobson on returns from frontier markets and how to spot a winning stock.

Flagship Asset Management’s Kyle Wales notes that in the US over the past year ‘we saw very strong economic growth but the markets rallied far ahead of that’.

Schalk Louw from PSG Old Oak offers his views on the Canal+ offer for MultiChoice.
Kyle Wales from Flagship Asset Management talks his offshore sector and stock picks for the challenging year ahead.
Simon offers his thoughts on income investing … great yields, but is there more we should know?

Yoco's Yusuf Shaikh reflects on the trend of going cashless, as well as the benefits and possible drawbacks for small businesses.

RMB's Matete Thulare talks Hyprop's trading update which shows a strong festive season of trading.
Yoco's Yusuf Shaikh on the trend of going cashless and the debate around stores that are cash-only.
Denys Hobson from Investec on South Africa’s trade outlook for 2024 in a world of stagnant growth.

World Gold Council 2023 report shows central bankers kept on buying, with technology and AI boosting demand – Senior analyst Krishan Gopaul.

Alex Duys from Umthombo Wealth unpacks Shoprite's latest update, as the retailer now boasts 58 straight months of market share gains.
Krishan Gopaul from the World Gold Council on their 2023 gold report as central bankers kept on buying, and AI boosted demand.
Tobie van Heerden from 10X Investments on their latest Retirement Reality Report, which shows we’re still not saving enough for retirement.

‘We think in South Africa you have a universe that's especially cheap at this point in time’: Sean Neethling, head of investments at Morningstar SA.

Odwa Magwentshu from Trive South Africa on Truworths's update and his big-picture view on retail updates so far.
Evan Robins from Old Mutual Investment Group talks property as Reits had a decent 2023. What are the prospects for 2024?
Sean Neethling from Morningstar South Africa on how JSE de-listings impact your investment portfolio.

Listing this week is an active income ETF with current gross yields around 11.8%: PortfolioMetrix head of investments Philip Bradford.

FNB's Wayne McCurrie on Lewis's trading update and Dis-Chem buying its head office in a related party transaction.
Philip Bradford from PortfolioMetrix talks their new active ETF focusing on income.
Bianca Botes from Citadel Global unpacks the risks facing the rand in 2024.

Michele Santangelo of Independent Securities shares his insights regarding the medical sector, luxury goods, clean-energy stocks, biotech with AI, and the Magnificent Seven.

Michele Santangelo from Independent Securities on the macroeconomic factors in 2023 and how these differ from 2024 and the stocks he believes will perform well
Simon's thoughts on the other Nasdaq ETF … QQQM vs QQQ.

Chantal Marx of FNB Wealth and Investments explains why she currently favours Bidcorp, Kal (Kaap Agri) and African Rainbow Capital.

Lonwabo Maqubela from Perpetua Investment Managers talks TFG's nine-month update. FNB's Chantal Marx gives her preferred local stock picks for 2024. Solly Bellingan from BankservAfrica takes a look at December holiday spend.

Although consumers may take a bit of a breather, changes will be slow going forward – PwC economist Lullu Krugel.

Reko Nare from Anchor on why stocks thrive as interest rates fall.
PwC's Lullu Krugel talks the MPC's announcement due on Thursday. With only 4 MPC members, could we see a deadlock and will they cut rates?
Conway Williams from Prescient Investment Management on the problems with ESG and how they are managing it.

Consumers can definitely get a ‘bang for their buck’ if they do their homework and buy from a trusted and established business: Donovan Enslin – Kelston Motor Group.

Shaun Dendere from Trive Investments on South32's latest trading update. Zak Calisto CEO of Karooooo unpacks their third-quarter results. Kelston Motor Group's Donovan Enslin takes a look at the used car market as consumers feel the pinch.

The moment children can count to 10 you can help them to appropriate money in the proper way – Stian de Witt, head of financial planning at NMG Benefits.

Nick Kunze from Sanlam Private Wealth talks markets as US markets all hit all-time highs on Friday and a horror start to the year for PGM stocks. Is there any value here? Gerhard Swart from Performanta on AI and cybercrime.
Stian de Witt from NMG Benefits on the importance of making kids smarter about money which will benefit them into adulthood.

‘Our portfolio contains over 3 000 underlying borrowers, and that's across the entire US market’: Harris Gorre – Grovepoint Investment Management.

Mia Kriegler from Kruger International talks Richemont's strong update. Is the stock worth holding, or is one of its offshore competitors a better bet?
Harris Gorre from GrovePoint Investment Management on their JSE-listed AMC that invests in US private credit and offers strong US$ yields.
Simon's thoughts on finding and profiting from megatrends such as the uranium bull market and AI.

Tourists flock to places like Cape Town which ‘really is the most magnificent place you could possibly imagine. You go and see big game and all the old SA tourism things’: Independent analyst Chris Gilmour.

Matete Thulare from RMB on the US$ index, which has been strengthening since the last trading day of 2023 … what's driving this?
Analyst Chris Gilmour talks tourism in South Africa and the benefits to local hotel and leisure stocks.
Dr Roelof Botha unpacks the Altron Fintech Household Resilience Index for Q3 2023. Have conditions been improving for local consumers?

Ride-hailing drivers have the possibility to earn well above a minimum or comparable wage with more social megacity solutions to get people from A to B: Dr Andreas Nienhaus from Oliver Wyman.

Viv Govender from Rand Swiss on whether he's still bearish on China and bullish on AI.
Morningstar SA's Francis Marais talks currency risk when investing offshore.
Dr Andreas Nienhaus from Oliver Wyman takes a look at shared mobility in Africa as it’s expected to double by 2030.

US investors who might have been sceptical about buying crypto themselves can now access cryptocurrency in a more comfortable platform and environment: Christo de Witt, Luna SA country manager.

Petri Redelinghuys from Herenya Capital Advisors talks uranium as it hits 15-year highs, what’s the ETF here?
Christo de Witt from Luno takes a look at crypto as the SEC lists 11 Bitcoin ETFs… when will we see one locally?
Dani van Vuuren from Sovereign Trust SA on starting a business in Dubai and the associated tax implications and residency status requirements.

Maarten Ackerman of Citadel explains we need to get all of our challenges out of the way before the rand can start to breathe again.

Wayne McCurrie from FNB Wealth and Investments on US CPI and PPI data from last week and what he sees for oil in 2024.
Citadel's Maarten Ackerman talks about the investment outlook for 2024.
Brian Rushmere from Levantine & Co on US economic resilience even as uncertainties in the market abound.

CEO Johnny Copeland ‘must have worked his slide rule and done his magic as to what would've been best for the underlying union shareholders and HCI, and long-term shareholders in the company, and decided to do a carryover’: Independent analyst Anthony Clark.

Kieren Witthuhn from Anchor on their offshore stock picks for 2024.
Analyst Anthony Clark on what’s happening with HCI and Impact Oil after the recent Sens announcement.
Simon's thoughts on catching falling knives when buying plunging stocks.

Money management and psychology are the two most important elements of trading: Fred Raza – CMTrading.

Independent analyst Jimmy Moyaha takes a look at Sasol … it was bouncing late last year but has given all of that back. Is there any value here?
John Jack of Galetti Corporate Real Estate talks trends for 2024 in the commercial property sector, including Reits spending big.
CMTrading's Fred Razak on trading errors to avoid for newbies and pros alike.

‘Management teams are incentivised with growth and they've found it outside South Africa’: Keith McLachlan – Integral Asset Management.

Mia Kriegler of Kruger International on where she sees opportunity in offshore markets after a strong rebound in 2023.
Intergral Asset Management's Keith McLachlan shares insights on the small cap space locally and his listed small cap 'actively managed certificates’.
Denys Hobson of Investec discussing the issue of shipping companies avoiding the Red Sea, and whether there are opportunities locally or risks to supply chains.

It's important for investors to equip themselves with the ability to think critically and analyse more in depth: Kamogelo Mosime – Tickmill.

Nick Kunze from Sanlam Private Wealth on Capitec's update, US bonds vs equities and Nampak's rights issue.
Kamogelo Mosime from Tickmill on how the past can help with the future as the market is a 'treasure trove of information'. Alex Simeonides of Capital Legacy talks the nuts and bolts of having a will at the start of Wills Week.

For all intents and purposes it's a made-up number: Dr Adrian Saville – Genera Capital.

Richemont is back at late 2021 levels. Gary Booysen from Rand Swiss on his preferred luxury stocks. Dr Adrian Saville Genera Capital talks inflation targeting. Where does it come from, and does it work? Simon shares insights on stock watchlists and setting target prices.

If you're getting a 15%, 16% annual return, it's a defensive business – Philip Short, Flagship Asset Management.

RMB's Matete Thulare takes a look at the oil price and Opec+. Philip Short from Flagship Asset Management on the regulatory risks with tobacco and valuation in British American Tobacco. Chris Eddy from 10X Investments on the attractive yields from local bonds and reducing weighting in US equities.

Among the four businesses fishing actually performed quite well – CEO Felix Ratheb.

Mia Kriegler from Kruger International unpacks Shoprite's stellar results as it continues to gain market share while diesel costs hurt at +R100m a month.
Sea Harvest's Felix Ratheb on results as catch rates and costs hurt, but global demand for fish as a protein remains robust.
Chris Harmse from Sequoia Capital Managers on the stronger-than-expected second quarter GDP data. What’s driving the improvement and can it last?

More females [than males] suggest they don’t have money for education: Sanisha Packirisamy – Momentum Investments.

Alex Duys from Umthombo Wealth talks the divergent RCL Foods and AVI results. Sanisha Packirisamy from Momentum Investments on the importance of women in the labour force. PPS's David Crosoer explains how we should manage short-term price gains with long-term sustainable investments.

‘We are getting a lot of the pre-let deals. Everybody's phoning us first, and the vacancies are really low’: CEO Steven Brown.

Independent analyst Karl Gevers on the Pan African trading update and his preferred gold stock ... or is he staying away Fortress's Steven Brown on the Reit's results as vacancies hit 3.7% but it still can't pay dividends. Old Mutual Wealth's Izak Odendaal on the curious nature of a strong US and weak China.

We've some major projects being completed [which should] flow through into improved performance at the end of next year and the years thereafter – CEO Gary Chaplin.

Independent analyst Jimmy Moyaha takes a look at Implats results as refined production, sales and prices received all declined. KAP's Gary Chaplin on tough results after the record of last year. Simon offers his thoughts on the CEOs who still take questions, even when the going is very tough.

‘We believe that we can trade through this period. It's going to be tight for the next year or so’: CEO Henry Laas.

Reko Nare from Anchor on where to next for SA inflation and interest rates as we appear to have reached the peak of the rate hike cycle.
Henry Laas from Murray & Roberts talks the company's financials as they swing into a massive loss, is the group still solvent?
Bidcorp's David Cleasby on strong full-year results even as food inflation rose during the period.

CFO Colin Brown unpacks the company's latest full-year results and explains why the next year will be a tough one.

Viv Govender from Rand Swiss on whether the AI hype justifies Nvidia's valuation. Super Group's Colin Brown unpacks the company's strong results despite another challenging year. Simon Campbell Young of Digimune on the best way to insure your crypto coins from loss and phishing attacks.

National Treasury wants both a South African taxpayer earning in another country and the foreign company paying the salary to declare the earnings to Sars: Harry Scherzer – Future Forex.

FNB's Wayne McCurrie on Italtile's results as consumers struggle and costs hurt. Roy Douglas from AdvTech unpacks their strong results as Heps was up 24% and margins improved across all sectors. Harry Scherzer of Future Forex on National Treasury's new regulations set to seriously hamper offshore earnings in foreign currency.

I never thought we'd see the day when we were selling baked beans and toilet paper [online]...and it has been really, really successful – OneDayOnly sales director Laurian Venter.

With Aveng's results, Murray & Roberts's asset sale and WBHO's update, is there any value in this beleaguered sector? Nick Kunze from Sanlam Private Wealth takes a look. Petri Redelinghuys of Herenya Capital as he’s bullish on platinum, Implats and Sibanye Stillwater. Laurian Venter from OneDayOnly talks SA’s ecommerce surge.

Japanification is an issue and a concern in the long term because debt levels are high – Schroders economist David Rees.

Independent analyst Jimmy Moyaha unpacks South32 results which saw profits plunge and struggling Sasol results from earlier in the week.
David Rees from Schroders talks China's problem of deflation and high debt … are we seeing the Japanification of China?
Simon offers his thoughts on capacity utilisation in manufacturing and the leverage effect.

Pension payments have kept up well compared to inflation over the past year: Independent economist Elize Kruger.

FNB's Chantal Marx on Adcock Ingram results as we all get flu again. Economist Elize Kruger talks BankservAfrica’s July take-home pay which shows some relief to consumers. Dr Stuart Theobald from Krutham talks the changing trends in research.

‘We don't have cuts coming through perhaps as speedily as they would've in previous monetary policy cycles’: Rhandzo Mukansi of Futuregrowth.

EA Capital's Kea Nonyana unpacks results from BGP Group and Spur. Varshan Maharaj from the Allan Gray Frontier Markets Equity Fund on what a frontier market is and whether they are offering value. Rhandzo Mukansi Futuregrowth talks investor sentiment as it rebounds in July.

SA’s education stocks are ‘very different businesses earning very different returns’. Keith McLachlan of Integral Asset Managers looks at results and prospects.

Witthuhn from Anchor on markets as Thungela's results saw Heps off 67% as coal prices fell by a similar amount over the last year. Keith McLachlan from Integral Asset Managers unpacks Curro's results and takes a broader look at the education sector. DebtBusters's Benay Sager talks debt as more South Africans turn to personal loans as financial lifelines.

Here we are seeing the average first purchase is around R650, and globally it's around R400: Christo de Wit – Luno.

Gary Booysen from Rand Swiss on Libstar's poor trading update. Are any food producers looking attractive?
Capitec's Busi Radebe talks Payshap … what is it, and how does it work?
Christo de Wit from Luno on who is buying crypto and how much they are spending.

‘If you are responsible for the economy of your country, you've got to communicate in simple, straightforward terms’: Russell Silberston.

Independent analyst Karl Gevers talks Standard Bank's results and compares them to recently released Absa, Nedbank and Gold Fields financials as profits decreased but dividends increased. Ninety One's Russell Silberston unpacks central bank speak … why it’s crucial that the public understands it and why the Bank of England is doing it all wrong. Simon offers his thoughts on the wild west of dodgy investments and platforms.

SA needs to compensate foreign investors for bringing their money in...so we are expecting a very shallow interest-rate cutting cycle – Miyelani Maluleke, economist at Absa CIB.

FNB's Sithembile Bopela on the Resilient Reit results as LTV moves higher and energy costs hurt. Duncan Lamont from Schroders talks shrinking global equity markets as listings more than halve. Miyelani Maluleke from Absa Corporate and Investment Banking discusses the bank's near-term growth forecasts.

SA companies testing ‘100% pay, 80% workweek for 100% output’ have remained revenue- and productivity-positive: Karen Lowe – 4 Day Week SA.

In light of the recent Santam and OUTsurance updates, Mia Kriegler from Kruger International looks at whether long or short-term insurers are offering opportunity. Karen Lowe from 4 Day Week SA talks their pilot 4-day work week project. Wandile Sihlobo from the Agricultural Business Chamber of SA talks agriculture export forecasts for the year after a record 2022.

The technology gives you many more features, like the ability to pause cover or insure particular items – Everything.Insure CEO Vis Govender.

Anchor's Deryck Janse van Rensburg unpacks Absa's and MTN's results as Mastercard plans to buy a stake in the telco's fintech unit. Sean Kelly from Paragon Wealth Managers talks Fitch's downgrade of the US. Vis Govender of Everything.Insure offers insights into concerns about concentration in and how to foster growth of new insurers.

During the 30 years you can expect to live after stopping work you’ll continue to need to invest.

Sanlam's Nick Kunze talks markets as they look like they’re rolling over … US PPI shows inflation is not completely behind us and locally Aspen is looking strong.
Paul Hutchinson from Ninety One on why you may have longer than you think as an investor and why it matters.
Dylan Govender from Investec for Business on contesting the dti's import tariffs policies.

The country needs to deal with the high prices of electric cars and put in countrywide charging infrastructure’: Thesele Mampane – Futuregrowth.

Kea Nonyana from EA Capital talks the latest promising US inflation data. Futuregrowth's Thesele Mampane on the advancement of new EVs in South Africa. Jimmy offers his insights on the copper market.

‘For the time being it seems all is well, but obviously these moments don't last forever’: Isak Odendaal – Old Mutual Wealth.

Gary Booysen from Rand Swiss discusses the repercussions of the CompCom's decision to decline Vodacom's acquisition of Remgro's fibre business. Ernest North from Naked Insurance shares savvy tips for newbie car buyers. Old Mutual's Izak Odendaal delves into the convergence of entertainment and economics following the debut of the Barbie and Oppenheimer films.

‘The local delinquency rate is increasing by up to 27%, and internationally it's also happening’: Frank Knight – Debtsource.

Matete Thulare of RMB looks at movements in the rand.
Neil Hobbs from Hobbs Sinclair on navigating tax challenges.
Frank Knight of Debtsource speaks about increasing levels of insolvencies and how creditors can spot the early warning signs.

