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. 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.

Rhandzo Mukansi of Futuregrowth explains that while central banks are likely keen to cut interest rates, sticky inflation remains a risk.

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

Andy Pfaff, CEO at Coherent Capital Management, on their Coherent Global Commodity Investment portfolio.

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.

CEO 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 the impact on insurers of climate change and urbanisation – and some features of cover in Australia and imminently 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.

When we're thinking about goals and New Year's resolutions we should be seeking new opportunities, learning new skills, taking on more responsibility to counter bore out – Advaita Naidoo, Africa MD at Jack Hammer.

Alex Duys of Umthombo Wealth on Life Healthcare fulfilling conditions on its sale of Alliance Medical Group and its special dividend from the disposal. Morningstar South Africa's Michael Dodd shares insight on navigating the variety and complexity of SA Income Funds amid expectations of interest rates falling. Jack Hammer's Africa MD Advaita Naidoo speaks about boreout and reclaining your career.

‘Keep the belt tight; let's manage through this one,’ says Beefmaster Group supply chain executive Roelie van Reenen after a tough 2023.

Wayne McCurrie from FNB Wealth and Investments talks the latest US jobs data and takes a look at the potential for commodities in 2024. Roelie van Reenen from Beefmaster Group on the challenges facing the local beef industry in 2024. Fairtree’s Cornelius Zeeman on the trend among local investors to split the asset managers they use for their local and offshore equity exposure.

Craig Antonie, CIO at AnBro Capital Investments, discusses whether AI is sort of the next internet, and our digital future.

Jimmy Moyaha is there opportunity for the once favs Purple Group and Renergen? Craig Antonie CIO Anbro Capital Investments on the rise of the magnificent seven and AI into the future

The three main problems faced this year were animal diseases, ports and load shedding: Agbiz chief economist Wandile Sihlobo.

Wandile Sihlobo Chief Economist at the Agricultural Business Chamber of South Africa looking back at the agri sector in 2023, some real challenges but overall a decent year with growing employment Matete Thulure head FX execution RMB on the Rand as it’s lost ±12% during a volatile year filled with load shedding, grey listing and rising rates.

Mia Kriegler of Kruger International reflects on a year with Fang stocks driving markets, Sibanye’s bright side (despite its woes), investing in renewables and a new focus on bonds.

Mia Kriegler director at Kruger International on the Sibanye-Stillwater woes and investing into renewable energy Dr Adrian Saville Gibbs Business School when do we start to see rate cuts and is the world ready to start paying for debt?

Guest: Waldo Marcus, Industry Principal at TPN Credit Bureau

Chantal Marc head of research FNB Wealth & Investments on consumer stocks as we head into 2024 with lower inflation and reducing rates Waldo Marcus, Industry Principal at TPN Credit Bureau as rental vacancies continue downwards but some pressure in the low and high end units

‘We do now have more exchange-traded products than companies that you can feasibly invest in on the JSE’: Nerina Visser – etfSA.

Nick Kunze Sanlam Private Wealth on a roller coaster of a year with some big losers but also decent winners on the local exchange Nerina Visser director ETFsa reviewing a huge year in local ETFs, the rise of AMCs and the 10X buyout of CoreShares

For us whether rates come down tomorrow or interest rates are cut in June is a second-order consideration: Sandile Malinga – CIO of Multi-Asset at M&G Investments.

Alex Duys from Umthombo Wealth on the Thungela update as production and sales are within guidance, but Transnet remains a worry Sandile Malinga from M&G Investments offers insights into the process of multi-asset funds and their selection process. ACTOM's Casbah Zwane on Eskom's development plan and its ability to create jobs and benefit local manufacturing.

Tshego Bokaba from Momentum Metropolitan shares tips on how to avoid those dreaded ‘Januworry’ blues when new-year expenses rear their ugly heads.

Reko Nare from Anchor Capital on where he sees value in the local market heading into 2024. Momentum Metropolitan's Tshego Bokaba talks Januworry … with five weekends in December and an early salary for many, how do we avoid it? Alex Forsyth-Thompson from Float on the growth and risks with the Buy Now Pay Later model.

