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[TOP STORY] Navigating the fund jungle with Morningstar's Medalist Ratings

‘It's an exciting time for us at Morningstar South Africa, as we've initiated analyst coverage on a few South African funds for the first time' – Michael Dodd, Senior Fund Analyst, Morningstar Investment Management.

13 Nov 2AM 7 min

Is Gold Fields's dividend policy stingy or prudent?

Shaun Dendere, independent analyst, on Woolworths’s latest update, Gold Fields’s refreshed dividend policy and the rand’s boost after the shift in SA's inflation target. Michael Dodd from Morningstar Investment Management on how new South African asset managers fare under the Morningstar Medalist Rating.

13 Nov 12AM 17 min

[TOP STORY] The ‘Mag 70’ phenomenon

'When you buy one of these stocks, you're not just buying a single company; you're buying an entire ecosystem of other companies' – Sean Kelly, Parity Wealth Managers.

12 Nov 1AM 8 min

Death, divorce and disaster serve Stor-Age well

Chantal Marx from FNB Wealth & Investment on Stor-Age’s results, trading around NAV with a somewhat underwhelming performance. Kobus Gertenbach, CEO of Premier Group, on a strong set of numbers driven by meaningful operational efficiencies. Sean Kelly from Parity Wealth Managers on the shift from Mag7 to Mag70 – and…

12 Nov 12AM 21 min

[TOP STORY] SA Reits on fire: Another excellent year

Ian Anderson from Merchant West Investments notes: ‘A lot of it is driven by declining interest rates and lower borrowing costs.’

11 Nov 1AM 6 min

Rare earth minerals and the AI boom

Petri Redelinghuys from Herenya Capital Advisors weighs in on the AI surge: Is this shaping into a bubble, should investors be cautious, or is the next big cue simply Nvidia’s results next Wednesday? Ian Anderson from Merchant West Investments on another excellent year for local Reits. Louw van Reenen of…

11 Nov 12AM 20 min

[TOP STORY] Thoughts on the finance minister’s Wednesday MTBPS

Vishal Rama of Prescient Investment Management considers SA’s rising debt load and how realistic fiscal consolidation looks from here.

10 Nov 1AM 6 min

TFG's debt and weak sales worry investors

TFG’s results, the JSE’s reporting shake-up.

9 Nov 11PM 19 min

[TOP STORY] SA citrus containerboard a 'silver lining' for Sappi

CEO Steve Binnie shares year-end results with key insights into revenue declines, tariffs and market strategies.

7 Nov 2AM 7 min

How does the FOMC actually work?

Pooja Tanna from Perpetua Investment Managers unpacks the FOMC – who sits around the table, how they’re selected, and why the process matters for markets. Sappi CEO Steve Binnie on the full-year numbers: profit softer and debt higher, but a clearer line of sight to better trading conditions ahead. And…

7 Nov 12AM 20 min

[TOP STORY] The latest hyperscaler earnings and AI growth

‘We haven't had any kind of significant scientific advantage from AI at the moment,’ comments Vic Govender from Rand Swiss.

6 Nov 2AM 7 min

Are we staring down the barrel of a market correct?

Kea Nonyana from PrimeXBT on Blu Label’s plans to list Cell C – is this a compelling entry point, and how worried should investors be as the Goldman Sachs and Morgan Stanley CEOs flag a possible 10%-20% market correction? Viv Govender from Rand Swiss discusses the latest hyperscaler earnings and…

6 Nov 12AM 20 min

[TOP STORY] MTBPS ‘dipstick’ foreshadows February budget

Citadel’s Maarten Ackerman asserts, ‘We will really solve the budget issues if we can get growth closer to 2.5%’.

5 Nov 3AM 6 min

No Optasia IPO pop … but there is value

Sithembile Bopela from FNB Wealth and Investments on Optasia’s muted debut – is there real value emerging? Citadel’s Maarten Ackerman on what to expect from the MTBPS: inflation targeting, revenue trends, and GNU alignment. Future Forex CEO Harry Scherzer warns that post-grey-list, FX transactions face tighter scrutiny.

5 Nov 12AM 20 min

[TOP STORY] What the October PMI data tells us about the economy

Absa CIB’s Sello Sekele reflects on SA’s manufacturing sector slipping back into contraction after briefly climbing above 50 in September.

4 Nov 1AM 5 min

Is the gold selloff over?

Petri Redelinghuys from Herenya Capital Advisors on whether gold can keep its footing near $4 000 or if weakness lies ahead — and the key levels to watch. Redefine COO Leon Kok on results as lower LTV and easing interest rates lift sentiment. Absa CIB’s Sello Sekele on the October…

4 Nov 12AM 21 min

[TOP STORY] Power struggles: Why SA’s economy can't catch a break

Coface economist Aroni Chaudhuri points to the stark realities of why South Africa has ‘basically underperformed every other emerging economy’ since 2010.

3 Nov 3AM 7 min

Mag 7 generating massive free cash flow

Sanlam Private Wealth’s Nick Kunze unpacks Aspen’s €25 million boost, Vodacom’s latest trading update, and the standout themes from the Mag 7 results. Coface Group Africa’s Aroni Chaudhuri weighs in on the power challenges still facing SA. Eighty20’s Andrew Fulton delves into South Africans’ gambling habits – and which parts…

3 Nov 12AM 20 min

[TOP STORY] What drivers are moving the gold market forward?

World Gold Council Strategist Joe Cavatoni weighs in on how central banks are rethinking their reserves.

31 Oct 3AM 9 min

Clicks vs Dis-Chem: Which is the better investment?

PSG Old Oak’s Schalk Louw unpacks how Dis-Chem stacks up against Clicks in the latest retail health results. Joe Cavatoni from the World Gold Council discusses record-breaking demand in their Q3 2025 Gold Demand Trends report. Plus, Simon weighs in on 'trade peace in our time” as Trump and Xi…

31 Oct 1AM 20 min