‘If your investment goals are not changing your strategy to reach those goals shouldn't be changing either’: Paul Nixon – Momentum Investments.

Paul Nixon from Momentum Investments explores investor risk levels. Old Mutual Wealth's Tasneem Samodien on the investment case for LVMH.

‘There's so much nuance in the township economy. You have to be there to understand’: Mushambi Mutuma – Accenture Africa.

Independent analyst Karl Gevers talks markets with strong Mpact results that saw Heps up 33% and JSE Group results that showed a modest increase in profits. Mushambi Mutuma from Accenture takes a look at the informal spaza economy and how FMCGs can directly capture some of the sales. Simon talks the importance of reading listed companies' annual reports.

Peregrine Capital CEO Jacques Conradie looks back on what has helped his team evolve and continue improving over time.

Herenya Capital's Petri Redelinghuys explains why he is bullish on Chinese tech and the associated offshore ETFs. Peregrine Capital's Jacques Conradie on 25 years in the market and finding value amid local profit-taking. A look at collecting, or investing in, whiskey as an alternative asset class.

In 2000 fossil fuel accounted for about 86% of global energy demand; by 2019 it accounted for 84%: JD Hayward – Flagship Asset Management.

Independent analyst Jimmy Moyaha on the latest company news as Aspen makes an acquisition in Latin America and Pan African Resources gets funding and environmental authorisation for their Mintails tailings retreatment plant. JD Hayward from Flagship Asset Management talks the oil price and opportunity for investors. Josh Kotlowitz from Future Forex gives his insights on improving the FX experience using AI.

‘We still see demand likely to remain positive in the second half of the year, albeit maybe not at the same levels as in H2 last year’: Krishan Gopaul – World Gold Council.

FNB's Wayne McCurrie talks company news with results from Liberty Two Degrees and updates from Telkom and MTN. Krishan Gopaul from EMEA World Gold Council, on their second quarter report which shows demand increasing and supply potentially hitting new records this year. MFS Africa's Moses Marimira takes a look at how AI can help combat financial crimes and get SA off the grey list.

‘We think financials and SA banks really well priced. You don't need a lot to go right to make some return on those’: Sean Neethling – Morningstar Investment management SA.

EA Capital's Kea Nonyana on the Woolies update, rand strength and the higher oil price. David Rees from Schroders talks the global goods sector, as we’re seeing some signs of recovery that should bode well for EMs and commodities. Despite prevailing pessimism, South African equities are currently priced for worst-case scenarios. Sean Neethling from Morningstar Investment Management SA takes a look.

Recent data from Stats SA shows that life expectancy for South Africans has increased: Natasha Huggett-Henchie – NMG Benefits.

Faheema Adia from Momentum Securities talks Anglo American results … is she seeing value in the group as a whole or individually in Kumba and Amplats?
The good news is that we’re living longer, but … we haven't saved enough. NMG Benefits's Natasha Huggett-Henchie offers some retirement finance hacks to combat the shortfall.
Simon offers his thoughts on why buying the winners and ignoring the losers is the best strategy.

‘We found the investment still intact, despite what's happening at the moment’: Tasneem Samodien – Private Clients by Old Mutual Wealth.

Lonwabo Maqubela from Perpetua talks the US Federal Reserve's rate decision.
PSG Asset Management's Gustav Schulenburg on ignoring headlines and focusing on the businesses you’re investing in.
Tasneem Samodien from Private Clients by Old Mutual Wealth on their Amazon investment even as the company lost $2.7 billion and RoE went negative.

Dwellings with well-maintained solar installations are certainly selling faster: Dominique d’Hotman – ooba Solar.

Mia Kriegler from Kruger International looks at the Shoprite trading update that saw R1.1 billion spent on diesel and flat like-for-like growth after internal inflation.
Ooba's Dominique d'Hotman on how a solar installation can increase the equity in the value of your home.
Denise Hartley from FNB on the difference between debt consolidation and debt review.

‘I would say investors should consider looking into dividend stocks again’: Schalk Louw – PSG Old Oak.

Independent analyst Jimmy Moyaha unpacks Anglo American Platinum's results as the dividend, unsurprisingly, gets slashed. Schalk Louw from PSG Old Oak talks the return of dividends and the opportunities they present for investors. Kondi Nkosi from Schroders South Africa offers insights on net zero risks.

There are over 100 000 online stores in the country, but many don't make it more than three months after first purchases from their sites – Joel Bronkowski from Paystack.

FNB's Chantal Marx on Mr Price's latest update and how Studio 88 helped save the day. Joel Bronkowski from Paystack talks local retailers and if they’re grabbing the ecommerce opportunity. Karooooo's Zak Calisto unpacks the company's results as revenue grows 24%.

‘I think the rand has probably fairly devalued for a couple of reasons, partially for what I guess we can call our own goals’: Nolan Wapenaar – co-CIO at Anchor Capital.

RMB's Matete Thulare on the devaluation of the Nigerian naira. How and why did the new government do it?
Nolan Wapenaar from Anchor Capital talks their current preferred asset classes … and why they make the list.
Simon offers his thoughts on why investors need to be thinking in bets focusing on investment processes, not outcomes.

‘I think as we celebrate as consumers we just need to be cautious of that core sticky inflation’: Neo Ralefeta – Investec Treasury Structuring.

Kieran Witthuhn from Anchor unpacks the Pick n Pay trading update which saw sales growth go backwards. Neo Ralefeta from Investec talks the economy following June's strong CPI numbers … what will the Sarb do at its rate meeting today? Coreen van der Merwe from Sovereign Group unpacks offshore vs onshore trusts, what do we need to know?

‘It seems that people have forgotten that there are some really, really good companies in Europe … not just in the technology names but across a number of industries': Helen Jewell from BlackRock

Mia Kriegler from Kruger International talks share buybacks versus dividends … which is her preference?
BlackRock's Helen Jewell on markets as Europe has a good year and whether there is still opportunity despite recession fears.Vinesh Maharaj from PwC South Africa discusses local manufacturing and whether it can evolve to take advantage of the 4IR.

In facilitating infrastructure development across the SADC region ‘we don't get fiscal allocations, even though we are an SOE,’ points out chief economist Zeph Nhleko.

FNB's Sithembile Bopela unpacks Richemont's good update … but why didn’t the market like it? Luno's Christo de Wit looks at the latest crypto news, central bank coins and what the future holds for NFTs. Zeph Nhleko from DBSA on the bank's role within the economy and competing against traditional commercial banks.

Foreign SA bond holders have dropped from 42% to 25% and investors seem to think that, regardless of the yield South Africa can offer, it's just too risky: Bianca Botes – Citadel Global.

Nick Kunze from Sanlam Private Wealth unpacks Absa's update as impairments worsen. US earnings season kicks off. Citadel Global's Bianca Botes on the impact of the country's greylisting so far and what SA's doing to get off the list. Old Mutual Wealth's Ian Ferguson as high interest rates drive corporate demand for short-term cash yielding.

‘We have been given support to actually sell [Swiftnet] outright...We've two firm bidders and should be closing that process within a month or two’– CEO Serame Taukobong.

FNB's Wayne McCurrie on markets as US CPI sees equity markets higher and the dollar weaker.
Telkom CEO Serame Taukobong talks the future of Telkom Mobile and unlocking value in the business after the rejection of three deals.
Simon offers his thoughts and details on the upcoming Nasdaq 100 surprise ‘emergency’ rebalancing.

‘Because we think prices are likely to improve from here we think that there is an opportunity to be adding to the sector. But it's not a slam-dunk’: Lonwabo Maqubela – Perpetua Investment Managers.

We’re seeing a small bounce from PGM miners, Lonwabo Maqubela of Perpetua discusses if this offers opportunity or is best left alone. Paul Hutchinson from Ninety One on how to value the rand using purchasing power parity (PPP), while considering risk factors.
Cliffe Dekker Hofmeyr's Bridget Witts-Hewinson unpacks the legal aspects of installing rooftop solar.

So far only a handful of stocks have benefited from the AI hype and the underlying market has remained relatively subdued: Sean Kelly – Paragon Wealth Managers.

Faheema Adia from Momentum Securities on the two small(ish) deals announced by Invicta as it expands offshore.Jon Cherry from Cherry Flava talks innovation … how to spot it, and how to know when it’s failing. Paragon Wealth Managers's Sean Kelly on the magnificent seven doing all the heavy work lifting US indices higher.

Craig Antonie from AnBro Capital Investments considers it a fair assumption that we could see a rebound of sorts in the tech space.

Alex Duys from Umthombo Wealth on Mondi’s Canadian expansion. After a solid first half, US markets seem priced for perfection, Craig Antonie from Anbro Capital Investments takes a look. Keith McLachlan from Integral Asset Management on the value proposition for Transaction Capital.

Consumers are suddenly more willing than ever to dip into savings for experiences, notes Paul Donovan of UBS Global Wealth Management.

Chantal Marx from FNB Wealth and Investments talks packaging companies … Nampak is in trouble, Caxton is at almost five-year highs and Mpact is drifting. Are any offering value? UBS Global Wealth Management's Paul Donovan on the inflationary impact of Taylor Swift and Beyoncé music tours. Ernest North of Naked Insurance, talks insurance fraud and its impact on individuals, premiums and how data can help fight it.

This is to encourage ethical behaviour and due care by auditors, though auditors are generally doing a very good job – Imre Nagy from the IRBA.

Kea Nonyana from EA Capital takes a look at opportunities in the commodity space.
Irba's Imre Nagy on new fine limits for offenders raised to R25 million and restrictions on the board's jurisdiction as it no longer oversees chartered accountants.
Navigating portfolio rebalancing: Simon's insights on the process and risks.

Fiscal officials are being overburdened with work that ordinarily should be handled by SA’s provinces, municipalities and SOEs, notes Isaah Mhlanga from RMB.

Kieran Witthuhn from Anchor Securities on EU, UK and China PMI for June … all above 50 but slowing. Simon Fillmore from Independent Securities talks the bull case for equities even as investors climb the proverbial wall of worry. RMB's Isaah Mhlanga on National Treasury reputing concerns that there is weakness in SA's key financial institution

PJ Veldhuizen of Gillan and Veldhuizen Inc points to possible legal and ethical security issues that might arise from trusting the AI facility.

Independent analyst Jimmy Moyaha on markets as MultiChoice sees a 12% fall following a downgrade from JP Morgan … is there value here? PJ Veldhuizen from Gillan and Veldhuizen Inc on the need for AI policies in business. Laurette Ndzanga from PPS Investments on well-diversified portfolios translating into consistent returns.

‘I do think...we're going to see more and more [renewable energy] components being manufactured here’: Justin Schmidt – Absa Relationship Banking.

FNB's Wayne McCurrie talks markets as Pep introduces credit services for its customers and Mondi sells two Russian businesses. Justin Schmidt from Absa talks manufacturing and renewable energy. Roelie van Reenen from Beefmaster Group offers insights on the collapse of SA's small towns and the resultant threat to food production.

The tremendous amount of rain in the Western Cape has also drowned various orchards out and washed away infrastructure – Citrus Growers Association president Justin Chadwick.

Sanlam's Nick Kunze talks markets we hit the half-year mark … the Nasdaq had the best start to a year ever while local was a mixed bag. Justin Chadwick from the Citrus Growers Association discusses the EU's latest restrictions on orange imports.

Dr Adrian Saville of Genera Capital expects ‘at least one more hike, if not two’ in US interest rates. That's going to add pain.

Alex Duys of Umthombo Wealth talks PGM stocks as, aside from Tharisa, they trade down over a third year-to-date. Is this an opportunity, or is the PGM boom over for now?
Dr Adrian Saville Genera Capital asks what's happened to the expected US recession. All the late 2022 talk was of soft vs hard landing, yet nothing in sight?
Simon offers his thoughts on why you should always keep your crypto in a hardware wallet off-exchange.

Paul Nixon of Momentum Investments discusses the application of predictive analytics and AI to help investors get to grips with what they are costing themselves.

Gary Booysen from Rand Swiss talks Hyprop's operational update … is he seeing value in local or global Reits?
Paul Nixon of Momentum Investments on avoiding the behaviour tax as it's revealed that clients lost R600m during the pandemic due to emotional decisions.
Futuregrowth's Lindani Vezi offers insights on the Transnet board as the loss of independent non-executive directors weakens governance.

Steven Beattie from Steven Beattie Tuition shares his thoughts around possibly disproportionate executive pay and bonuses.

Independent analyst Jimmy Moyaha unpacks the Naspers and Prosus plan to untangle their cross-holding web after just four years.
Steven Beattie, independent analyst, on shareholder rights around executive remuneration.
Kenny Meiring of SFP Wealth talks efficiently managing taxes at the start of retirement

While Asian subsidiary Kian Ann had a ‘really, really good year’, supply chain and inflationary pressures persist: CEO Steven Joffe.

Reko Nare from Anchor talks the latest news from Renergen as it gets the US/IDC loan. Steven Joffe from Invicta unpacks the company's strong results as mining continues to boom. Dennis Jedburgh of DoshFX on the QZ Asset Management crypto scam offering 400% a year.

During a ‘flight to quality’ a quality strategy typically performs well: Rademeyer Vermaak – STANLIB.

Sithembile Bopela FNB talks Transaction Capital. After announcing a funding deal for Gomo the share has slipped even further, now trading below 600c. Value or value trap?
STANLIB's Rademeyer Vermaak offers insights on value in the local market and takes a look at different investment strategies.
Martin Soderberg from Spear Capital unpacks favourable exit techniques for an unlisted investment.

‘AI has lots of applications. Which ones are marketable is going to be another story’: Fred Razak – chief trading strategist, CMTrading.

Kea Nonyana of EA Capital provides insights into Growthpoint's challenging update and Mr Price's tough financial results. What does Fred Razak of CMTrading foresee for the rest of 2023 as big tech stocks continue to thrive? Simon talks inflation … is it now moving in a one-way direction, heading back into the target range?

‘But there is some light here, especially with regard to employment,’ says research economist Dr Roelof Botha.

With local inflation at its lowest since April 2022, Lonwabo Maqubela of Perpetua offers insights on whether it's time to start looking at local retail. Exploring the NHI Bill: Gary Feldman of NMG Benefits delves into its implications for private healthcare. Research economist Dr Roelof Botha on the latest Afrimat Construction Index ... are we starting to see the early days of a recovery?

The addition of cement goes hand-in-glove with the mining and materials company’s construction suite of businesses – Bruce Williamson, Integral Asset Management.

FNB's Wayne McCurrie gives an analysis of updates from Standard Bank and City Lodge. Bruce Williamson of Integral Asset Management talks Afrimat's acquisition of Lafarge in a bid for increased construction sector dominance. Jackie Smith from Buyers Trust shares insights on first-time home buyers and essential tips for purchasing your first home

‘I think there are some really skilled people in the hedge-fund industry who can offer South African investors quite a lot...but they've been hamstrung by legislation for quite some time’: Luke Richardson – PPS Investments.

FNB's Chantal Marx unpacks Omnia's results which seemed a little light and Stor-Age financials which reported strong local operations. Insights from Luke Richardson of PPS Investments on proposed amendments enabling hedge funds in retirement funds. Johann van Tonder of Momentum discusses a recent South African household wealth survey which reveals inflation's impact on our wallets.

‘I think Pepkor does itself a disservice in terms of disclosure around Flash’: Keith McLachlan – Integral Asset Management.

Nick Kunze from Sanlam Private Wealth talks US data and whether the country still faces a recession. Integral Asset Management's Keith McLachlan analyses the performance of Pepkor’s Flash division and Absa CIB's Shirley Webber offers insights on the growth of renewable energy across the African continent.

‘The vast majority of what you're paying for is accidents. A very small percentage of your insurance premium is to cover thefts or hijackings’: Naked co-founder Ernest North.

Independent analyst Jimmy Moyaha unpacks the FOMC's latest rate decision. Crucial car insurance and cost-saving tips from Ernest North at Naked. Victoria Reuvers from Morningstar Investment Management SA on how to boost financial literacy for kids and teens.

Remote work is a long-term challenge to office space – FNB property strategist John Loos.

Mia Kruger of Kruger International on the MultiChoice results as the rest of Africa sees growth but SA falters.
FNB's John Loos on the FNB Commercial Property Broker Survey as all commercial property sectors see increased pressure.
Sandra Beswick from Fluence Capital offers insights on managing debt as an SME and how to avoid the pitfalls.

Whatever your investment style, ‘remaining diversified is a key metric for long-term portfolio returns and risk mitigation’: Sean Kelly – Paragon Wealth Managers.

Independent analyst JD Klopper talks Vukile's results and Thungela's update that shows Heps under pressure. Dawie de Villiers from Alexforbes on results that show decent growth despite a tough year. Sean Kelly from Paragon Wealth Managers offers insights on value vs growth investing. Is it one or the other, or is a combo key?

‘We like to believe that we've changed the landscape of corporate accountability in South Africa’: Executive director Tracey Davies.

Deryck Janse van Rensburg from Anchor Securities unpacks TFG's latest results which saw good revenue growth but a modest Heps increase and a decreased dividend. As shareholder activist NGO, Just Share, turns five, Tracey Davies discusses the many highlights over that period. Amol Prabhu from Barclays looks at how wealth in Africa has accelerated.