But ‘it goes up against their primary source of revenue, which is Search’ – Viv Govender from Rand Swiss.

FNB's Wayne McCurrie on the Itatile update and Spar's appointment of an IT expert to the board after the SAP rollout disaster. Viv Govender from Rand Swiss on the launch of Google Gemini, their response to ChatGPT (with a launch video they admit was faked). Varshan Maharaj of the Allan Gray Frontier Markets Equity Fund talks opportunities in the space, including the world's largest uranium mine in Kazakhstan.

‘Fixed income is suddenly a place where there is more risk than a lot of people have become used to within the developed world’: Albert Botha – Ashburton Investments.

Sanlam's Nick Kunze on the US jobs data … what’s it telling us about rates in 2024? Gavin Reubenson from Paycorp talks SA crypto users and turning your bitcoin into fiat at an ATM. Albert Botha from Ashburton Investments talks about the wild ride in fixed income over the last three years.

Climate change is having a severe impact on the sustainability of food production on the African continent: Zhann Meyer – Nedbank CIB.

Independent analyst Jimmy Moyaha on Spur's small Doppio Group acquisition and British American Tobacco sees £25 billion go up in smoke via write-downs. Is it really a defensive stock? Nedbank CIB's Zhann Meyer on COP28 and how farmers can be assisted in the fight against climate change. Simon's thoughts on 2023 … a tough year, but markets have done just fine, thank you!

Dr Roelof Botha considers the interest rate increases ‘unwarranted’ as a result of the Reserve Bank’s emphasis on the inflation expectation survey.

Matete Thulare from RMB talks SA's local currency. The dollar is down, EMs currencies are strengthening, yet the rand is weakening. Why? Dr Roelof Botha on the Afrimat Construction Index … have the green shoots of previous updates continued to grow? Careen McKinon from ooba Home Loans on some options for your bonus, if you’re lucky enough to get one.

Old Mutual Group chief economist Johann Els takes heart from what he has termed ‘privatisation by stealth’.

Reko Nare from Anchor Capital on where he’s looking for value on the JSE into 2024. Keith McLachlan Integral Asset Management on Transaction Capital results as they shift strategy. Old Mutual’s Johann Els on negative Q3 GDP data, are we on track for a technical recession?

The products and services that the group provides are all mission-critical, not only for current but for future trading activity, explains CFO Alan Solomon.

Petri Redelinghuys from Herenya Capital Advisors on what’s driving gold higher and his preferred gold miner. Alan Solomon of Capital Appreciation on results that saw strong growth in annuity income. Bianca Botes from Citadel Global on managing commodity and currency volatility risks in the agri sector.

Brandon Naidoo from Liberty Group looks into the growing trend of earning across borders, but from home.

Chantal Marx from FNB Wealth and Investments on Tiger Brands's results as volumes slip marginally, and a look at her preferred gold stock. Liberty's Brandon Naidoo unpacks virtual emigration and the legal and tax implications. Mario Fisher  from Old Mutual Investment Group on the quantitative approach they use for offshore investing.

CEO Charles Savage considers the past year worse than 2008/9, when ‘the solution was swift and almost immediate’.

Independent analyst Jimmy Moyaha on Spar's poor results and Lewis's strong results as it continues to buy back shares. Charles Savage, CEO of Purple Group, talks results as it swings into a full-year loss. Simon offers his thoughts on the Mauritian economy.

The fund’s performance is in the top half or better of fund performances 95% of the time on a rolling three-year basis: CIO Kingsley Williams.

Faheema Adia from Momentum Securities on Pepkor results as volumes and Heps dropped. Satrix's Kingsley Williams talks a rules-based fund delivering superior returns. Michele Santangelo from Independent Securities talks about bonds … with interest rates set to decrease next year, is there still opportunity here?

Tokenisation takes a big asset and breaks it down into smaller, more consumable pieces – Mesh.trade CEO and co-founder Connie Bloem.

