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Exclude Ecobank and Nedbank's underlying business looks strong
Zimele Mbanjwa from FNB Wealth & Investments unpacks Nedbank's seemingly flat results – and why removing the impact of the Ecobank stake disposal rev…
1 month ago
[TOP STORY] July 2026 Absa PMI shows manufacturing employment stall despite upticks
‘This release is quite interesting. Its decline this time around hides more positive things than it reveals’ – Absa economist Sello Seleke.
1 month ago
US earnings are spectacular so far
Gary Booysen from Rand Swiss unpacks the US earnings season, with around two-thirds of the S&P 500 having reported – what's stood out, for better or …
1 month ago
[TOP STORY] How SMEs are reshaping our construction industry
Thethe Mokele from Pinsent Masons explores the decline of SA’s construction sector and the rise of SMEs through joint ventures and government support.
1 month, 1 week ago
When is the right time to buy gold miners?
Petri Redelinghuys from Herenya Capital Advisors unpacks AngloGold Ashanti's results and asks whether gold miners are still worth holding. Thethe Mok…
1 month, 1 week ago
[TOP STORY] Foreign trusts are becoming accessible to everyday offshore investors
‘I think it's vital that people understand that once you've given the funds to the trust, they now belong to the trustees to look after for the benef…
1 month, 1 week ago
Is Mondi a buying opportunity at the bottom of the cycle?
Josh Viljoen from Merchant West Investments unpacks Mondi's tough results – and why the market still liked what it saw – before turning to Woolies's …
1 month, 1 week ago
[TOP STORY] Fresh insights into SA's R109bn liquor retail market
Andrea Slabber from Trade Intelligence considers the steep rise in online gambling a big factor curbing growth over the past year.
1 month, 1 week ago
Valterra proves best-in-class among PGM miners
Dylan Bradfield from Sharenet, unpacks Valterra's very strong results despite softer PGM prices over the period, and shares his quick take on the lat…
1 month, 1 week ago
[TOP STORY] Where to position your portfolio to catch the trend?
Sean Kelly of Parity Wealth explores why the ‘Mag Seven’ isn't the only game in town anymore.
1 month, 1 week ago