‘Understand the bets you are making in a portfolio...but be careful of the rand’: Marius Oberholzer – STANLIB.

Kea Nonyana from EA Capital follows up on a bullish China prediction made earlier this year and examines Renergen's $750 million debt raise to finance the second phase of the Virginia gas field. Marius Oberholzer from STANLIB discusses strategies for managing expectations of lower returns in both local and global markets. Simon shares his perspective on the potential end of load shedding as renewables boom.

If you are very senior in age with enough capital, I think you shouldn't be considering alternatives. If you are younger you can take a bit more risk: Jaltech partner Jonty Sacks.

Where is independent analyst Jimmy Moyaha currently seeking value on the JSE?Jonty Sacks from Jaltech discusses the increasing interest in the broader asset class, as revealed by their recent alternative investments survey.Elana van der Berg, from Momentum Corporate, provides insights into the upcoming implementation of the two-pot system scheduled to take effect in March 2024.

‘The expected credit loss for GovChat primarily had an influence on both our basic and headline earnings’: Alan Salomon – CFO, Capital Appreciation.

Independent analyst Karl Gevers unpacks Premier Group's decent maiden results as a listed entity and British American Tobacco's decent update. Capital Appreciation's Alan Salomon on results as earnings fall, but the dividend is raised. Citadel's Maarten Ackerman talks local Q1 GDP figures and explains how SA just avoided a recession.

The wonderful thing is the sense that there's another project coming, and another one beyond that: Bruce Williamson – Integral Asset Management.

FNB's Wayne McCurrie unpacks Oceana's strong results and Sygnia's flat numbers. Bruce Williamson from Integral Asset Management offers insights on the Afrimat cautionary. Richard Rayne from the Entrepreneurs’ Organisation on the state of entrepreneurship in SA.

‘The risk of South Africa losing access to Swift – and in particular dollar payments – is deemed low, but it doesn't mean it's off the table’: Bianca Botes, Citadel Global.

Sanlam's Nick Kunze on the Nedbank update that shows a credit-loss ratio that was above the top end of their through-the-cycle target range. Botes from Citadel Global talks risks to the rand if SA gets sanctioned for Russian involvement. Chris Rule from CoreShares by 10X on the new ETF, which replaces the preference share ETF.

Over the last month or so we have been sitting in the $26 000, $27 000 range with a lot of sideways action: Christo de Wit – Luno country manager.

Insights from Chantal Marx, FNB, on attractive opportunities on the JSE and US debt default averted. Bitcoin enjoys a successful year, while the Ethereum Shanghai merge proves fruitful: Christo de Wit of Luno talks the latest cryptoverse news. Simon offers his thoughts on what an end to load shedding would mean for SA Inc profits.

Seemingly you can get 50% of earnings in naira out at the official rate, but it's probably closer to a third at the parallel rate: Cavan Osborne – Old Mutual Investment Group.

Lonwabo Maqubela from Perpetua on Spar's latest trading update, is Shoprite eating everybody's lunch? Cavan Osborne from Old Mutual Investment Group explains the perils of doing business in Nigeria. Bidvest Life's Melody Stander offers tips on how to reduce money stress.

Lonwabo Maqubela from Perpetua on Spar's latest trading update, is Shoprite eating everybody's lunch? Cavan Osborne from Old Mutual Investment Group explains the perils of doing business in Nigeria. Bidvest Life's Melody Stander offers tips on how to reduce money stress.

What the lending banks are doing now may turn out to be some of the best lending that they do: ooba COO Alan Rubin..

Mia Kruger from Kruger International on Tiger Brands's results as margins are squeezed even as revenue rises 16%.Alan Rubin from Ooba talks house prices with prime at 14-year highs. How are they holding up?Herenya Capital Advisors's Petri Redelinghuys talks the gold price as it slides lower. What is he predicting?

As poor as the economic outlook might look for South Africa or the UK, for instance, valuations look very, very attractive in some of these markets: Ross Biggs – M&G Investments.

Carmen Mpelwane Investment Analyst Sanlam Investments on the Zeda results as revenue increased 20%.Ross Biggs Head of Equity at M&G Investments locally and globally markets are not about the economy in which the exchange is located. Harry Scherzer CEO Future Forex on the great forex rip off when buying or selling rands.

Renewable energy [Etion Create] is pleasing and growing fast: CEO Alan Dickson.

RMB's Matete Thulare on why the rate increase saw the rand trade out to worst-ever levels. Reunert's Alan Dickson on results as defence, cabling and renewables all have a great period. Ethan Dube from Vunani on results as they lose significant institutional clients.

You have to look where others aren't looking or have stopped looking to really outperform, because there may be a short-term issue – John Gilchrist, PSG Asset Management.

Independent analyst Jimmy Moyaha unpacks Reinet and Tsogo Sun Gaming results. PSG's John Gilchrist talks managing investment without fear of risk. Simon offers his thoughts on the Purple Group's rights issue and what you need to know ... and do.

‘The success story behind all of this can be attributed to efficiency improvements on our side and uptime of equipment’: Earle Peters – Transnet Port Terminals.

Alex Duys from Umthombo Wealth on RFG results as the stock trades at its lowest levels since listing in late 2014. Momentum Investment's Sanisha Packirisamy on a good inflation number for April, but what will the Sarb do today with the interest rate? Earle Peters from Transnet Port Terminals talks port traffic as Durban Agribulk Terminal handles its highest volumes in ten years.

Famous Brands, Sun International and Reunert are on the radar of Vanessa van Vuuren from Sanlam Investments.

FNB's Sithembile Bopela talks Coronation's results as it skips the dividend due to the Sars fine provision. Is there value post the fine? Phoevos Pouroulis from Tharisa on results which were boosted by chrome prices as PGM production falls 16%. Vanessa van Vuuren from Sanlam Investments on opportunities in the mid-cap SA Inc stocks and why all the bad news shouldn't sway you.

Load shedding and semigration are bringing some return to office, which bodes well for our vacancies – CEO Quintin Rossi.

JD Klopper from Mentenova unpacks results from Famous Brands and Balwin.
Quintin Rossi of Spear Reit on strong results as its Western Cape focus pays off.
Astral's Chris Schutte on results as diesel costs hit profits and the dividend is suspended.

The group’s introduction of its health-insurance product and the implementation of clinics into Baby City stores are getting good traction: CFO and CEO designate Rui Morais.

Nick Kunze from Sanlam Private Wealth talks SA banks as they sell off. Rui Morais, CFO and CEO designate of Dis-Chem on results as their health insurance products gain traction. FNB's Carla de Waal explains why unit trusts are a great starting point for investors.

‘The amount of opportunity available right now is absolutely amazing, and we are sitting with a debt-free balance sheet’ – CEO Andries van Heerden.

RMB's Matete Thulare on the rand. Where does he think it’s heading in the short term, and what potential impact will it have on inflation and rates? Andries van Heerden from Afrimat on results that saw Heps off 15.7% and a new segment, Future Materials and Metals. Simon offers his thoughts on how to generate investment income.

Dani van Vuuren from the Sovereign Group outlines attractive options for South Africans considering moving to the island.

Gary Booysen from Rand Swiss talks Disney's results which prompted a selloff. The stock is now 50% off the highs; surely this offers value?Elize Kruger, independent economist, on BankservAfrica’s take-home pay report that shows we are indeed poorer.Dani van Vuuren from Sovereign Group talks Mauritius investments and residency options.

Locally it has been about industrials; resources and financials are struggling: Luigi Marinus – PPS Investments.

Mia Kruger from Kruger International compares Vodacom results to MTN. Which is her pick?
Jeffrey Wapnick from Octodec on results as the company hikes the dividend 20%. PPS Investments's Luigi Marinus on the markets so far in 2023.

We see consumers needing to use about 65% of their net income to service debt obligations: Benay Sager – head of Debt Busters.

Anchor's Reko Nare talks Raubex's solid results including good growth in renewables. Wikus Lategan from Calgro M3 talks financials as Heps increases over 50% after good cost controls and margin improvements. Benay Sager from DebtBusters on their Q1 survey which shows indebted South Africans have 38% less purchasing power than in 2016.

‘I love both of those’, says Keith McLachlan of Integral Asset Management. ‘I think the starting point here has to be you're buying rand-hedge stocks.’

FNB's Wayne McCurrie on Richemont's strong results, as luxury continues to boom. Keith McLachlan from Integral Asset Management on local small caps benefiting from a weaker rand. Damian Bunce of Exness on the evolution of trading and the best broker models.

EIUG CEO Fanele Mondi believes members could assist Eskom in terms of maintenance in the months ahead.

Independent analyst Karl Gevers chats results from Sappi and a strong update from RFG Holdings. Fanele Mondi from the Energy Intensive Users Group on their proposal to coordinate maintenance with Eskom ... although it won’t solve a tough winter of load shedding. Simon's thoughts on what is next for Transaction Capital.

MD Mafahle Mareletse for Turkey, Middle East and Africa says: ‘We want to venture into retail so that people who have never had access to our brands and products can trial them.’

Lonwabo Maqubela from Perpetua unpacks the update from Southern Sun which shows continued demand for leisure. David Hurwitz of Transaction Capital on results that saw the stock down another 20%. Avon's Mafahle Mareletse talks moving into traditional retail and make-up sales as consumers struggle.

The Momentum Future Trends Fund identifies six main investment themes which include climate change, technological innovation, demographic change, the shifting of economic power from the West to the East, lifestyle and space exploration: Fund manager Jako de Jager.

Independent analyst Jimmy Moyaha on the Sibanye-Stillwater Q1 update that shows SA PGMs still produce the majority of the profit. Jako de Jager from Momentum on thematic investing in megatrends. Chris Harmse from Sequoia Capital Managers talks US inflation data due on Wednesday afternoon, the expected is 5%..

‘On the consumer side South Africa has been quite difficult in the last few years’: CEO Zak Calisto.

Carmen Mpelwane from Sanlam Investments talks the DRD Gold and Barloworld updates. Andrew König of Redefine on results as diesel costs hurt local profits and office rentals continue to struggle. Karooooo's Zak Calisto unpacks their latest FY results.

Central banks are diversifying their reserve portfolio and adding gold for various reasons: Joe Cavatoni – World Gold Council.

Nick Kunze of Sanlam Private Wealth talks the knockout Apple results. Joe Cavatoni World Gold Council on their Q1 gold report that shows central banks are still large net buyers. FNB's Koketso Mano unpacks petrol price expectations for the remainder of 2023.

Gontse Tsatsi of Old Mutual Investment Group thinks both principles good instruments to apply in addressing certain social and economic challenges.

Alex Duys from Umthombo Wealth unpacks Pick n Pay's results and Aspen's new distribution deal. Gontse Tsatsi of Old Mutual Investment Group on how ESG and BEE are crucial to SA’s inclusive growth quest.
Simon offers his thoughts on the US banking crisis as PacWest becomes the latest to see its share price collapse.

Treasury has been a little too optimistic on achieving a kind of a top in the debt-to-GDP trajectory: Tilmann Kolb – UBS Global Wealth Management.

RMB's Matete Thulare talks the US Federal Reserve's rate decision. Jebb McIntosh of Combined Motor Holdings unpacks the company's good results but foresees a tougher climate for the year ahead. Tilmann Kolb from UBS Global Wealth Management unpacks whether SA is on borrowed time for fiscal tightening.

With the right advice consumers can find ways of saving money by using healthcare solutions better: Damian McHugh – Momentum Health Solutions.

Gary Booysen from Rand Swiss talks the US earnings season: which set of results has stood out for him? Momentum's Damian McHugh on resisting the temptation to cut your medical aid to manage your struggling budget. Pieter Groenewald from Nfinity Influencer on trends and earnings in the local influencer market

We are talking to clients about how to keep going, prepare, and stay resilient and agile: Christie Viljoen – PwC South Africa.

Mia Kruger from Kruger International on whether MTN offers value following its Ghana and Nigeria quarterly reports. PwC's Christie Viljoen unpacks their updated South African Economic Outlook. Stian de Witt from NMG offers tips on what to look out for when investing in shares.

‘Keeping costs trending down at a per-customer level is something we are proud about, because it gives us significant advantage over businesses that compete with us’: CEO Charles Savage.

Purple Group CEO Charles Savage on why the company has hit losses.
Agri CEO Norman Celliers speaks about the company's 100 years in business and the state of the agriculture sector.

There are some really chunky valuations out there, and often that's when the real opportunity comes: Nick Dennis – Anchor Global Equity Fund.

Bianca Botes of Citadel Global on whether we will see another rate hike by the US Federal Reserve next week. Nick Dennis of Anchor Global Equity Fund gives insight into opportunities in global markets. Dr Roelof Botha unpacks the slide in the latest Altron FinTech Household Resilience Index.

‘Even though you have rand volatility, it does allow investors and portfolio managers to price assets a bit more efficiently’: Sean Neethling – Morningstar Investment management SA.

Reko Nare of Anchor Capital on South32's trading update and the commodities sector performance. Sean Neethling of Morningstar Investment Management SA on valuing the rand and exiting USD on rand strength. Yoco's Matt Brownell offers insights on how their clients are managing in the current tough economic environment.

‘From a diversification perspective, it makes sense to be investing in other businesses’: Palesa Dube – Wealth Creed.

FNB’s Sithembile Bopela on whether Coronation holds any value following its trading update. Palesa Dube from Wealth Creed offers ideas for business owners approaching retirement. Jaco Meyer of Cliffe Dekker Hofmeyr unpacks important considerations when buying a business.

‘The online space is the great equaliser.’ You can reach thousands of people with a click of a button: Hetty The Entrepreneur.

Independent analyst Jimmy Moyaha talks Clicks results and the sudden resignation of Nampak's CEO. Hetty The Entrepreneur on monetising your side hustle using online tools. Simon offers his thoughts on local March inflation that came in higher than expected, bad news ... but also some good.

Independent analyst Jimmy Moyaha talks Clicks results and the sudden resignation of Nampak's CEO. Hetty The Entrepreneur on monetising your side hustle using online tools. Simon offers his thoughts on local March inflation that came in higher than expected, bad news ... but also some good.

Numbers point to a strong rebound in domestic tourism post the Covid and lockdown periods: Thokozani Dlamini – CEO of FNB Merchant Services.

Faheema Adia from Momentum Securities on Zeder results and local CPI moving higher. Schroders's George Brown talks the US economy; the risks and implications of a default and the likelihood of a recession. FNB's Thokozani Dlamini unpacks the strong rebound in domestic tourism over the Easter Weekend.

Understand why you are investing in these products, their roles, and what you're giving up when choosing them: Francis Marais – Morningstar Investment Management SA.

Carmen Mpelwane from Sanlam Investments on the Capitec results that disappointed the market. Morningstar's Francis Marais on the role and concerns of guaranteed products in a portfolio. Izak Smit from PPS unpacks results and trends within the insurance sector.

Today I think the central banks are seeing clear benefits. They have vested interests that they want to make sure they control: Seamus Rocca – CEO, Xapo Private Bank.

RMB's Matete Thulare talks about local CPI data which is expected on Wednesday, is there any real link between currency and inflation? Seamus Rocca from Xapo Private Bank on the role of blockchain in transparency and what’s happened with central bank digital currencies. Luxity's Michael Zahariev on luxury goods holding value during tough economic times.

Seifsa will meet with President Ramaphosa to address some of the challenges faced by the country and the sector: CEO Lucio Trentini.

Sanlam's Nick Kunze talks markets as banks kick off US earnings season with massive numbers, and Richemont switches from depository receipt to inward listed. Verwey Wiese from PwC South Africa on ensuring the sustainability of local retirement funds. Lucio Trentini of Seisfa unpacks pledges from the investment conference in the sector, although load shedding remains a threat.

For agriculture the best is over. The next couple of years might be a slightly leaner period, with earnings at best being flat and in certain cases down: Anthony Clark – Small Talk Daily.

Wayne McCurrie from FNB unpacks the Aveng update and PSG Konsult results. Small-cap analyst Anthony Clark talks agri investment as the country is expected to swing into a dryer period of El Niño. Simon offers his thoughts on actively-managed certificates (AMCs) trading on the JSE.

‘Try to always remember that individual investments are made up of a whole’: Dr Gizelle Willows, founder of Nudging Financial Behaviour.

Independent analyst, Karl Gevers, talks US inflation for March which came in at 5.0%, sending markets higher. Elize Kruger, an independent economist, unpacks the BankservAfrica Economic Transactions Index which shows continued deterioration in the local economy. Gizelle Willows of Nudging Financial Behaviour, on the problems with mental accounting as we segregate money.

‘We may actually be close to the end of the interest-rate hiking cycle, if not there already’: Sanisha Packirisamy – Momentum Investments.

FNB's Chantal Marx on whether there is any value in the clothing retail space since prices have come under pressure. Momentum's Sanisha Packirisamy on local and global rates. When will they stop rising? Nicole van den Munckhof from Independent Securities offers tips to maximise your wealth over time.

Integral Asset Management’s Keith McLachlan considers the pros and cos of holdcos Sabvest, Prosus/Naspers and Reunert in terms of their NAVs.