Umthombo Wealth's Alex Duys on a tough Bidvest trading update and the latest results of Stefanutti Stocks. Connie Bloem of Mesh.trade shares insights on the rise and potential of tokenisation using blockchain technology. Bryn Hatty of Stonehage Fleming Investment Management SA on the four pillars of capital.

‘When we bring in big capital equipment there's no option to bring it in by freight and we have to just deal with whatever the port throws at us': Invicta CEO Steven Joffe.

Gary Booysen of Rand Swiss on Zeda's maiden annual results and Standard Bank's ten-month trading update. Invicta CEO Steven Joffe shares insights on the group's results that show modest Heps growth in tough trading conditions. Martin Hatidani of NMG Benefits speaks on the process and expectations around retrenchment.

Our plan is to grow on the audio side. That's AME interims reflect revenue up and good cost management. Our plan is to grow on the audio side. That's really worked, because we've almost a national footprint in our sales function – CEO Dave Tiltmann

Sanlam's Nick Kunze takes a look at which sectors are likely to benefit from interest rates peaking. AME CEO Dave Tiltmann on the group's latest results. Kamal Govan of Allan Gray on cautious optimism as African businesses provide the cocktail for meaningful performance.

Being a strong beneficiary of the commodity cycle and showing some – albeit slow – economic reforms have kept us ‘floating on water’: Anchor Capital Investment analyst Casey Delport.

Independent analyst Jimmy Moyaha talks commodities, oil, Sarb's repo rate decision, and where he's finding value on the market. Anchor Capital's Casey Delport discusses SA's credit ratings and what this means for investing in the country.

‘The industry is almost ready; it's the regulators that haven't given us what we need to do’: Natasha Huggett-Henchie – NMG Benefits.

Wayne McCurrie of FNB on inflation, rand weakness, and Jason Quinn being named Nedbank's next CEO. NMG's Natasha Huggett-Henchie discusses latest developments in the two-pot pension system. Investec's Tinus Rautenbach on its new online trading platform.

The 97.5MW solar PV farm is one of the first private-market projects in SA, creating about 400 community jobs during construction, with wider indirect impacts for the economy.

Chantal Marx of FNB on Sibanye's convertible bonds issue rattling the market and Telkom's results. African Bank CFO Anbann Chetti discusses its results, as bad debts rise. Hein Reyneke of Mainstream Renewable Power on reaching financial close on its 97.5 MW solar PV project.

Importers need to understand shipping disruptions, air freight, seasonal transit times and added cost implications: Denys Hobson – Investec for Business.

Gary Booysen of Rand Swiss on Astral's record loss and Growthpoint being dropped from MSCI's Emerging Markets Index. Cement maker PPC's CEO Roland van Wijnen on higher revenue. Investec's Denys Hobson on the Durban port crisis and its economic impact ahead of the festive season.

‘Some of the signals that we are seeing at the moment are pointing to a hard landing’: Philip Short – Flagship Asset Management.

Sanlam's Nick Kunze on Sasol's disrupted AGM and new CEO, plus his market expectations for the week ahead. Peter Armitage of Anchor Capital talks about the big Credo Wealth deal to create a R230bn business. Flagship Asset Management's Philip Short shares insights on whether we're in for a soft landing or an actual recession, and what does this mean for investment markets.

Access to sufficient skills and specialised skills is critical in healthcare and has to be taken seriously: Peter Wharton-Hood – Life Healthcare.

Matete Thulare RMB, after good US and UK CPI data this week, can we now confirm a soft landing and a stronger ZAR for 2024? Peter Wharton-Hood CEO fridayealthcare on results as paid patient days increases and Life Molecular Imaging remans loss making as it ramps up Simon thoughts on black friday, don’t get scammed

First half was driven by strong timber demand, but serious headwinds knocked the fertiliser business: CEO Eddie Fivaz.

Mia Kriegler from Kruger International on the MultiChoice results … lots of moving parts, but it is still a strong brand with sport as the cornerstone. Eddie Fivaz of TWK unpacks the company's latest results. Temenos's Eric Mellor talks the changing digital aspect of wealth management.

