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The Fed's rate policy effect on the rand
Matete Thulare from Investec unpacks why a hawkish Fed FOMC left the rand weaker and whether the local currency can still break below R16/$ again. Dr…
3 weeks ago
[TOP STORY] How AI and semiconductors are reshaping the market
‘Stocks start to outperform consistently in a new sector or subsector, so the leaders will show their hand. I think that's the key and we've got to b…
3 weeks, 1 day ago
Why cash retailers are worth a look
Petri Redelinghuys of Herenya Capital Advisors asks whether consumer stocks are worth a look as fuel prices trend lower and the rate-hiking cycle app…
3 weeks, 1 day ago
[TOP STORY] The struggle to get SA meat exported
'There's no communication between national and the provinces, so everything just sits' – Paul Matthew, CEO, Association of Meat Importers and Exporte…
3 weeks, 2 days ago
Iranian peace: Now what for our investments?
Considering the US-Iran peace deal, Zimele Mbanjwa from FNB Wealth & Investments unpacks which sectors and stocks could stand to benefit as lower oil…
3 weeks, 2 days ago
[TOP STORY] Executive pay: Navigating South Africa’s new Companies Act
‘I really do encourage companies that are disclosing these ratios not to just disclose a cold ratio with no context, and also not to just disclose th…
3 weeks, 4 days ago
Is energy the next play for AI investors?
Viv Govender from Rand Swiss talks SpaceX and the opportunities he finds most attractive in the AI sector right now. Leila Ebrahimi of PwC unpacks wh…
3 weeks, 4 days ago
[TOP STORY] AI predicts the 2026 Fifa World Cup winner – but let’s see
Haim Israel, Head of Global Thematic Investing Research at the Bank of America, describes the gargantuan role of AI in planning, directing and evalua…
4 weeks ago
Big bang expected from SpaceX listing
Hello SpaceX. As the biggest IPO ever hits markets today: What is SpaceX? Thoughts, opportunities? Jimmy Moyaha weighs in.
Bank of America's Haim Is…
4 weeks ago
[TOP STORY] Electronic payments grow despite slowing economic activity, PayInc data shows
Shergeran Naidoo, head of stakeholder engagement shares the latest readings of the PayInc Economics Index.
4 weeks, 1 day ago