Independent analyst Jimmy Moyaha unpacks EOH results.Jithen Pillay from Allan Gray on the investment case for AB InBev, despite three common concerns. Keith McLachlan of Integral Asset Management talks the top JSE-listed holding companies with strong track records and returns.

‘If you use it correctly and if your prompts are used correctly, you can unlock huge productivity improvements in your organisation’: Dr Pieter Geldenhuys from ITSI.

Lonwabo Maqubela from Perpetua Investment Managers talks Sasol's R250 billion valuation gap and how it can be closed. Pieter Geldenhuys of the Institute for Technology Strategy and Innovation on their new AI masterclass. Dr Rutendo Hwindingwi unpacks his book on doing business in Africa, there are challenges but opportunity abounds.

The struggle is not to get the coal out of the ground; Thungela simply can't get it through Richards Bay Coal Terminal: Bruce Williamson – Integral Asset Management.

Independent market analyst Karl Gevers on the Pick n Pay update and Murray & Roberts's plans to pay down its debt. Bruce Williamson from Integral Asset Management tracks coal prices and looks at whether Thungela is still worth holding. Viv Govender of Rand Swiss on why he thinks the Sarb was right to raise interest rates.

Now is the time for new rules that make it easy for ordinary South Africans, especially those in disadvantaged communities, to earn an extra income from hosting: Velma Corcoran from Airbnb.

Carmen Mpelwane from Sanlam Investments unpacks AVI's results: how did it manage to protect margins given the tough economic environment? Miyelani Maluleke of Absa CIB discusses the March PMI numbers which slipped further but showed some positive signs. Airbnb's Velma Corcoran on the company's proposed regulation of short-term rentals and a look at host numbers and earnings in SA.

Alan Rubin of ooba Home Loans outlines the pros and cons of borrowing to buy a property for short-term rental, particularly to tourists.

RMB's Matete Thulare talks first quarter returns on the global stock exchanges. Ronny Katz from Workforce Holdings unpacks the business's results and what its outsourcing model helps us understand about the local economy. RMB's Matete Thulare talks first quarter returns on the global stock exchanges. Ronny Katz from Workforce Holdings unpacks the business's results and what its outsourcing model helps us understand about the local economy. Alan Rubin from ooba talks the drivers behind the renewed buy-to-let boom.

Despite load shedding, Spar now ‘looks quite appealing to us on a valuation basis’, says Evan Walker from 36ONE.

Kea Nonyana of EA Capital Markets on Metair's results and Nampak's update. Evan Walker of 36One Asset Management discusses the state of the local consumer. Have they finally buckled under the weight of high inflation and interest rates and never-ending load shedding? Simon offers his thoughts on the pitfalls of offshore investing and the reality of death and taxes.

The award is for how a whole range of larger funds has done within an organisation, as MD Gareth Stobie explains.

Bianca Botes from Citadel Global on MPC expectations ... Another 0.25% increase or holding unchanged? CoreShares's Gareth Stobie talks investing as a passive fund wins the Morningstar Fund House Award for the third year in a row. Has the active versus passive debate been won ?Dino Zuccollo from Westbrooke Alternative Asset Management as private equity debt options have boomed over the last decade. What’s driving the inflows?

Confidence is ‘massively important, not only in banking but in the whole financial industry’: Lehan Kruger – Glacier Invest.

Mia Kruger of Kruger International talks about the update from specialist Reit Stor-Age and offers her thoughts on Alibaba's plans to split into six units, is China back as a tech investment destination? Danie Pretorius from Master Drilling unpacks results as it shifts towards becoming a specialised mining contractor. Glacier Invest's Lehan Kruger on the unfolding banking crisis in the US, is it mostly resolved?

PE ratio, revenue growth and net debt to Ebitda are the important valuations when investing: Kyle Wales – Flagship Asset management.

FNB's Wayne McCurrie unpacks results from Thungela and takes a look at Woolies's conclusion of the David Jones sale. Roy Douglas from AdvTech on the company's strong year-end results and improving margins. Kyle Wales from Flagship Asset Management talks the three equity investing metrics to keep an eye on.

What taxpayers can do to save a little more and earn more in retirement: Stian de Witt from NMG Benefits.

Deryck Janse van Rensburg of Anchor Capital on Montauk Renewables as it expands in the US, and whether Life Healthcare or Netcare offer value as Mediclinic's delisting is approved. Stian de Witt from NMG Benefits on using tax incentives to save and earn more. Debtsource's Frank Knight on changes to laws around theh FATF greylisting.

Load shedding and fuel-price increases are major drivers, but ‘your inflation is not the same as my inflation’, notes John Manyike, head of financial education at Old Mutual.

Nick Kunze of Sanlam Private Wealth on Remgro results, MPC next week and if he is buying Transaction Capital. John Manyike, head Financial Education at Old Mutual, on inflation and food prices continuing to rise so sharply. Simon's thoughts on Steinhoff. What now?

The private and public sectors’ combined capital formation as a percentage of GDP in SA is more or less half the global average, which is frightening: Research economist Dr Roelof Botha.

Carmen Mpelwane, investment analyst at Sanlam Investments, on local inflation creeping higher to 7% and the FOMC's rate decision last night. How much does she consider these data points in analysing investments?
Sithembile Bopela, investment research analyst at FNB Wealth & Investments, on strong numbers in OUTsurance's results, even as new business only grows 8.6%.Dr Roelof Botha on the Afrimat Construction Index. Are we seeing spending pick up or is it constrained by load shedding and weak GDP growth?

‘There's always a silver lining to load shedding, and I think one is the QSR market’: MD Tim Holden.

Chantal Marx, investment research head at FNB Wealth & Investments, on Transaction Capital and whether the US Federal Open Market Committee will announce a 0.25% increase tonight. Tim Holden, MD at Caxton and CTP Publishers and Printers, on results that saw Heps up over a third as it manages to put through price increases. Nosibusiso Ngqondoyi, head of hedge funds at Old Mutual Multi-Managers, on the diversification benefits of hedge funds.

Sasfin’s David Shapiro remembers the chaos that was ‘very antiquated, very quaint, lots of fun, but very inefficient’.

David Shapiro from Sasfin chats about the old open outcry trading floor, how did the chaos work?
Debra Slabber of Morningstar Investment Management SA explains how the local market can be cheap if it is just off all-time highs.

‘We must remember that the banking system is very interrelated, so everybody holds everybody's paper’: Anthea Gardner – Cartesian Capital.

Independent analyst Jimmy Moyaha talks results from Exxaro as it reduces the dividend. Anthea Gardner from Cartesian Capital unpacks the numbers around Credit Suisse and the risk of collapse. Simon offers his thoughts on whether your money is safe in SA banks.

The SVB and Signature Bank crashes are all about the changes in monetary policy we've seen in the past 15 months: Anton Eser – CIO at 10X Investments.

Lonwabo Maqubela of Perpetua Investment Managers on Stadio results as they boost their dividend by almost 90%. Patrick Mathidi from Aluwani Capital on Transaction Capital, any hope for the share? Anton Eser from 10X Investments, on the SVB crisis, how bad is it? Is it spreading?

‘Within the unlisted environment you've more freedom’ – Kondi Nkosi, country head for Shroders in South Africa.

Bianca Botes from Citadel Global on markets as US inflation hits 6%. Kondi Nkosi from Schroders in South Africa talks the ins and outs of private equity. Aions Creative Technology's Mitchan Adams discusses how SMMEs are coping with load shedding and struggling consumers.

All four banks reported impressive numbers, but we need to pay close attention to credit losses now: Craig Metherell – Denker Capital.

Independent analyst Karl Gevers talks results from MTN and Sun International. Craig Metherell from Denker Capital on Absa's results and a wrap of the big four's financials, which was the standout? Andile Ntingi of GetBiz makes the case for why government should exit its 40.5% stake in Telkom.

The temptation to invest offshore to generate superior returns is a commonly held bias when investing: Satrix CIO Kinglsey Williams.

FNB's Wayne McCurrie unpacks the Silicon Valley Bank collapse and the strong US jobs data. Kingsley Williams from Satrix on how bias affects our investment decision-making. Citadel's Maarten Ackerman on some bright points from an otherwise disappointing Q4 GDP print.

Property management is an active game: Fortress CEO Steven Brown.

Gary Booysen from Rand Swiss talks Standard Bank's strong results and the Thungela update that shows a weaker second half. Steven Brown of Fortress on results as logistics occupancies hit an all-time high as load shedding hurts both the company and their tenants. Simon offers his thoughts on the rand as it looks weak, but the key point is never to panic.

‘We know what we need to do; we just need to do it’: Izak Odendaal – Old Mutual Wealth.

Faheema Adia from Momentum Securities, on Quilter's solid results that saw its stock in the green in a very red market. Old Mutual Multi-Managers's Izak Odendaal speculates on whether the Fed will halt interest rate increases soon and if SA stocks are still cheap. PPS Investments's Fran Troskie talks generating alpha and using passive and active strategies jointly in a diverse portfolio.

There is still quite a lot [that] could be done, not only to reduce the amount of packaging, but to increase its utility and protective ability at lower weights – CEO Bruce Strong.

Reko Nare, portfolio manager at Anchor Capital, on strong results from Shoprite and Nedbank. Bruce Strong, CEO of Mpact, on results boosted by changes in consumer behaviour. Felix Ratheb, Sea Harvest's CEO, on results that suffered from reduced volumes and increased costs.

‘Debt is part of life, but managed properly it can help you accelerate your wealth creation’ – Pravesh Sunker, CEO of FNB Private Wealth and RMB Private Bank.

Matete Thulare of RMB, on how the market (and the rand) will likely be watching SA's GDP figure for Q4 2022, due today and expected to be negative. Pravesh Sunker CEO of FNB Private Wealth and RMB Private Bank on how to use credit to build wealth. Arthur Goldstuck of World Wide Worx on the continued rise of local online retail and how this can take the fight to Amazon when it arrives.

South Africa remains a place where foreign direct investment can't find a home: Kea Nonyana at EA Capital Markets.

Nick Kunze from Sanlam Private Wealth looks at the latest updates from Brait and Sun International. Kearabilwe Nonyana of EA Capital on the local market and rand as they ignore SA's greylisting. Nkosinathi Mahlangu from Momentum Metropolitan unpacks where SA is creating jobs and the role of the private sector.

Big misconceptions include the need to find employment abroad, taking out a large amount of capital, and purchasing a property: Dani van Vuuren at Sovereign Trust (SA).

Independent analyst Jimmy Moyaha unpacks results from FirstRand and Grindrod. Dani van Vuuren from Sovereign Trust (SA) on acquiring foreign residency if you have a passive income. Simon's thoughts on RSA Retail Savings Bonds which are back at 10.5%.

Despite tough conditions, CEO Henry Laas notes that the mining company did very well in the first half, compared to the prior year.

FNB's Chantal Marx talks results from Woolies and Aspen with the market loving the latter. Werner de Jager from Cashbuild on results after a tough six months as load shedding hurts their customers and suppliers. Henry Laas of Murray & Roberts discusses results as they report a significant loss and liquidity remains a concern.

If you think about the cattle and the sheep industry, roughly a third lies with smallholder farmers: Agbiz chief economist Wandile Sihlobo.

Wandile Sihlobo from Agbiz on SA's livestock industry. Andrew Dowse from Counterpoint Asset Management discusses their SCI Flexible Income Fund

While the kilowatt/hour charge is slightly higher, you know your additional charges are not going into just a black hole, but actually into infrastructure: Spear Reit CEO Quintin Rossi.

Carmen Mpelwane from Sanlam Investments on the Liberty Two Degrees results as load shedding dents profits. Spear Reit's Quintin Rossi on his experience of going off-grid for their buildings. Francis Marais of Morningstar Investment Management SA unpacks the impact of SA’s greylisting.

In terms of market cap, compared to Microsoft, Apple or Tesla, Bitcoin is still very much in its infancy: Sean Sanders at Revix.

Karl Gevers, independent analyst, on results from City Lodge as it pays a dividend and occupancies hit 57%. Sean Sanders from Revix talks Bitcoin trends and targets as Cathie Wood from Ark Innovation ETF in the US predicts that the coin will trade at $1.48m by 2030. Keith McLachlan of Integral Asset Management unpacks Spur's results as the restaurant group looks better than before the pandemic

As new ideas come out there are new opportunities to facilitate money laundering or terrorist financing: Kerin Wood – PwC.

Gary Booysen from Rand Swiss unpacks Discovery's results and takes a look at other company financials that caught his eye this week. PwC's Kerin Wood asks if SA has done enough to avoid being grey listed as the Financial Action Task Force meets to make the decision. Simon's thoughts on how savers and investors were left behind in the budget.

The food inflation rate is decreasing and people are eating out more, especially in load-shed SA: CEO Bernard Berson.

Lonwabo Maqubela from Perpetua Investment Managers unpacks the strong Standard Bank trading update, albeit with base effect. Are banks offering value? Bidcorp's Bernard Berson on strong results that saw margins improve and Heps increase 45.5%. Maarten Ackerman from Citadel reviews the budget.

Lonwabo Maqubela from Perpetua Investment Managers unpacks the strong Standard Bank trading update, albeit with base effect. Are banks offering value? Bidcorp's Bernard Berson on strong results that saw margins improve and Heps increase 45.5%. Maarten Ackerman from Citadel reviews the budget.

‘We are building a significant kind of resilience into our system to be able to continue operating through various levels of load shedding and other infrastructure impacts’: CEO Gary Chaplin.

Faheema Adia from Momentum Securities unpacks Motus and BHP Group results. Gary Chaplin of Kap Industrial Group on tough results as load shedding hurts their clients and, ultimately, their profits. Petri Redelinghuys of Herenya Capital Advisors on trading volatility with the VIX.

CEO Jeff Miller points out that the fund has no lock-in period or investment maximum, and is available to individuals, trust companies, and even pension and provident funds.

Sithembile Bopela from FNB Wealth and Investments on Mpact's trading update as the packaging sector remains strong. Dr Adrian Saville of Genera Capital on what to expect from the budget on Wednesday. Twelve B Green Energy Fund's Jeff Miller talks their new tax-efficient fund which invests in solar operations

The biggest headwind is the energy crisis, which has immediate and long-term implications [for] investibility: Tafadzwa Chibanguza – SEIFSA.

Nick Kunze from Sanlam Private Wealth unpacks Aspen's results and Aveng's trading update. Michele Santangelo from Independent Securities on how to load shed-proof your portfolio. Seifsa's Tafadzwa Chibanguza takes a look at the state of the metals and engineering sector.

Unfortunately we may see more interest-rate increases overseas and domestically: Wayne McCurrie – FNB Wealth and Investment.

FNB's Wayne McCurrie talks the Zeda and ARM updates and takes a look at SA's latest inflation data. Gerhard Swart of Performanta on how chatty GPT increases cybersecurity risks. Simon discusses what he hopes to see in the budget next week.

‘It's an investor's job to think more deeply and try to evaluate companies regardless of the newspaper headlines’: Jacques Plaut – Allan Gray.

Independent analyst Jimmy Moyaha on Life Healthcare as it ponders an offer for its UK/EU imaging business. Jacques Plaut from Allan Gray on contrarian investment questions to ask in 2023. Fran Troskie of PPS Investments on making ESG investing accessible and practical, as the need for it grows.

‘I think overall this is going to be a very difficult growth year for South Africa’: Miyelani Maluleke, VP of FIC Research at Absa

Anchor's Reko Nare on Telkom's trading update and the latest US inflation data. Ridwaan Moolla from Think Markets discusses trading commodities instead of mining stocks. Miyelani Maluleke from Absa on load shedding's impact on GDP and the lender's view on inflation, rates and SA's current account.

‘Based on the stronger balance sheets on the corporate side, we are seeing a lot of demand for longer-term instruments coming through’: Craig Ivy – Futuregrowth.

Sanlam's Carmen Mpelwane talks Italtile's interims and Attacq's sale of 30% of a subsidiary to the GEPF. Craig Ivy from Futuregrowth on the latest listed credit outlook. Mary Bomela of the Mineworkers Investment Company explains how South African businesses are the saving grace in these murky times.

‘EVs are going to require by 2030 42 million tonnes of copper, and supply will be only 10 million tonnes’: CEO Jan Nelson.

RMB's Matete Thulare on the rand as it seems to be in free fall. Jan Nelson of Copper360 gives details on the company and its proposed listing later in February. Investec's Denys Hobson talks supply chains: have they normalised and will we see inventory levels decreasing?

President Ramaphosa hopes that an electricity minister could be a Hendrik van der Bijl who was recruited by General Jan Smuts to try and resolve the manufacturing challenge of South Africa.

FNB's Chantal Marx unpacks ArcelorMittal SA's results and Spur's trading update. Dr Lumkile Mondi from Wits University reviews Sona: Anything positive for the economy? Simon offers his thoughts on commodities ... what happened to the ‘super cycle’?

Core Shares is planning, through a ballot process, a re-mandate to a bond index of that nature: Chris Rule, head of product and client solutions.