Never underestimate the power of a plan and seeking professional advice in addressing financial folly – Therèse Havenga from Momentum Investor.

Gary Booysen from Rand Swiss talks the decent Stor-Age results and strong Bidcorp update. Therèse Havenga, Head of Business Transformation at Momentum Investo delves into the different types of money guilt and how to deal with them. Saica's Thando Myoli on how digital transformation is reshaping auditing.

‘At SV Capital we want to encourage conscious investing, ensuring that wherever you put your money there is a positive social impact that comes from that’: Co-founder Ayanda Majola.

Alex Duys from Umthombo Wealth on the Shoprite and Alexforbes updates. Felicia Msiza, CEO of Raubex, on a strong set of results as diversification pays off. Ayanda Majola of SV Capital on delivery bike investing.

‘If you've assets across different jurisdictions, part of your estate-planning process has to take that into account.’ Navin Ramparsad – Absa Private Wealth Banking.

Chantal Marx of FNB Wealth & Investments comments on Richemont's results as the stock sees a nearly one-third decline from its peak. Absa's Navin Ramparsad discusses crucial factors for ensuring effective inter-generational wealth transfer. Kim Gibb from Prescient on their new platform enabling active and passive ETF listings.

Less demand for graphic paper has led to increased production of dissolving pulp for textiles and clothing, as well as ‘green’ paper packaging to replace plastic: CEO Steve Binnie.

Viv Govender Rand Swiss on Tesla, is he still a fan of the EV maker? Steve Binnie CEO Sappi on a tough set of results but with record SA earnngs Simon thoughts on the asymmetrical returns from individual shares and why this helps drive returns over the long-term

Petri Redelinghuys of Herenya Capital Advisors looks forward to when everybody decides to sell their Sibanye shares and a lot of volume will suddenly come to the market.

Petri Redelinghuys from Herenya Capital Advisors on Brent weakness and whether it could get back into the lower $70. A2X CEO Kevin Brady on six years of an alternative exchange and the money saved for investors. Balwin's CEO, Steven Brooks, talks the launch of a new product that allows Balwin homeowners to exchange their units for another.

‘Betting everything on one outcome generally is not a well-diversified approach’: Chris Eddy – 10X Investments.

Independent analyst Jimmy Moyaha talks the weak updates from both Omnia and MTN. Keith McLachlan of Integral Asset Management on his JSE-listed offshore small cap AMC (actively managed certificate). 10X Investments's Chris Eddy talks the pitfalls of tactical asset allocation in the short term.

Greg Blend and his Africrest team have been converting office buildings to apartments since 2016.

FNB's Wayne McCurrie on Redefine results, is the worst behind them? Greg Blend from Africrest Properties on the opportunities and challenges of converting offices to residential. Dylan Govender from Investec discusses additional regulations impacting importers.

Money will be spent in South Africa at the end of the day. But you only benefit from this by investing in a globally diversified portfolio – Attila Kadikoy of Levantine & Co.

Gary Booysen from Rand Swiss on Dis-Chem results, as revenue rises, but profits fall. Attila Kadikoy from Levantine & Co on why the increased Reg 28 offshore limits are not bad for the country or local exchanges. Cliffe Dekker Hofmeyr's Louis Botha on the tax implications of the MTBPS.

CEO Stefano Marani notes that Phase 1 LNG production is at full capacity and profitable, and the company is looking to an IPO on Nasdaq to bring Phase 2 fully into operation.

RMB's Matete Thulare on the Sibanye-Stillwater update, lots of pain … is there any hope? Renergen CEO Stefano Marani on recent results, funding requirements, the helium leak and Phase 2. Simon's thoughts on the power of time when investing.

All users need to do is ‘pitch up and spend less time or less money than you would on a cup of coffee’ – CEO Charles Savage.

Lonwabo Maqubela from Perpetua Investment Managers talks MTN and Vodacom. Any value here? Sanisha Packirisamy from Momentum Investments reviews the MTBPS. Charles Savage of Purple Group defends the controversial R25 monthly fee for Thrive programme

Cash at most points in the cycle is not an especially compelling opportunity – on a standalone basis: Sean Neethling, Morningstar SA.

Alex Duys from Umthombo Wealth on Anheuser-Busch InBev results that saw revenues higher as volumes fell and Woolies buys Absolute Pets. Sean Neethling from Morningstar South Africa on the merits of cash as an asset class. Krishan Gopaul from the World Gold Council on their third-quarter report that saw continued central bank buying and production on track for a record year.

After a recent visit, Faisal Rafi of RisCura reflects on aspects of the global giant’s economic recovery.

FNB's Chantal Marx FNB on Adcorp results as margins get squeezed. Faisal Rafi from RisCura offers economic insights from his recent trip to China. Manie Van Schalkwyk from the Southern African Fraud Prevention Service on avoiding tax-related scams now that returns have been submitted.

According to a recent Bankscope report, South African banks are globally fairly weak on profitability – Kwaku Debrah at African Financial Services Practice of Partners in Performance.

Sanlam's Nick Kunze on gold and his preferred gold stock as the yellow metal looks set for its highest monthly close ever. Luigi Marinus from PPS Investments on economic prospects as we head into the final two months of the year. Kwaku Debrah from Partners in Performance talks local banks as they offer value but are not as profitable as their global peers.

First-half highlights include efficiency improvement in the construction materials business, and domestic sales of iron ore compensating for a weaker dollar and the reduction in volumes.

Petri Redelinghuys from Herenya Capital Advisors on the charts for US and local indices looking weak … should we be worried? Andries van Heerden from Afrimat unpacks the company's results as it more than doubled profits during the period. Simon offers his thoughts on the Microsoft vs Alphabet results.

Nicola Malan from Malan Scholes Attorneys throws light on concerns regarding possible unintended consequences.

Wayne McCurrie from FNB Wealth & Investments on the DRD and Life Healthcare updates and results from Bytes Technology. Quintin Rossi from Spear Reit on results as they’re seeing corporates semigrating to Cape Town, boosting office demand. Nicola Malan from Malan Scholes Attorneys on the proposed new remuneration rules as set out in the recently published Companies Amendment Bill.

FSP brokers making derivative pricing – be it CFDs or options – need a licence, and the FSCA is going to pursue those unlicensed: Finalto MD Solomon Gounden.

Independent analyst Jimmy Moyaha on Famous Brands's results with revenue up and Heps down. Nikki Quinn from GfK, an NIQ company, on the potential risks and rewards for retailers and customers this Black Friday. The FSCA is reporting increased irregularities … Solomon Gounden from Finalto asks 'Is your broker compliant?'.

The role of capital markets is not to revive economic growth or improve investment sentiment: Olga Constantatos – Futuregrowth Asset Management.

Keiran Witthuhn from Anchor talks Sasol as load shedding, inflation and volatility continue to trouble the business. Citadel's Maarten Ackerman on next week's MTBPS and the tough choices facing the finance minister. Olga Constantatos from Futuregrowth Asset Management on the importance, impact and shortfall of capital markets locally.

The two-pot system could be quite an elegant solution. One of the biggest challenges for many people is to leave the money in their pension fund untouched: Richard Carter – Allan Gray.

FNB's Chantal Marx on another sudden CEO resignation … this time at Tiger Brands. Kyle Wales from Flagship Asset Management on stocks and sectors that do well in a higher-for-longer inflation environment. Richard Carter from Allan Gray talks challenges and opportunities within SA’s retirement fund system.

‘South Africans are using Airbnb as a more accessible, more affordable option to travel, and using it to explore the nooks and crannies of our country’: Velma Corcoran, regional lead Middle East Africa at Airbnb.

RMB's Matete Thulare on whether the rand is being more volatile than usual albeit within a wide range. And how much attention does he pay to director dealings?Velma Corcoran from Airbnb on the economic impact of the property-sharing platform. Simon offers his thoughts on the Renergen saga.