Karl Gevers, independent analyst, on the Pick n Pay update and Coronation's loss against Sars. Chris Rule from CoreShares talks proposed changes to its preference share ETF - PREFTX. Momentum's Bertie Nel advises potential solar purchasers to stop and check the numbers first.

‘We need to see businesses pushing for the right reforms ... so they can keep their businesses running’: Isaah Mhlanga – Rand Merchant Bank.

Independent analyst Jimmy Moyaha talks the Sasol update and reports that PPC may be exiting Zimbabwe. RMB's Isaah Mhlanga on previous Sona promises and the president's scorecard. Shirley Webber from Absa CIB, on the potential for, and challenges around, decarbonisation metals in Africa.

Missing the good days in an environment of bad days can be detrimental to your long-term financial plan: Wade Witbooi at Glacier Invest.

Faheema Adia from Momentum Securities on opportunities (or lack thereof) in the listed Reit sector. Wade Witbooi from Glacier Invest talks the importance of staying invested. DebtBusters's Benay Sager on their latest debt survey which shows customers under pressure, but being responsible.

‘OUTsurance remains a position in our fund right now. We are excited about their outlook and excited about their execution’: Executive chair David Fraser.

Sanlam's Nick Kunze talks the US jobs data that saw commodities lower and a new/old CEO at Sygnia. David Fraser of Peregrine Capital on why they sold their Thungela shares. Christie Viljoen from PwC discusses the economic outlook for 2023.

Schalk Louw of PSG Old Oak explains the five pillars of the local index, which one can follow on Twitter.

Anchor's Deryck Janse van Rensburg on the Kumba Iron Ore and Anglo American updates. Schalk Louw from PSG Old Oak discusses the Fear and Greed Index as it currently shows extreme greed. Simon offers his thoughts on why February is all about tax-free investing.

Last year his focus was on energy. This year it’s Xi Jinping and China.

Lonwabo Maqubela from Perpetua Investment Managers unpacks Bidcorp's strong update. Momentum Securities's Serfaas Badenhorst talks the investment case for Coronation. Independent analyst Kea Nonyana explains his sector picks for 2023 after his bullish call on energy for last year.

Natalie Kiewitt of PPPs Investments encourages taxpayers to take advantage of some ‘fairly good’ tax benefits before the end of the tax year on February 28.

RMB's Matete Thulare on Vodacom's latest update as the Egyptian acquisition and currency gains flattered the numbers. Old Mutual's Izak Odendaal talks inflation: has it really been defeated and is US dollar strength over? Natalie Kiewitt from PPS Investments unpacks the most tax-efficient ways to save for retirement.

The company focuses on technology, bringing identified partners deep skills in technology to support them: Chairman and founding partner Andile Ngcaba.

Sanlam's Carmen Mpelwane on the Pepkor and Capco trading updates. Laura Cooper from BlackRock talks the risks of recession on equity markets and the appeal of EMs over DMs. Andile Ngcaba from Convergence Partners on the closing of its $296m digital infrastructure fund.

‘You want to invest in things that respond differently to the same factors within a portfolio’: Roné Swanepoel.

FNB's Wayne McCurrie unpacks the weak Lewis trading update. Nashil Chotoki from Redefine Properties on footfall at retail malls as sales are already above pre-pandemic levels. Morningstar's Roné Swanepoel on how investors can diversify but still keep the balance in their portfolios.

A lot has happened in China in recent years, making it a far riskier proposition than before: Kyle Wales at Flagship Asset Management.

Kruger International's Mia Kruger on the AVI update as it mostly holds margins. Kyle Wales of Flagship Asset Management on why China is not such an attractive investment destination. Simon offers his thoughts on the MPC's statement that downgraded SA's GDP because of load shedding. Eskom, please just buy the diesel!

Prof Bonang Mohale delineates many of South Africa's myriad challenges with conflicting priorities. The risks from load shedding receive special attention.

Rand Swiss's Gary Booysen takes a look at Tesla's results after the US close and talks his preferred electric vehicle play. Busa's Bonang Mohale on WEF, does it still have relevance and is South Africa still important as load shedding cripples the country?

We might go through another super cycle of commodity prices being elevated and steel prices remaining low – independent analyst Jimmy Moyaha.

Independent analyst Jimmy Moyaha talks the horror ArcelorMittal update that saw a loss in H2 of FY22. Luno's Christo de Wit on all things crypto as the asset class has a great start to 2023. Kerry King from Citadel on the state of local consumers as we brace for a tough year.

The Franc app is a sort of gamified savings account for children, teaching them that money has the potential to grow: Co-founder and CEO Dr Thomas Brennan.

Karl Gevers, independent analyst, on Renergen as it begins producing liquid helium from their Virginia Gas Project. Petri Redelinghuys of Herenya Capital chats whether he's turned bullish on US indices after being bearish during the 2022 selloff. Franc's Dr Thomas Brennan on getting kids interested and active in saving and investing.

‘A very good third quarter in terms of subscriber growth and the amount of [new] business customers’: CEO Zak Calisto.

Sanlam's Nick Kunze unpacks the disappointing Mr Price trading update. Karooooo's Zak Calisto on results as the company hits record subscribers. Robin van Puyenbroeck from the World Trade Centers Association talks opportunities for African trade and investment.

‘Our assessment is that inflation is very much still topical and a risk for the developed world in 2023': Rhandzo Mukansi – portfolio manager at Futuregrowth.

FNB's Sithembile Bopela talks Woolies as its update takes the stock to a 52-week high. How does it compare to Shoprite? Rhandzo Mukansi from Futuregrowth on monetary policy hawks. Will 2023 be the year their influence fades? Simon offers his thoughts on the EOH rights issue. Is there potential for the share price to recover?

The problem for the MPC is not the inflation basket. The problem is the rand: Dr Chris Harmse – CH Economics.

Sanlam's Carmen Mpelwane talks Richemont's trading update as the share trades at all-time highs. Also, is there any value in holding Steinhoff? Dr Chris Harmse from CH Economics on SA's inflation and interest rate outlook after December CPI came in at 7.2%. Stian de Witt of NMG Benefits on why looking at the past is important for investors.

Chantal Marx reflects on two stocks on FNB Wealth and Investments’ radar: SA’s Balwin Properties and Swiss-based travel retailer Dufry.

Mia Kruger from Kruger International on where she is finding value this year. FNB's Chantal Marx on two of their preferred stocks, one local and one offshore. Dr Roloef Both on the Altron FinTech Household Resilience Index: how was the end of 2023?

As ‘venture builders’ we come in, start from ground zero, take somebody past the two-year mark and on to the venture capitalist: Aions Creative Technology CEO Mitchan Adams.

Matete Thulare from RMB on gold and the miners with the metal above $1 900. PwC's Lullu Krugel talks WEF at Davos and what SA hopes to get out of the event. Mitchan Adams of Aions Creative Technology on venture builders. What are they and how do they work?

The full quota of international travellers is expected back in SA by 2024: Zizile Lephalala – sector head for healthcare, construction and hospitality at Absa CIB.

Alex Duys of Umthombo Wealth on possible investment opportunities from load shedding. Momentum Investments' Sanisha Packirisamy on local equity and listed property opportunities. Zizile Lephalala of Absa CIB on trends in the local hospitality industry.

‘The Achilles’ heel for South African equities over the last eight years has been foreigners on our market. They've been net sellers’: Independent Securities CEO Simon Fillmore.

Faheema Adia from Momentum Securities on what to expect from the upcoming food retailer updates. Shoprite has been flying, is it her preferred food retailer and is there still value? Simon Fillmore of Independent Securities talks US inflation, rates, GDP and what matters most for investors in 2023. Simon offers his thoughts on China’s move away from zero-Covid and the associated investment implications.

The key question regarding a Japanese policy shift is whether such action could cause significant market dislocation: Casey Delport – Anchor Capital.

Lonwabo Maqubela from Perpetua Investment Managers on whether there's value in Telkom after it terminates talks with Rain. Anchor's Casey Delport talks changes in Japan's monetary policy and the European energy crisis. Justin Easthorpe from ooba on the impact of interest rate hikes on homebuyers.

Farmers have planted with the higher input costs of the past few months, so there's going to be a squeeze on margins: Wandile Sihlobo – Agbiz.

FNB Wealth's Sithembile Bopela on where to find value in 2023. Agbiz's Wandile Sihlobo talks the outlook for the agricultural sector this year as we see continued positive rainfall. Grant Smee from Only Realty National chats seven residential property trends for 2023.

Every [government] department needs to look at tourism as a catalyst for job creation, making it easier for tourism to create jobs: Fedhasa chair Rosemary Anderson.

Wayne McCurrie, FNB Wealth portfolio manager, on the JSE Top40 hitting an all-time high and the outlook for commodities in 2023. Rosemary Anderson, national chairperson Fedhasa, on the festive season's tourism performance. Nomi Bodlani of Allan Gray on managing the fear of losing money.

People are currently having to resign, cash out, and pay tax to access their retirement money early: Richard Carter – head of Assurance, Allan Gray.

With the Top40 trading just off all-time highs, driven in large part by Richemont and Naspers/Prosus, Jimmy Moyaha looks at holding these stocks in 2023. Richard Carter of Allan Gray on the two-pot retirement system. Will it arrive this year and in what guise ?Miyelani Maluleke of Absa on December PMI data, as load shedding hammers manufacturing.

Deryck Janse van Rensburg of Anchor Capital on the smaller JSE stocks that often get overlooked but can deliver great returns.
Carmen Mpelwane of Sanlam Investments on a tough year, but one in which value and good returns were possible.

FNB's Chantal Marx on how she filters shares to find a list of quality stocks worth investigating.
Mia Kruger of Kruger International on retail stocks in 2022. Is Shoprite still the main food retailer? What about clothing retail?

Nerina Visser from etfSA discusses exchange-traded funds (ETFs) this year: with markets under pressure, ETFs offered some respite, even in the fast-falling tech space.
Sarah Rice from Skynamo on HR trends, as companies try to get staff back into the office and quiet quitting becomes the new trend.

Craig Antonie from AnBro Capital on the FAANG stocks’ horror year and whether there’s value to be had here.
Independent analyst Jimmy Moyaha talks local telcos in 2022: Telkom had a shocking year and MTN weakened, while only Vodacom held on.

RMB’s Matete Thulare talks currencies in 2022 as the Russian ruble gained while the dollar strength we saw for most of the year has started to wane.
Viv Govender of Rand Swiss on the rise of AI in 2022 and the geopolitical impact on markets after a year that included war in Europe.

Research has shown that managing your draw-down rate every year is one of your biggest retirement tools to ensure longevity of your money: Pieter Hugo – M&G Investments.

Petri Redelinghuys of Herenya on his main investment theme for next year. Pieter Hugo of M&G Investments on how 87% of investment returns are made in retirement. Jonti Strimling of GroWise Capital on how small business funding has changed in the past year.

While, despite all the chaos, Santova has been steadily expanding internationally, Renergen could easily double ‘assuming everything works’: Keith McLachlan of Integral Asset Management.

Gary Booysen on Zeda: newly listed is it an attractive investment?Keith McLachlan looks at whether Santova has more to offer in 2023 after a stellar year, and Renergen, as it starts producing LNG.Kokkie Kooyman on banks in 2023, after they were the top sector in 2022.

The uptick occurred against the backdrop of rising interest rates – interest rates that should not have risen, says ‘one of the most optimistic economists in the country’, Dr Roelof Botha.

FNB's Wayne McCurrie on the 2022 bear market: is it over? Adrian Saville from Genera Capital on rates and inflation into 2023, has inflation peaked? When will rates do so? Economist Dr Roelof Botha on the Afrimat Construction Index as it continues to improve off of pandemic lows, but is government spending on infrastructure?

The ‘other’ coal miner, while benefiting from high coal prices at this stage, is also poised for the future positioning of renewables: Serfaas Badenhorst – Momentum Securities.

Sanlam's Nick Kunze on investing into China as it moves beyond zero-Covid and a look at the upcoming FOMC meeting. Serfaas Badenhorst from Momentum Securities on the investment case for Exxaro. Kunaal Mehta of Clearwater Capital on the acceleration of digital transformation: the key trend for 2023.

‘September this year was a new record for us and we're seeing our volumes hold nicely above the R3 billion level’: CEO Kevin Brady.

Independent analyst Jimmy Moyaha unpacks the updates from Thungela and British American Tobacco. Kevin Brady from A2X on the growth on the alternative exchange and getting companies to list. Simon offers his thoughts on how markets struggled in 2022.

Roland Grabe of Old Mutual Wealth describes how DFMs assist financial advisors to better navigate the landscape of unit trust funds.

Faheema Adia from Momentum Securities on the Absa and Sanlam updates: Is there value in financials? AutoTrader's George Mienie on the need to drop import duties on EVs. Old Mutual Wealth's Roland Gräbe talks the role of discretionary fund managers as it is changing.

‘Inflation and beating inflation isn't that useful as a benchmark, especially over shorter periods’: Jonathan Brummer – RisCura.

Anchor's Deryck Janse van Rensburg on the strong local GDP figures and Sygnia's results. Jonathan Brummer of RisCura talks using the correct benchmark for your investments. PPS Investments's Andriette Theron unpacks the lessons from 2022.

The chrome price is up some 35% year on year, boosting our record revenue and profit: CEO Phoevos Pouroulis.

Alex Duys from Umthombo Wealth on results from Alexforbes and Oceana. Tharisa's Phoevos Pouroulis on strong results, their Zimbabwean expansion and chrome demand. Erik Smuts from Nampak on results as beverage cans do well but the balance sheet struggles.

Stay away from altcoins, hold your Bitcoin in your own self-custody, and then no one can scam you, advises Ricki Allardice of upnup.

Independent analyst Karl Gevers unpacks Tiger Brands's results as it ups the dividend. Michele Santangelo of Independent Securities on the year in review as ESG went backwards with oil and gas companies leading the way. Ricki Allardice from Upnup on how to spot the crypto scams ... which may be as high as 98%.

Research shows that people have their best ideas out walking, on the beach or climbing a mountain: Jonathan Cherry of Cherryflava.

A look at the Sasol trading update: good numbers but weak outlook. Jon Cherry from Cherryflava on the future of the office as the sector continues to struggle. Simon offers his thoughts on China's zero-Covid policy and its impact on the global economy.

PwC Africa chief economist Lullu Krugel points out that we are worryingly nowhere near our 1.5% COP target for a maximum increase in temperatures.

Lonwabo Maqubela from Perpetua talks markets, as the JSE turns green for the year, and where he sees value on the bourse in 2023. PwC's Lullu Krugel on opportunities and actions to improve power supply and energy sustainability in SA. Emad Haffar from Kaspersky on the rise of the robot in manufacturing.

When looking at a company like this as an investor, one concern would be the energy crisis. Vukile caters for 9% of its energy consumption: Gary Booysen – Rand Swiss.

Gary Booysen from Rand Swiss unpacks Vukile's results as vacancies are reduced to 2.3%. Alan Dickson from Reunert talks results as both its Power Cable and Circuit Breaker businesses do well. Capital Appreciation's Alan Salomon on good results although the GovChat loans are impaired.

Interest rates rising steeply around the globe have an associated set of impacts that are quite difficult for investors to handle: Dino Zuccollo, Westbrooke Alternative Asset Management.

Independent analyst Jimmy Moyaha unpacks Zeda's upcoming listing and the City Lodge update that shows occupancies at 60% in November. Steven Joffe of Invicta on results as it skips the dividend to focus on share buybacks instead. Dino Zuccollo from Westbrooke talks private debt investing in a high-rate environment.

An asset class like Reits might [now] prove its mettle to a greater degree than it has done in the past – Kyle Wales, portfolio manager at Flagship Asset Management.

Sanlam's Nick Kunze talks China's zero-Covid risks and oil as Brent continues lower. Kyle Wales from Flagship Asset Management on where investors can hide from high inflation. Just SA's Deane Moore on living annuitants and how not to become a burden on your children.

Tamela Capital Partners provides approved additional funding to that which applicants can otherwise raise from a traditional bank, using their own equity: Vusi Mahlangu.

RMB's Matete Thulare on the current rand strength and the MPC's latest rate decision. Vusi Mahlangu from Tamela Capital Partners on the economics of student accommodation. Simon offers his thoughts on using the PEG ratio to value growth stocks.

‘Be very vigilant around fraud. We are seeing such a huge upsurge in fraud at the moment’: Isana Cordier – sector head of consumer goods and services at Absa CIB.

Kruger International's Mia Kruger unpacks results from RFG and Naspers. Isana Cordier from Absa CIB talks local consumers as they are spending more ... but will they be buying this Black Friday?

‘Hedge funds are fascinating in that they can make money in a falling market’: Nosibusiso Ngqondoyi – Old Mutual Multi-Managers.

Absa's Carmen Mpelwane unpacks Omnia's and Pepkor's results. Nosibusiso Ngqondoyi from Old Mutual Multi-Managers on why a zero exposure to hedge funds is a lost opportunity. PwC's Lullu Krugel on what to expect from tomorrow's MPC meeting.

Redge Nkosi, executive director at Firstsource Money, proposes stabilising the economy without using interest rates.