Momentum Investments CIO Mike Adsetts sketches the types and styles of this quantitative approach.

FNB's Sithembile Bopela on the Pick n Pay results, is there any value here, or is it a stock best left alone? Mike Adsetts from Momentum Investments on quant investing and managing offshore and local. Craig Newborn from PayJustNow talks the safety of buy now pay later (BNPL) when shopping online.

Iran entering the Israel-Hamas war would wreak havoc on Europe, the US and even SA – Isaah Mhlanga, RMB.

Faheema Adia from Momentum Investments talks Zeder results … and whether there are any other agri options worth a look. RMB's Isaah Mhlanga on the economic risks caused by the war in the Middle East. Adishan Naidoo from Standard Bank Equities on investment-backed lending. What is it, and how does it work?

Advaita Naidoo from Jack Hammer Global looks into the waste of time and Adam Grant’s four basic reasons to meet – to learn, collaborate, decide or do.

Anchor's Deryck Janse van Rensburg unpacks the latest update from Cashbuild and talks the generally struggling local small-cap sector. Calgro M3 CEO Wikus Lategan on results as Heps grow strongly even as it sells fewer units. Advaita Naidoo from Jack Hammer Global on the impact and cost of meetings … particularly recurring meetings.

Most central banks that started cutting rates continue to do so: David Reese, senior emerging markets economist at Schroders.

Nick Kunze from Sanlam Private Wealth on US banking results and the risk on trade in oil and gold. David Rees from Schroders talks global economics as they cut Chinese GDP for next year and expect no US recession. Citadel's Bianca Botes on a Brics currency and how the collection of countries would be better served as a trade block.

This is stressed by author Rob van Eyden in his recent book – Badass Trader: How to Trade Your Way to Riches.

Mia Kriegler from Kruger International on how they’re positioning themselves in the commodity space. Rob van Eyden discusses his book on the realities and struggles of becoming a successful trader. Simon offers his thoughts on how bonds work, yield up = price down.

There has to be a middleman single currency. It doesn't have to be the dollar, but the point is it is the dollar: Izak Odendaal – Old Mutual Wealth.

Lonwabo Maqubela from Perpetua on local healthcare stocks. With only two remaining listed – Netcare and Life Healthcare – do either offer value? Old Mutual Wealth's Izak Odendaal on the dollar still reigning supreme. Zak Calisto from Karooooo on the latest quarterly results.

Longer term we still think China's a compelling opportunity; but pay very careful attention to sizing those positions correctly: Debra Slabber – Morningstar SA

Alex Duys from Umthombo Wealth looking at QSR stocks after a modest Famous Brands update compared to recent good-looking Spur numbers. Herenya Capital Advisors's Petri Redelinghuys talks oil and the case for Sasol as it’s lagged the rand/Brent price. Debra Slabber from Morningstar SA on where investors should be looking offshore for long-term returns.

‘Any bit you can afford to draw down less really has a big impact on the sustainability of your retirement income’: Bjorn Ladewig – Just SA.

Matete Thulare from RMB on US economics. Jobs data came out strong and wage inflation was only +0.2% … is the US engineering the perfect soft landing? FNB's Sifiso Nkosi on stokvels showing resilience despite a very tough economy. Bjorn Ladewig from Just SA on drawdown rates and the impact on a living annuity.

Fortress plans simplified share class structure ‘I think it allows us to get back to Reit status in the future more easily’: CEO Steven Brown.

Reko Nare from Anchor on what individual components have been driving the local inflation basket. Keith McLachlan from Integral Asset Management talks preference shares as an alternative to cash for better tax treatment in the search for yield. Fortress's Steven Brown unpacks the Reit's plan to collapse the A and B share structure.

‘Very much like a company would be valued according to its assets and future cash flows, wine is exactly the same. When you pick stocks or wines there are very much the same principles’: Roland Peens – Wine Cellar.

Viv Govender from Rand Swiss on the effects of political conflict in the US and the upcoming debt ceiling on markets. Roland Peens from Wine Cellar on investing in wine as an alternative asset. Simon offers his thoughts on imposters on X/Twitter offering you vast riches by the weekend. No surprise … it’s a scam!

But it's not all doom and gloom for the South African mining industries: Vuyiswa Khutlang – PwC SA energy, utilities and resources partner.

Independent analyst Jimmy Moyaha on the orderly succession at FirstRand and where he’s investing right now. PwC's Vuyiswa Khutlang talks the state of local mining as the sector feels the pressure from logistics problems and price collapses. Can the industry thrive? Luno's Christo de Wit talks crypto and tax. What do you need to declare, and is it income capital gains tax?

‘The fantastic thing about the ETF is that it's accessible. It's at a low cost, it's liquid, it's diverse, it's less confusing because you know what you're holding’: Satrix CEO Fikile Mbhokota.

FNB's Wayne McCurrie on opportunities in the locally listed retail space as consumers continue to be squeezed. Fikile Mbhokota from Satrix on 30 years of ETFs in the US and 23 locally. Joshua Alexandre from InfoDocs on new requirements for all companies to submit beneficial ownership information to the CIPC.

Independent Securities has put together a cross selection of stocks called Stocks for all Seasons: Chief investment officer Simon Fillmore.

Alex Duys from Umthombo Wealth on the horror Pick n Pay update as the retailer replaces its CEO with Sean Summers, who led the company from 1999 to 2007. Simon Fillmore of Independent Securities talks five local and offshore stocks for all investors. Absa CIB's Sello Sekele on the September local PMI, which saw a further decline below the all-important 50.

‘SA Reits has been quite an unloved asset class, with sector flows drying up over the past few years’: Shane Packman – Morningstar SA.

Citadel's Bianca Botes on the macro data she’s watching most closely and concerns for the rand as we started the year around R17/US$. Shane Packman from Morningstar SA on the investment case (and risks) for locally listed Reits. Kavi Pather of EY Africa on their CEO Survey showing two thirds seeing AI as ‘force for good' - but ethical concerns persist.

The continent’s reduced ability to raise dollars has strained its ability to drive exports: Bohani Hlungwane – Absa CIB.

Gary Booysen of Rand Swiss on Capitec's decent results, but high valuation, and Spar's Poland exit and trading update. Absa CIB's Bohani Hlungwane shares insights on the crisis of foreign currency liquidity shortages in many African countries. And, Simon's thoughts on getting exposure to high yielding US government bonds.

‘We are...starting off with the top 100 brands as the portfolio universe’: Craig Antonie – AnBro Capital Investments.

Lonwabo Maqubela of Perpetua Investment Managers shares insights on Old Mutual's results, as the group ups its dividend by a quarter despite seeing net client cash outflows of over R7bn. Craig Antonie from AnBro Capital Investments on the investment case for the world's biggest brands. Independent economist Elize Kruger speaks about the BankservAfrica Take-home Pay Index for August, which showed another positive increase.

Bonds will typically outperform in a rate-cutting cycle so longer bonds could start to outperform money-market deals: Lyle Sanker – PSG Asset Management.

Nick Kunze of Sanlam Private Wealth on AngloGold Ashanti moving its primary listing to the NYSE, Richemont's plunge of another 5%, and Nampak's rights offer fully taken up.PSG Asset Management's Lyle Sankar talking money market returns and DM vs EM government debt. Gary Feldman of NMG Benefits speaking about medical aid increases likely to be ahead of inflation and on the medical specialist shortage.

‘The lessons of 2022...are particularly important to pay attention to at this point in the financial cycle’: Sean Neethling – Morningstar South Africa.

Wayne McCurrie of FNB Wealth and Investments looks at Quantum Foods expecting a loss due to avian flu, and the risks to equity valuations with higher rates. Sean Neethling, head of Investments at Morningstar South Africa, talks about being underweight in high-flying US tech stocks. FNB's senior economist Siphamandla Mkhwanazi shares insights on slowing home sales and the impact of solar on sale prices.