Petri Redelinghuys from Herenya Capital Advisors on why he remains bearish and expects no Santa Rally next month. Astral's Chris Schutte talks results as it struggles to pass on cost increases. Redge Nkosi of Firstsource Money on lessons from Asia as central banks over focus on inflation targeting rather than multiple mandates

‘We are entering what looks to be arguably a recessionary environment globally overstocked’: Keith McLachlan – Integral Asset Management.

FNB's Chantal Marx unpacks Richemont's strong first-half results. Keith McLachlan from Integral Asset Management on concerns around the recent inventory increases. Michael Zahariev co-founder of Luxity on trends in high-end online retail.

CEO Kobus Gertenbach details some of the company’s major consumer brands in SA, Africa and the UK, as well as the current cost pressures on all.

Alex Duys of Umthombo Wealth on Life Healthcare's FY results. CEO Kobus Gertenbach explains the Premier Group business ahead of its 8 December listing. Simon's thoughts on keeping your crypto safe with a hardware wallet.

Be very careful, thinking that these are juicy buying opportunities: Schalk Louw of PSG Wealth Old Oak.

Sithembile Bopela, investment analyst at FNB Wealth and Investments, on Spar results that the market did not like, and the Woolies trading update. Schalk Louw, portfolio manager at PSG Wealth Old Oak, on whether tech stocks are finally looking attractive. Luigi Marinus, portfolio manager at PPS Investments, on positioning your portfolios even amid little market respite.

A lot of quality growth companies shot the lights out during Covid, just to fall back 80%, 90%. So there are nice opportunities at the moment: Michele Santangelo – Independent Securities.

Wayne McCurrie on results from Stor-Age and Transaction Capital. Adrian Saville on EU third quarter GDP coming in at 0.2%.
Michele Santangelo, Independent Securities portfolio manager, on growth stocks finally trading at reasonable prices.

The group prioritises putting products in front of customers to help them create and protect wealth.

Karl Gevers, independent analyst, takes a look at the latest Telkom and Shoprite updates. Charles Savage of Purple Group on the company's results that show EasyEquities remains profitable with strong growth.

The FSCA at some point will need to reconsider its decision to exclude NFTs from the definition of financial products: Cliffe Dekker Hofmeyr associate Kara Meiring.

Sanlam's Nick Kunze talks TFG and rand strength. Steve Binnie, Sappi CEO, unpacks results as debt hits 20-year lows. Kara Meiring from Cliffe Dekker Hofmeyr explains why crypto assets play such a big role in SA's greylisting status.

‘What we need to see is some sign of light at the end of the tunnel and markets have said, okay, cool. There's our light at the end of the tunnel’: Independent analyst Jimmy Moyaha.

Independent analyst Jimmy Moyaha on markets as US inflation comes in better than expected. Craig Antonie from AnBro Capital on their soon-to-be-listed Dynamic Compound Portfolio that will be an actively-managed certificate. Simon offers his thoughts on US dollar strength: has it peaked?

The growth is mainly from the European countries, but also from our old customers, Japan and China. South Africa is known for very good quality and wood chips: CFO Eddie Fivaz.

Lonwabo Maqubela from Perpetua Investment Managers talks gold miners. Are they worth a look? Eddie Fivaz of TWK unpacks strong results as agri continues to boom. Benay Sager from DebtBusters talks the twin scourges of rising interest rates and inflation as it takes its toll on consumers.

Developed markets are not nearly as attractive as emerging markets, reckons Feroz Basa from Sanlam Investments.

Anchor's Deryck Janse van Rensburg on Murray & Roberts's sale of Clough in a desperate effort to raise cash. Feroz Basa of Sanlam Investments on the perfect storm in the US and Europe which could spark a cyclical dash to emerging markets. The JSE's Shameela Ebrahim talks the importance of the private sector being involved in conversations taking place at COP27.

MyRunway is ‘one of SA’s only profitable e-commerce sites’ in which LA Group has taken a minority stake, says its MD Rob Noble.

Petri Redelinghuys from Herenya Capital Advisors: is he buying Bitcoin? Redefine's Leon Kok on results as LTV gets within its target range, but can it improve further? Rob Noble of Runway on the state of e-commerce.

‘I think the used car prices are coming under pressure’: AutoTrader CEO George Mienie.

Absa's Carmen Mpelwane talks MTN's quarterly update and Gold Fields's competing offer for the Yamana Gold acquisition. George Mienie from AutoTrader on the used car market in 2023 – will prices remain high? Zane van Rooyen of Skynamo chats challenges for small businesses under tough conditions, and how tech can help.

The majority of SA’s workforce need cash in hand for day-to-day expenses, and being paid monthly is a ‘massive disconnect’: Deon Nobrega, CEO of Paymenow.

Matete Thulare from RMB unpacks Sibanye-Stillwater's update that saw the stock off 11%. Deon Nobrega of Paymenow talks the war for talent and skills that sees base pay as only one out of several considerations. Simon offers his thoughts on the Fed and BoE rate increases as the latter predicts the longest recession in over 100 years.

Owing to semigration there are many who could be looking to rent your property at the right price: Grant Smee – MD, Only Realty Property Group.

Kruger International’s Mia Kruger on Pepkor’s strong update, albeit with some pandemic base effect. Rui Morais from Dis-Chem unpacks results. Grant Smee from Only Realty Group chats whether selling your house to avoid higher interest rates is a good plan.

‘I think the problem with office is what back-to-work will look like. Are people going to come back to work?’ MD Jeffrey Wapnick.

FNB's Wayne McCurrie explains Sasol's convertible bonds and what to expect from tonight's FOMC meeting. Octodec's Jeffrey Wapnick unpacks results that show inner city housing improving. Sean Kelly from Iza Wealth talks timing the market.

What you should be doing is putting hedging instruments together so that you can strip out emotion and just execute on your plan: Marc Steinhobel, head of structured FX at Investec.

Independent analyst Jimmy Moyaha on Adcorp results. Stephen Brookes from Balwin Properties talks results as Heps almost double. Investec's Marc Steinhobel on when to hedge currency risks.

‘I would be looking closest at the Norwegian krone, because they've benefited from the higher energy prices’: Jacques Plaut – Allan Gray.

Sanlam's Nick Kunze on what the market's expecting from the Fed interest rate decision this week. Andries van Heerden from Afrimat talks results as commodity prices fall. Jacques Plaut from Allan Gray takes a look at which currency offers a good store of value.

‘I think of the book as a kind of a lens or a prism through which to interpret this crazy world that we live in’: Author David Buckham.

Alex Duys Umthombo Wealth talks Anheuser-Busch InBev's strong update and Astral's trading update which held no surprises but spooked the market. David Buckham on his latest book The Age of Menace which looks into capitalism, inequality and billionaires gone rouge. Simon gives his thoughts on the MTBPS.

While customers may now take smaller fries or less wine with their meals, they still want that quick-service restaurant experience: CEO Darren Hele.

Absa's Carmen Mpelwane talks Bytes's results that saw the stock down over 10%. Darren Hele of Famous Brands unpacks results as it returns to pre-pandemic levels. Wayne Sorour from Old Mutual chats when to buy hard currency.

‘As much as the pandemic can hammer a society very, very hard in a short time, inflation can be a slow-grinding burn’: Adrian Saville – Genera Capital.

Karl Gevers, independent analyst, unpacks the TFG update. Adrian Saville of Genera Capital talks the impact of higher rates on interest costs for sovereigns and corporates. Sanisha Packirisamy from Momentum Investments asks if the MTBPS can propel growth and improve our credit rating.

FNB Cash Investments’ Sifiso Nkosi describes ‘how we harness that savings power to ensure that all South Africans and I guess Africans on the continent can use this platform to get through their financial journey’.

Faheema Adia from Momentum on Altron's results and Dis-Chem's trading update. Sean Saunders from Revix on the FSCA's decision to declare crypto assets a 'financial product'. FNB's Sifiso Nkosi unpacks whether a stokvel should be part of your savings and investment strategy.

‘When you're investing, stick to the course and try to drown out the noise and the scariness of the market, and try not to change your allocation too dramatically based on contemporaneous news’: Nick Katzke – Satrix.

FNB's Chantal Marx talks Spear Reit results, is there value in smaller niche Reits? Nico Katzke from Satrix talks markets as uncertainty creates opportunities for offshore return diversification. Claire Klassen from Momentum Metropolitan on the state of financial literacy in South Africa.

It’s about spending what we've got wisely, and then the old, old thing about making sure that we can implement: Maarten Ackerman at Citadel.

RMB's Matete Thulare on the Sasol production and sales update as it declares force majeure. Citadel’s Maarten Ackerman on investors' wish lists ahead of next week's MTBPS. Simon gives his thoughts on construction stocks.

At its next meeting I think Sarb's MPC will have no choice but to increase rates by at least 0.5 basis points; at this stage it's not about inflation and what it causes, it's about the exchange rate’: Chris Harmse of CH Economics.

Herenya Capital Advisors's Petri Redelinghuys on Telkom being ditched by MTN and its shares collapsing. Dr Chris Harmse of CH Economics talks local inflation moving a little lower, as well as the UK's 10.1% inflation. Chris Campbell from Consulting Engineers South Africa on the lack of implementation from government on infrastructure and the risks therein.

We are seeing the transition of the business from product sales to cloud sales, from once-off sales into annuity contracts, with all the economics in its favour: Keith McLachlan of Integral Asset Management.

Gary Booysen from Rand Swiss unpacks Pick n Pay's results and why the market didn't like them. CMH's Jebb McIntosh on the company's record results as car hire booms. Integral Asset Management's Keith McLachlan chats why he's buying Microsoft.

It's distressing that some 60% of households need to repeatedly turn to family and friends for help, ultimately negatively affecting interpersonal relationships and work performance: Johann van Tonder, economist for Financial Wellness at Momentum.

Independent analyst Jimmy Moyaha on M&R's collapse as it expects profits to be at least 100% lower. Wikus Lategan from Calgro on results as it maintains strong GP margins. Johann van Tonder from Momentum talks the state of SA consumer finances as it improved slightly in Q3 2022.

The Absa Africa Financial Markets Index assesses levels of openness and development across 26 African countries: Anthony Kirui – head of global markets, Africa Regional Operations, Absa.

Sanlam's Nick Kunze on the effects of the economic U-turn by UK Prime Minister Liz Truss. Absa's Anthony Kirui talks the Absa Africa Financial Markets Index which shows improving market infrastructure in the majority of African countries. John Rose from IZA Wealth on how investing is about companies not countries.

I think that the Fed is still far from over-hiking; if they don't get inflation under control the economy will go into recession: Mia Kruger – Kruger international.

Kruger International's Mia Kruger talks Grindrod's latest update and US inflation data. Zak Calisto from Karooooo on results as profits hold firm. Simon offers his thoughts on the IMF's statement that 'the worst is still to come'.

‘When sentiment indicators are this low, typically the next five years generate an 83% return’: Simon Fillmore – Independent Securities.

Lonwabo Maqubela from Perpetua Investment Managers chats Zeder results and Steinhoff's operational update. Victoria Reuvers from Morningstar SA talks the impact of greylisting on our markets. Independent Securities's Simon Fillmore explains how the US selloff provides tactical offshore investment opportunities.

Deryck Janse van Rensburg from Anchor Capital mulls over the bid for AfroCentric, as well as present valuations for Medscheme, Datatec, EOH, Bytes and Alviva.

Kholofelo Molewa - Credit Alternatives Portfolio Manager, STANLIB

Anchor's Deryck Janse van Rensburg talks Sanlam as it plans to acquire a controlling, but not majority stake, in Afrocentric. Phoevos Pouroulis from Tharisa unpacks the company's Q4 and full year production report. STANLIB's Kholofelo Molewa on the impact and possible returns of the Khanyisa Impact Investment Fund.

‘China has said they're not going to make it. They're aiming for 2060, which I think is more realistic’: Tasneem Samodien – Old Mutual Private Client Securities.

Herenya Capital Advisors's Petri Redelinghuys on the charts for Thungela and Kumba as they both struggle with the Transnet force majeure. Where are the buying zones? Tasneem Samodien from Old Mutual talks the return to coal and if it’ll last. Marius Reitz from Luno on cryptos as Bitcoin is surprisingly less volatile than equities.

Proceeds of the sale of the Russian assets could contribute to a special dividend, says research analyst Sameer Singh.

FNB's Wayne McCurrie on markets as they fall, despite US jobs data coming out strong. Old Mutual's Sameer Singh unpacks the investment case for Mondi as the share price continues to struggle.Gabriel Theron from Cilo Cybin on the company's proposed listing as a SPAC on the JSE.

Cyber criminals are organising, trying to push the buttons they know people are likely to respond to in terms of the topics they choose: David Emm – principal security researcher at Kaspersky.

Rand Swiss's Gary Booysen on markets as Opec+ cuts production and Harmony expands into copper. David Emm from Kaspersky on the rise of phishing scams and how to protect ourselves.

‘Between Netcare and Life Healthcare I'd go for Life’ – Independent analyst Kea Nonyana.

Faheema Adia from Momentum Securities on the Equites Property Fund results as it sees record demand for warehousing space. Independent Analyst Kea Nonyana on healthcare stocks as they come under pressure. Ildiko Gyarmati of CMS South Africa on the spate of delistings, how bad is it and what can reverse the trend?

Making sure that microlenders are regulated and follow specific rules around interest rates and charges will crowd out fly-by-nights in the illegal market: Monique Pennells at Absa CIB.

Absa's Carmen Mpelwane talks Sappi at it tenders for its own debt and a look at fishing stocks as Oceana sells its commercial cold storage business.
PwC's Andries Rossouw on their SA Mine 2022 report as miners report sterling results. Monique Pennells of Absa CIB on how non-bank lending is a key part of the financial ecosystem.

This is almost worse than a ‘Nene’ situation, this is incompetency, submits Viv Govender at Rand Swiss.

Independent analyst Jimmy Moyaha chats Motus's continued UK expansion and Pick n Pay's latest update. Viv Govender from Rand Swiss on the UK government's tax cut debacle. Kelin Pottier of 10X Investments unpacks the South African Retirement Reality Report that shows most do not have a strong plan for retirement.

Since we don't know when the market will recover, remaining invested and having a well-constructed retirement plan is crucial: Roland Gräbe – head of DFM at Old Mutual Wealth.

Sanlam's Nick Kunze as US markets close at the low of the year. Roland Gräbe of Old Mutual Wealth offers tips on how to protect your annuities during market downturns. Chris Green from Hogan Lovells on 2022 M&A activity as levels drop slightly but fundamentals remain strong.

What's happening is we've still got this very tight energy system – whether it's gas or oil – that's started to get baked into the prices charged to households or industries: Mohammed Nalla at Moe-Knows.com.

RMB's Matete Thulare unpacks Capitec's results as the stock gets sold off. Mohammed Nalla of MagicMarkets on the European energy crisis as they head into winter. Simon offers his thoughts on the GBP and the UK's 30 year bond collapse this past week.

‘We seem to have the belief that university education is the panacea and it's not; it's about further education in the right area’: Lullu Krugel – PwC SA chief economist.

Independent analyst Jimmy Moyaha talks Barloworld's trading update and the potential Avis listing. PwC's Lullu Krugel on the desperate need to build skills locally to increase employability and staff retention. Keith Lockwood, independent economist unpacks the Altron FinTech Short-term Credit Impact Index for Q2 2022.

It's amazing to see companies’ resilient workarounds for some wins that maybe people [in] foreign markets would find insurmountable obstacles. South Africans are remarkably innovative and inventive: Credit Guarantee CEO Charles Nortje.

FNB's Thabiso Mamathuba talks Remgro's results, do holding companies still have a place on the JSE? Charles Nortje of Credit Guarantee on global and local trends in trade insurance. Sthembiso Zwane of GoGetta on crowdfunding equity investments in Africa.

A dollar shortage is evident across countries within Africa such as Nigeria, Kenya and Ghana, and dollar debt-servicing has become problematic –Thalia Petousis at Allan Gray.

Herenya Capital Advisors's Petri Redelinghuys talks Tiger Brands as its trading update sends it share rocketing higher. Tasneem Samodien from Old Mutual on Richemont and its online strategy as it merges Net-A-Porter with Farfetch. Allan Gray's Thalia Petousis talks the commodity boom in Africa.

‘We can't really say up front the value of Bula Tsela, because the price at which it buys the Old Mutual shares is not known yet’: Craig Gradidge – Gradidge-Mahura Investments.

Kruger International's Mia Kruger talks Friday's selloff that saw the JSE at new lows for the year. OUTsurance CEO Marthinus Visser on the insurer's listing process and growth prospects in Australia. Craig Gradidge from Gradidge Mahura talks Old Mutual's Bula Tsela BEE scheme details and value.

Royalty streams have grown at a higher than market rate and the discovery of new (and old) songs has changed with the penetration of streaming: Keith McLachlan – Integral Asset Management.

Wayne McCurrie on rate increases in the UK and SA, and Blue Label's recapitalising of Cell C.
Keith McLachlan from Integral Asset Management on investing in music via song catalogues.
Simon gives thoughts on dividends, the good, the bad and the ... tax.

The share at R76 looks extremely attractive. If you strip out Australia, it's trading on five times earnings, and the order book looks extremely strong: Lonwabo Maqubela – Perpetua Investment Managers.