Investors must protect the purchasing power of their portfolios – Equilibrium portfolio manager Thami Khoza.

Independent analyst Jimmy Moyaha talks Astral's horror update and Discovery's results as it brings back the dividend. Thami Khoza from Equilibrium on managing inflation in your portfolio. Simon offers his thoughts on the perils of deep-value stocks … what gets them moving higher?

In 2017, 57% of retail sales involved physical cash. Today it’s in the 30%, 35% zone: Thabo Makoko – Absa CIB.

Wayne McCurrie from FNB Wealth & Investments on the Fed and Sarb rate decisions and updates from PPC and Southern Sun. Absa CIB's Thabo Makoko talks the rise in cash transactions, indicating consumers are spending … especially on more discretionary items. Christo de Wit from Luno on the rise of bitcoin in Africa, especially in Nigeria, where there are concerns around weakening currency and inflation.

‘The result has been that it has definitely helped weaken the rand, and across the board that is negative for South Africans’: Nick van Rensburg – All Weather Capital.

Matete Thulare from RMB talks the risks to the rand as government tries to reign in spending ahead of rate announcements from numerous central banks. Nick van Rensburg from All Weather Capital on why increased Reg 28 offshore allowances are bad for the country. Galetti Commercial Real Estate's John Jack on the impact of rates on commercial property.

Physical commodities represent a great source of diversification in a traditional portfolio: Nerina Visser – etfSA.

Keiran Witthuhn from Anchor on company news as Mondi finally sells the last Russian assets and Bob van Dijk quits as Naspers/Prosus CEO. Nerina Visser from etfSA on actively managed certificates (AMCs) and the Coherent Capital Global Commodity AMC.PwC's Francois Prinsloo talks the local banking sector after another set of good results despite tough trading conditions.

South Africa has ‘prioritised current expenditure and marginalised investments in the economy’: Rhandzo Mukansi – Futuregrowth Asset Management.

Gary Booysen from Rand Swiss talks OUTsurance's strong results and the special dividend paid. Rhandzo Mukansi of Future Growth on whether financial repression policies could solve SA’s fiscal woes. SAVCA CEO Tshepiso Kobile on private equity trends and the growth in infrastructure investments.

‘This is an incredibly fruitful environment for stock pickers, and this volatility can throw up some tremendous opportunities’: Amit Parmar – JP Morgan Asset Management International Equity Group.

Faheema Adia from Momentum Securities unpacks FirstRand's results. Amit Parmar from JP Morgan Chase on risks and opportunities in the current market as AI excites everybody. Simon's thoughts on active managed certificates, a new CIS product on the JSE

As a general rule immovable properties would warrant a second will in that particular jurisdiction: Tim Mertens – Sovereign Trust.

Viv Govender from Rand Swiss on the ARM Nasdaq listing later on Thursday. Lots of hype … is it the next Nvidia? Cobus Loots from Pan African Resources on year-end results as they manage to keep all-in sustaining cost to low single-digit growth. Tim Mertens from Sovereign Trust on the need for a second will for offshore assets.

‘I'm delighted you are seeing public-private partnerships coming through – whether they call it privatisation, collaboration, joint ventures or public-private partnerships’: Macroeconomist Dr Roelof Botha.

FNB's Wayne McCurrie talks Discovery's strong trading update and Libstar results as cash conversion improved but Heps fell by almost half. Andrew Fulton from Eighty20 on their 2023 Q2 Credit Stress Report which revealed worsening defaults, with high net worth consumers being hardest hit. Dr Roelof Botha unpacks the Afrimat Construction Index for Q2 2023.

Investing in companies that compete with SA’s public sector can pay off because the competition is weak – Keith McLachlan of Integral Asset Management.

Independent analyst Jimmy Moyaha on results from Sun International and City Lodge. Keith McLachlan from Integral Asset Management talks Grindrod as the stock rallies back above 1 000c. After recent results, does it offer value? Mandy Dix-Peek from Old Mutual Wealth on recent changes to the Trusts Act as SA tries to get off the grey list.

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.