Lonwabo Maqubela of Perpetua Investment Managers talks WBHO as it quits Australia. Are there any investable construction stocks left on the JSE? Tertia Jacobs Treasury Economist at Investec on the Fed's interest rate decision and the upcoming Sarb decision. Why the Sarb has to keep an eye on what the US central bank is doing. Investec's Brian McMillan on their new structured product focusing on dividends for reduced volatility.

Deryck Janse van Rensburg at Anchor Capital notes that in a tough and unsure 2022 holding on to high levels of cash is critical.

Anchor's Deryck Janse van Rensburg explains where he's finding value in the current market. Absa's Justin Schmidt on the impact of Stage 6 on manufacturing and if the industry has any Eskom alternatives. Carel Kleynhans from Divercity Urban Property Fund talks purpose built investment assets.

Gary Booysen at Rand Swiss notes that the market may be overreacting to a very expensive deal, but considers ‘it's probably worth having a nibble’.

Rand Swiss's Gary Booysen on value in SaaS company Adobe after it fell over 20% on the news of the Figma buyout. Matete Thulare from RMB talks targets for the rand against USD and euro into the end of the year. Herenya Capital Advisors's Petri Redelinghuys on Brent oil as it slips below $90, does this break the bull trend?

‘Don’t be scared to evaluate more than one advisor. Do the interviews, get the recommendations, get the referrals and find the right fit. That’s so important’: Gavin Lewin – Right Ideas Group.

Sanlam's Nick Kunze on the FedEx profit warning that spooked the market as it points to a recession. A look at the impact of Stage 6 on the rand. Reza Hendrickse from PPS talks portfolio construction from a multi-manager perspective. Gavin Lewin from Rich Ideas on how we rate our financial advisor.

It's ‘almost like changing the engine of a car while driving it’, explains Luno GM Marius Reitz.

Absa's Carmen Mpelwane on markets . Luno's Marius Reitz on the long awaited Ethereum Merge and what it means for the cryptocurrency’s landscape.

Zandile Makhoba of Liberty looks at inflation targeting, core CPI, supply-side inflation, energy subsidies, investment into alternative energy and private-public partnerships.

Alex Duys from Umthombo Wealth on updates from Growthpoint and Sibanye-Stillwater. Liberty's Zandile Makhoba talks inflation targeting on the back of global inflation data. Cobus Loots of Pan African Resources unpacks the company's results.

This initiative provides clients with a US dollar money-market type investment, which means one is effectively investing in instruments with probably some of the highest credit ratings in the world: Johann Erasmus of 1nvest.

Independent analyst Kea Nonyana on results from Metrofile and African Rainbow Minerals. Attacq's Raj Nana chats results as the company resumes dividend payouts. 1nvest on the new US Bond Index set to offer investors a differentiated proposition.

If you are concerned, ‘a safe asset in this environment, I think, would be cash – where you want to move away from risk assets’: Rhandzo Mukansi – Futuregrowth Asset Management.

Petri Redelinghuys from Herenya Capital Advisors talks the trading updates from Brait and Virgin Active. Futuregrowth on understanding stagflation and the investment case for Alphabet Inc with Momentum’s Faheema Adia.

Curator Dr Roelof Botha believes SA’s municipalities take too long to approve building plans and their legal requirements. ‘We have an overregulated economy – it's not even debatable’.

FNB's Sithembile Bopela talks inflation data from global markets. Economist Dr Roelof Botha on Afrimat’s construction index as the sector managed to increase its value-add to the economy. Caxton’s Tim Holden unpacks results.

Brandon Garbutt of Capital Legacy urges you to get your will in place to avoid possible confusion and squabbles after your passing.

Independent analyst Jimmy Moyaha on Capitec's update and Sanlam results. Capital Legacy's Brandon Garbutt on the need for a will and a letter for when you pass away. Simon offers his thoughts on GDP data showing 6.2% growth by the restaurant and hospitality sectors.

‘People are looking at their investment statements and seeing drops of 10%, 20% of their accumulated wealth and it's worrying and it causes fear’: Peter Hundersmarck of Flagship Asset Management.

FNB's Wayne McCurrie unpacks Discovery's results as the share is down over 7% and talks the latest Tiger Brands product recall. Pieter Hundersmarck of Flagship Asset Management explains the six things we need to know about bear markets. Citadel's Maarten Ackerman chats the local consumer as spending remains resilient despite tough economic times.

‘I like the fact that they give a lot of data during their earnings announcements and they mention how many jobs they create. They give clarity on how their platforms work’: Mia Kruger of Kruger International.

Mia Kruger from Kruger International chats Shoprite's results that sent the stock down over 7% on Tuesday. Dr Chris Harmse of CH Economics on local GDP data that came in negative for the second quarter. IZA Wealth's John Rose talks generating and protecting global wealth.

‘With more people going out now in the evenings, it would seem that the QSR side is picking up versus the DIY which is dropping off’: CEO Sean Walsh.

Gary Booysen of Rand Swiss on markets after another very red day, especially for resource stocks.Kaap Agri CEO Sean Walsh on results and the current state of the agri sector; andSimon's thoughts on leisure stocks, as they trade around pre-Omicron levels.

Facebook, Amazon, Apple, Netflix and Google: ‘You've had significant drawdowns in some great names, and this is probably the time when you want to start rotating into them’: Henry Biddlecombe of Anchor Capital.

Perpetua's Lonwabo Maqubela takes a look at the Famous Brands update and talks US inflation. Henry Biddlecombe from Anchor on the FAANG stocks, after a rough start to the year are any offering value? PwC's Dewald van den Berg on local life insurer results for the year ending December.

‘In June the market is expecting quite a massive [fuel price] increase, just because we're not going to have that [government discount] safety net’: Sithembile Bopela – FNB Wealth and Investments.

Alex Duys of Umthombo Wealth on the Kaap Agri results and a green day in the markets. Octodec MD Jeffrey Wapnick talks the company's results as residential vacancies falls to 7% and residential rental income is up 5.6%. FNB's Sithembile Bopela chats the impact of fuel prices on our investments.

‘The Russian invasion has just worsened things dramatically. There is just not enough energy in many other countries...in particular in Europe. So the demand for coal is extremely strong’: Bruce Williamson – Integral Asset Managers.

FNB's Wayne McCurrie on the proposed Shaftesbury and Capital & Counties Properties merger. Bruce Williamson from Integral Asset Managers on the investment case for highflying Thungela Resources. Only Realty's Grant Smee on how to make a success of buy-to-let properties.

‘People are going to spend on healthcare when they're sick, regardless of what the economy's doing. So [this ETF] has those nice defensive properties about it’: CIO Kingsley Williams.

Sanlam's Nick Kunze chats the latest US jobs data and more US equity selling. Andrew Lane from Deloitte on how South African mining companies could harness self-generating opportunities. Kingsley Williams from Satrix on their new healthcare ETF listing later in May.

Wage conversation still weighing quite heavily on Sibanye and Nasdaq’s day was less about the rates decision and more about inching closer to a US recession: Independent analyst Jimmy Moyaha.

Jimmy Moyaha on the Sibanye-Stillwater update that saw earnings down 31% for Q1 2022. Katy Thorneycroft, Head of International Portfolio Management Multi-Asset Solutions, J.P. Morgan Asset Management on lessons learnt from the last few years of volatility shocks. Simon thoughts on value vs. growth stocks

‘We're getting close to that level again where the economy might not be keeping...up with population growth. ...This decline is a big concern for us in terms of job creation, in terms of inequality’: Dr Christie Viljoen of PwC.

Absa's Carmen Mpelwane unpacks the deal between Sanlam and Germany's Allianz. Dr Christie Viljoen from PWC on the impact of the Durban floods and if it's possible to get unemployment back under 30%. PPS's Reza Hendrickse talks navigating global economic crosscurrents.

‘We've managed to multi-franchise many of our operations. ...That spreading of costs has made a major difference’ – CEO Jebb McIntosh.

Nedbank's Preston Narainsamy talks the Aspen share price which is down almost half since September. Jebb Mcintosh of Combined Motor Holdings unpacks results that show the company's record profits and margins. Revix's Sean Sanders on their newly-launched savings vault.

When ‘untrustworthy management teams...miss goals, they just shift the goalposts and then hope that nobody reads prior sets of results’: Keith McLachlan – Integral Asset Management.

Petri Redelinghuys Herenya Capital Advisors as US markets have the worst start to the year since 1939. Janina Slawski Head Investments Consulting Alexforbes on The Alexforbes Manager Watch™️ findings on the retirement fund investment management industry. Keith McLachlan from Integral Asset Management on what to look at first when reading a set of results.

‘I think we'll see EVs at the upper luxury level ... [but] for the mass market [it’s] far too premature’: Martyn Davies – Deloitte's Africa auto sector leader.

Mia Kruger of Kruger International talks markets and stacks Clicks up against Dis-Chem. Karooooo has seen FY earnings drop, but CEO Zak Calisto tells us why the company’s growth strategy is tracking well. With the brakes being slammed on a post Covid-recovery for vehicle manufacturers, are they shifting gears? Deloitte’s Martyn Davies shares a few insights.

‘The office share of total stock built has been declining for probably two decades or more’: John Loos – FNB commercial property finance sector strategist.

Independent Analyst, Jimmy Moyaha talks markets after the breather the JSE was able to take yesterday. The JSE’s Sam Mokorosi on the kind of muscle new ETF listings, like the Sygnia Itrix New China Sectors ETF, are building for the local bourse. And FNB Commercial Property finance property sector strategist John Loos takes us through the activity being seen on SA’s commercial property scene.

After the announcement of the $44 bn deal, the business magnate said that free speech was the bedrock of a functioning democracy and Twitter the digital town square.

RMB's Matete Thulare weighs in on a possible recession, which has markets in a tailspin. Craig Antonie of AnBro gives his take on the deal Elon Musk and Twitter have struck.

‘We like the business model. We like the quality of the business, but it is the valuation that is a problem. It is very, very expensive for us’: Patrick Mathidi of Aluwani Capital Partners.

Nick Kunze of Sanlam Private Wealth talks markets, with last week’s hawkish tone from the US Fed still ringing loud. Patrick Mathidi of Aluwani Capital Partners, puts the spotlight on Capitec and whether its business banking strategy can sustain its share price momentum.

For the longest time management's been unable to unlock the large discount in Nav, explains Sean Neethling of Morningstar.

FNB's Wayne McCurrie on how operational challenges hampered Kumba’s first quarter output. Sean Neethling from Morningstar talks the recent market moves around Naspers.

‘For me [it’s] a very tough call to be investing in a company...that is at the mercy of the consumers of Africa, the majority of whom don't have jobs’: Kruger International CEO Mia Kruger.

Mia Kruger of Kruger International talks the Cashbuild trading update as revenue drops. FNB's Thabiso Mamathuba on the latest CPI data and what it says about the state of the consumer. Independent analyst Kea Nonyana chats how the demand for iron ore has boosted BHP’s share price.

‘As we march forward into a cyclical economic slowdown, you have to use...opportunities to diversify your portfolio, and get into the assets where you want to be’: Citadel CIO George Forman.

Absa's Carmen Mpelwane talks Tongaat Hulett's trading update. Citadel's George Herman looks at some of the factors influencing the investment landscape in 2022.

‘The Reserve Bank...apparently [wants] to scare the living daylights out of the oil producers globally so that they can pump more oil, because that is the only reason why SA's inflation rate has been picking up’: Dr Roelof Botha, compiler of the Altron Fintech Household Resilience Index.

RMB’s Matete Thulare on the recovery of the Russian rouble and what to expect from the local markets after the long weekend break. Economist Roelof Botha on whether there has been an improvement on the ability of households to take on and service debt. Dane Viljoen of Troygold on gold as a trading currency.

‘It's bad news all around, Simon. It's hard to see any good news around. But think, if you look at it over the longer term, the big opportunity set is really in emerging markets’: Feroz Basa – Sanlam Investments

Alex Duys Umthombo Wealth on EOH results and Mr Price acquisition. Feroz Basa, Head of Emerging Markets at Sanlam Investments on the potential in emerging markets as developed markets look fragile. Izak Odendaal strategist at Old Mutual Wealth Investment on the local and US housing markets and why your primary residence is not an investment.

The flooding in Natal will impact Vehicles and Tyres, but Haval, a new addition to the portfolio, is doing exceptionally well. Retail is doing well, but fertiliser prices are hurting farmers – FD Eddie Fivaz.

FNB's Wayne McCurrie talks Capitec's results and US inflation. Eddie Fivaz of TWK Agri unpacks the company's results as cash from operating activities doubles. Sean Sanders from Revix on earning a yield from crypto

‘We saw elevated levels of portfolio turnover during the pandemic...Average turnover of EC10 Crypto Bundle our accounts during the pandemic was 1.8 times per year. Normalised levels are closer to 90%, so kind of 50% of what they were doing in the pandemic’: CEO Charles Savage.

Independent analyst Jimmy Moyaha on markets as China is said to approve first batch of gaming licences since July. Charles Savage, CEO of Purple Group, talks results that show almost 1m active users. George Herman of Citadel on the company's equity fund using quant methodology to increase AUM 1 000% in 20 months.

‘What we've been through in the last two years has really forced or pushed companies to become innovative and think out of the box’: Denys Hopson of Investec.

Sanlam's Nick Kunze on EOH results and US earnings. Denys Hobson from Investec takes a look at how supply chains are coping with the Ukrainian war and record high Covid levels in China. Terence Tobin from Rich Ideas on moving your RA.

‘I would be very, very cautious about the [leisure stocks]. They have been the hardest hit over the pandemic, I think’: Carmen Mpelwane – Absa Asset Management.

Absa's Carmen Mpelwane talks leisure stocks and whether there is value to be found in Reits. Gus van der Spek, developer at Wytham Estate, on the trend for semigration within SA. Simon's thoughts on a recession in the US.

‘I think people are buying into the turnaround strategy that Pick n Pay is going to deliver,’ and MTN in Nigeria acts against users without SIM-registered IDs: Gary Booysen of Rand Swiss.

Rand Swiss's Gary Booysen on MTN's Nigerian woes and the Pick n Pay update. Sylvester Kobo from STANLIB takes a look at bond markets during high inflation and rising rates. Scott Cooper from Marriott talks the art of building defensive offshore portfolios.

‘A lot of [market] participants have been waiting for us to move on this,’ says Valdene Reddy at the JSE.

Mia Kruger of Kruger International on Woolies possibly exiting Australia. JSE's Valdene Reddy as it looks to introduce active ETFs. Keith Lockwood unpacks the Altron Fintech Short-term Credit Impact Index Report.

‘Now the tide has turned. The farmers are making all the money’: Anthony Clark of Small Talk Daily.

Petri Redelinghuys of Herenya Capital Advisors talks global agriculture stocks. Analyst Anthony Clark on agri stocks, prices are rising but so are inputs. Is there value? Keith McLachlan of Integral Asset Managers explains Ebitda and how to use it.

‘Growth and tech stocks are out of vogue at the moment, but the future is I think where they're at, and we are...looking forward to a strong future’: Craig Antonie – AnBro Capital.

Lonwabo Maqubela of Perpetua Investment Managers talks Moody's upgrade of SA's credit rating. Tharisa's Ilja Graulich on the company's acquisition of a controlling interest in Zimbabwe's Karo Mining. Craig Antonie of AnBro Capital gives his tips for investing in tech stocks.

‘[T]he awareness that people even know about these things and that they like them and use them [is] really, for me again, a sign of a strong and thriving industry’ – Nerina Visser of etfSA.

Rand Swiss's Gary Booysen takes a look at the strong Northam Platinum results. Nerina Visser of etfSA talks the SA Listed Tracker Awards. What impressed her and who came out tops? Simon gives his thoughts on the release of oil from the U.S strategic Petroleum Reserve.

‘The carbon intensity of our Capped Swix is six times higher than where we should be in terms of what the world is aligning to’: Rob Lewenson – Old Mutual Investment Group.

Sithembile Bopela of FNB Wealth and Investments on Famous Brands taking a 51% stake in a vegan eatery and a good quarter for banking stocks .Brian McMillan of Investec on structured products as a part of your portfolio.Rob Lewenson, head of responsible investment at Old Mutual Investment Group, on its call for a new SA-listed equity benchmark to be developed.

‘It gives FSPs legitimate authority to market and to contract with South African residents on a derivative product’: Solomon Gounden – MD, Markets.com

FNB's Chantal Marx talks Absa's new CEO appointment. Solomon Gounden of Markets.com on the FSCA ODP licence requirement for CFD providers in SA. PwC's Lullu Krugel takes a look at local impacts from disruption in central and eastern Europe.

‘This needs to signal the start of South Africa's gas economy’: CEO Stefano Marani.

RMB's Matete Thulare unpacks Hulamin results and takes a look at a target for the ZAR.Roy Douglas, AdvTech CEO, talks results as student enrolments continues to grow.Stefano Marani, Renergen CEO, chats the company's R1 billion deal with the Central Energy Fund.

‘You really need to understand your investment strategy and which diamond to invest in, compared to buying a diamond at a jewellery shop’: Yair Shimansky – CEO of Shimansky.

Sanlam's Nick Kunze talks markets as global indices are positive since the onset of the war. Bongile James from Future Growth on the prospects of nuclear power for SA via a public–private partnership. Yair Shimansky, CEO of Shimansky, unpacks the war's impact on diamond supply and the stones' merits as an investment.

‘When stagflation shows its teeth, it can bite and it can hang on for a long time... it embeds itself, it entrenches itself, and it becomes systemic’: Adrian Saville of Genera Capital.

Alex Duys of Umthombo Wealth on the Clicks update. Dr Adrian Saville of Genera Capital: what is stagflation and is it rearing its head? Simon's thoughts on the rate increase.

Re RMI, ‘I think it's becoming more and more difficult for management teams to justify the holdco structure' – Victor Mupunga of Old Mutual Wealth Private Client Securities.

Wayne McCurrie on the Tencent results and what he expects from the MPC.Victor Mupunga, Senior Analyst at Old Mutual Wealth on RMI results and the OUTsurance listing. Sean Sanders, Revix on the surge in DeFi crypto investments and products.

‘A big spend for telcos, which means we're not going to see cheaper prices, but we are going to be seeing better quality 4G, 5G coming’: Dobek Pater of Africa Analysis.

Preston Nairasamy of Nedbank Private Wealth on Thungela results and its 1 800c maiden dividend.Attacq CFO Raj Nana on results as debt drops 15.4%. Dobek Pater of Africa Analysis on the spectrum auctions and what it means for consumers.

‘Investors may start the investments with as little as R500, and every time that they have R100 they can add it to the investment...[and] receive interest quarterly’: Janet Brewis from National Treasury.

Petri Redelinghuys of Herenya Capital Advisors on the S&P500: has it bottomed?Janet Brewis from Retail Savings Bonds on National Treasury launching a new facility in its retail savings bond.Keith McLachlan of Integral Asset Management on the investment case for gold, with war and inflation.

Viv Govender of Rand Swiss on commodity prices during war and whether China's coming around to being investor friendly. Jacques Conradie, CEO of Peregrine Capital, on its hedge fund - the first in SA to return 100x.Simon's thoughts on the importance of an investment plan.

‘I want to see Naspers just disappear. With all due respect, there's no reason why Naspers should still be holding Prosus’: says Schalk Louw from PSG Old Oak

Independent analyst Jimmy Moyaha chats the FOMC rate decision and China making peace with big tech. Hannes Boonzaaier, Afrocentric CFO, on results as the vaccine rollout costs the company money. PSG Old Oak's Schalk Louw talks the holdco concept and whether its dying.

‘I think our banking sector remains strong and stable...with the resumption of dividends to shareholders’: Francois Prinsloo, PwC Banking and Capital Markets industry leader.

Anchor's Deryck Janse van Rensburg unpacks Old Mutual results and talks collapsing markets. Graham Wood, COO of Sun International, takes a look at the state of the hospitality industry. PwC's Francois Prinsloo discusses the firm's Major Banks Analysis.

‘The big retailers ... are suddenly looking to buffer their supply chains and looking at bigger distribution centres and maybe a just-in-case model rather than a just-in-time’: Fortress CEO Steven Brown.

Absa's Carmen Mpelwane talks Stadio results. Steven Brown, CEO of Fortress, on results as vacancies and debt improve. Tim Holden of Caxton unpacks results as profits surge

‘As the private sector...we understand that the customer has an offtake and we know the producer has a stockpile, and we look to tie them in’: CEO Andrew Waller.

Nick Kunze Sanlam on markets, commodities and Fortress results. Andrew Waller, CEO Grindrod on the Maputo port activity and the state of Transnet.

BHP's weighting in the JSE Top 40 will drop from ±13% to ±2% on 18 March. Graeme Körner of Körner Perspective digs into this trend, that makes using the index as a benchmark largely meaningless.

Chantal Marx of FNB talks MultiChoice finding middle ground with Nigeria. Graeme Korner of Korner Perspective on the fallacy of benchmarking. Simon's thoughts on continued market volatility.

Zwelakhe Mnguni of Benguela Global Fund Managers declares both the telecommunications provider’s revenue growth and the pharmaceutical group’s J&J Covid-19 contract ‘fantastic’.

Zwelakhe Mnguni of Benguela Fund Managers unpacks MTN and Aspen results. Sean Sanders from Revix chats the company's new gold/crypto bundle. Sanlam Investments's Mokgatla Madisha on the impact of the war in Europe on fixed income funds.

StatsSA economic statistics' DDG Joe de Beer explains the process of gathering GDP data and unpacks the various sectors from Tuesday's release for 2021

RMB's Matete Thulare unpacks Shoprite's solid results. Joe de Beer, deputy Director-General responsible for economic statistics at StatsSA, talks the latest local GDP data.

‘Packaging is becoming smarter. We are already cutting RFID chips and other technology into our plastic crates’: CEO Bruce Strong.

Petri Redelinghuys from Herenya Capital Advisors as the local market rallied into the close, is the selling over? Bruce Strong, Mpact CEO, talks results as it manages to pass increasing input costs onto customers. Pfungwa Serima, Metrofile CEO, chats results and the increased dividend.

FNB's Wayne McCurrie takes a look at the Naspers/Prosus collapse and China's 5.5% GDP target. Jane Shoemake of Janus Henderson Investors on global dividends hitting record highs, led by miners and tech. Futuregrowth's Thesele Mampane talks Reits

‘I think it's kind of hold on tight for the next few months, but no major fundamental change to the value of assets’: Peter Little of Anchor Capital.

Gary Booysen of Rand Swiss on results from Sibanye-Stillwater and FirstRand. Peter Little of Anchor on the impact of the war in Europe on markets one week in. Simon's thoughts on management and trust.

Bruce Williamson from Integral Investment Managers considers the global impact of a possible ban on PGM exports by Russia, particularly for SA.

Nedbank's Preston Narainsamy unpacks the latest results from Cashbuild and Woolies. Henry Lass, CEO Murray & Roberts, on results as the company returns to profit. Bruce Williamson of Integral Investment Management talks demand and supply of PGMs from Russia.

SA’s imports of wheat, maize and fertiliser and exports of citrus products will be impaired by the global flare-up: Wandile Sihlobo of the Agricultural Business Chamber of SA.

Absa's Carmen Mpelwane talks PSG as it proposes unbundling most of its listed assets and delisting from the JSE. Siyabulela Nomoyi from Satrix chats the significant index changes coming as BHP Group sees its weighting significantly reduced. Agbiz's Wandile Sihlobo on how the Russia-Ukraine conflict could influence Africa’s food supplies.

Despite a hard year in terms of supply chains, lockdowns and soaring fuel prices the fishing and dairy businesses have proved rewarding: CEO Felix Ratheb.

Independent analyst Jimmy Moyaha talks markets after another strong day for commodities. Sea Harvest CEO Felix Ratheb talks the company's good results despite it facing headwinds. Phoevos Pouroulis, CEO of Tharisa, discusses the restructuring of its BEE deal, and PGM supply out of Russia.

‘What we're looking for to identify growth with thematic growth drivers,’ says portfolio manager Alex Stanic.

Nick Kunze of Sanlam Private Wealth on City Lodge results and market expectations for the week ahead, as war in Europe continues.Alex Stanic of JP Morgan Asset Management International, on the value creative growth strategy they use when investing.Shelley Lotz of Savca on why exchange controls should be completely lifted.

We’ve seen unbelievable growth: our total base is sitting at over 220 000 – almost triple since the pandemic began. There is a huge migration to digital: Matt Brownell, VP of commercial at Yoco.

Chantal Marx of FNB on Discovery results and markets after the Ukraine invasion. Matt Brownell, VP commercial for Yoco, on its small business turnover index. Simon on markets during a war in Europe and reflections on the budget speech.

‘Commodity volatility and cost inflation have been a prominent theme throughout all the businesses’: CEO Gary Chaplin.

Lonwabo Maqubela of Perpetua Investment Managers talks Curro results and Russia-Ukraine impact on markets. Gary Chaplin, CEO of KAP Industrial, on results as the company increases inventories to manage supply chains. Bidcorp CFO David Cleasby chats results as the company sees a recovery in the hospitality industry.

This new cryptocurrency is similar to Ethereum and enables mobile payments: CEO Sean Sanders.

Alex Duys of Umthombo Wealth talks markets and the Murray & Roberts trading update. Peter Mountford, CEO of SuperGroup, chats results as margins improve. Sean Sanders, Revix CEO, on Bitcoin not acting as an inflation hedge and the new altcoin they’re listing.

‘What many people don't realise is that taxes, like fees, eat away at your investment returns and those really compound over time’: Kelin Pottier from 10X Investments.

Herenya Capital Advisors's Petri Redelinghuys talks markets and takes a look at local company results. Wiehan van Zyl from Momentum Securities on the investment case for Airbnb following its great results. 10X's Kelin Pottier discusses ring fencing income from tax using Regulation 28 funds.

‘Bad companies tend not to be delisted, because no one wants them, so the delistings tend to be good companies with good cash flows’: Keith McLachlan from Integral Asset Management.

Deryck Janse van Rensburg from Anchor Capital talks Steinhoff's reduction of its Pepkor stake and MTN's results. Keith McLachlan from Integral Asset Management discusses profiting from delistings. Old Mutual's Michelle Acton, on their call to Minister Godongwana to greenlight pension fund reforms.

‘It's very exciting for people who are prepared to...hold these businesses for the long term’, reckons Kyle Wales from Flagship Asset Management.

Rand Swiss's Viv Govender on whether there's an investment case for gold miners, as the metal breaks higher. Kyle Wales of Flagship Asset Management talks growth vs value and whether Facebook and Paypal still offer growth potential. Simon gives his thoughts on tax-free products and RAs, given the upcoming tax year end.

‘Geopolitical risk is something we always have to have on the radar, particularly with regard to the Ukraine and Russia’: Mohammed Nalla of Mow-Knows.com

FNB's Wayne McCurrie on the Tiger Brands update and latest inflation data. Cobus Loots, Pan African CEO, talks results that saw record production. Mohammed Nalla from Magic Markets chats the market risks from the Ukraine/Russia standoff.

Carmen Mpelwane from Absa Asset Management also looks at how Spar, Capitec, FirstRand and British American Tobacco are faring.

Absa's Carmen Mpelwane chats the Nedbank and Spar trading updates. CEO Myles Kritzinger on results for residential Reit Transcend Residential Property Fund. RMB's Matete Thulare explains why the rand is holding ground even as the dollar strengthens.

Kea Nonyana of ThinkMarkets says: ‘If I had to choose any two stocks around the world, I’d choose Shell PLC and Sinopec in Hong Kong’

Independent analyst Jimmy Moyaha chats the Dis-Chem and Aveng updates. Kea Nonyana from ThinkMarkets on what’s driving energy markets and investment options. Futuregrowth's Sithembiso Garane talks the rebound in the credit market.

While investors wait for resources’ divvy payments, Disney is a great story with more likely to come: Nick Kunze from Sanlam Private Wealth.

Sanlam's Nick Kunze unpacks the latest commodity miner updates. Rudolf Fourie, CEO of Raubex, chats the company's attempt to buy out minorities in Bauba Resources. David Crosoer from PPS Multi-Managers takes a look at investment themes for 2022.

‘The saving grace for me is the crowding in of private-sector investment...and recognition that jobs are created by the private sector and not the public sector’: Deloitte director Gaba Tabane.

Kruger International's Mia Kruger talks markets as US inflation hits 7.5%. Gaba Tabane of Deloitte looks back at last night's Sona and ahead to the budget. Simon's thoughts: finding winners in 2022 is going to be harder.

The key for L’Oréal is how well diversified the business is. The key performer from a segment perspective was Active Cosmetics, the products recommended by dermatologists: Victor Mupunga of Old Mutual Wealth.

Lonwabo Maqubela, portfolio manager at Perpetua Investment Managers, talks Sappi results and what that tells us about other packaging firms. Victor Mupunga of Old Mutual Wealth unpacks the L’Oréal results. STANLIB's Victor Mphaphuli on fixed income in a rising interest rate and high inflation environment.

Chantal Marx from FNB Wealth and Investments has a finger hovering over the sell button for Sasol, while celebrating that ‘we barely have any tech exposure on the JSE. It's all about the miners

Chantal Marx on the Sasol update as the JSE almost hits a new all-time high. Sean Sanders of Revix on crypto's recovery and Bitcoin's waning influence compared with new altcoins. Steven Beattie Tuition's founder on using financial ratios from the balance sheet

‘It’s a global phenomenon that the Reits of today are not the Reits of 2008. They have dealt with their debt issues’: Garreth Elston from Reitway Global.

Herenya Capital's Petri Redelinghuys takes a technical look at US markets after a volatile start to the year. Old Mutual's Andrew Dittberner talks US tech stocks. Gareth Elston from Reitway Global on the impact of inflation on Reit stocks

This ETF is for investors looking for greater country exposure to India in diversifying their portfolios: Siyabulela Nomoyi from Satrix.

Nedbank's Preston Narainsamy talks education stocks and Curro's latest update. Hudaco CEO Graham Dunford on results that are ahead of pre-pandemic levels. Satrix's Siyabulela Nomoyi talks the company's new Indian ETF.

‘It's not [been] a bad six months, because all the businesses are still healthy”: CEO Ian Lourens.

FNB's Wayne McCurrie talks Pepkor buying into Brazilian retailer Grupo Avenida. OneLogix CEO Ian Lourens on tough results and the logistics industry locally.

The good momentum, with manufacturers seeing their output increase, bodes well for the rest of the year: Absa head of manufacturing Justin Schmidt.

Independent analyst Jimmy Moyaha talks Astral's trading update and the Opec+ production increase. Absa's Justin Schmidt gives us an update on the local manufacturing sector. Benay Sager from DebtBusters talks the company's Q4 2021 debt index.

Investors need to think about what happens if we see a long haul of price hikes to get the US back into the world of disciplined monetary management: Adrian Saville – Genera Capital

Carmen Mpelwane – portfolio manager at Absa Asset Management on Vodacom's results and Aspen's trading update. Coronation analyst Ruan Koch on the investment case for Transaction Capital-owned WeBuyCars. Adrian Saville explains what it means if the Federal Reserve is behind the curve, and what it can do about it.

Gin and cappuccino sachets are among the newcomers in the latest update; traditional light bulbs and DVD players are out: Patrick Kelly from Stats SA.

Mia Kruger from Kruger International talks Sibanye as PGMs remain strong and it assumes full ownership of Kroondal. Stats SA's Patrick Kelly on the inflation basket adjustments: what's in and what's out? Nico Katzke from Satrix offers tips on how to hold your nerve when markets are down.

‘Strange things are happening here,’ notes Dr Chris Harmse from CH Economics.

Sanlam's Nick Kunze talks the upcoming Opec+ meeting ... will production be increased? Economist Dr Chris Harmse on whether markets are currently in the anticipated correction. Vukile CEO Laurence Rapp chats the company's Spanish expansion.

Illicit trade is absolutely out of control at the moment: Rico Basson – executive director of VinPro.

Anchor Capital's Deryck Janse van Rensburg talks the Shoprite and Pepkor updates and managing the current market volatility. Rico Basson from Vinpro takes a look at trends in the wine industry as we come out of the pandemic. Simon chats his thoughts on the Fed's signal to end asset purchases in March, well ahead of schedule

The Eastern Cape and Western Cape have had more property transactions than Gauteng: Hayley Ivins Downes from Lightstone Property.

Viv Govender from Rand Swiss talks markets. Is the selling over? Anchor's Seleho Tsatsi on the year in tech. Hayley Ivins Downes of Lightstone Property takes a look at residential property trends.

‘I think the key thing is to just be able to know where the spread is and how good and how bad it could be when you're planning yourself as a business, for example’: PwC economist Dr Christie Viljoen.

RMB's Matete Thulare on markets as they bounce. FNB's Chantal Marx talks her stock picks for 2022. Dr Christie Viljoen from PwC on the economic outlook for 2022.

‘We are generally quite overweight South African bonds, but we're also quite sensitive to the risk involved’: Daniel King, head of fixed income at Counterpoint Asset Management.

Petri Redelinghuys from Herenya Capital Advisors talks markets. Counterpoint Asset Management's Daniel King talks value in local bonds and why vigilance is required. Linda Trim from Giant Leap on how business needs to adapt to get staff back to the office.

‘We could see some kind of stabilisation late in the year, and there are pockets of improvements that we do see from time to time’: Investec for Business logistics and pricing analyst Denys Hobson.

Alex Duys of Umthombo Wealth chats the latest updates from TFG and Mr Price. Bruce Williamson of Integral Asset Management talks PGMs: after a good start to the year, what could 2022 hold for the metals? Investec's Denys Hobson takes a look at the current state of supply chains.

The fact that ‘governments and central banks around the world are ... really worried about this new digital-currency asset class ... [is] essentially validation in many respects’ Revix CEO and founder Sean Sanders.

FNB's Wayne McCurrie unpacks the Woolies and Distell updates. Sean Sanders of Revix on what the growth of the metaverse, NFTs space and online gaming have in common. Simon talks BHP Group changing its dual listing structure and why this will trigger a CGT event for shareholders.