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[TOP STORY] Buying undervalued shares when others are pessimistic

‘If the bet is 100% that Pick n Pay won’t turn around that just seems too severe, and I’m prepared to bet against that' – John Biccard from Ninety One.

23 Mar 3AM 6 min

The Fog of War makes investment decisions tough

Nick Kunze of Sanlam Private Wealth weighs in on the potential long-term impacts and opportunities as the Iran war moves into its fourth week, and analyses TFG's trading update. Momentum Group CEO Jeanette Marais on the latest results. John Biccard of Ninety One on managing being a value investor and…

23 Mar 1AM 21 min

[TOP STORY] Gold doesn't go up or down

Hlelo Giyose from First Avenue Investment Management explains the yellow metal’s constancy compared to every other investment asset.

20 Mar 3AM 8 min

Can AI assist with investing?

Matete Thulare of Investec on the rand, which has been holding on fairly well. But, is the collapse still to come? Hlelo Giyose of First Avenue Investment Management weighs in on gold, how it’s priced, and the stock-to-flow ratio impact on commodity prices. And, Simon's thoughts on using AI to…

20 Mar 1AM 22 min

[TOP STORY] Capitec redefining lending in SA

Wiehahn Koch explores the bank’s innovative ‘purpose lending’, which links credit to specific life improvement goals like mobility and education – rather than mere consumption.

19 Mar 3AM 5 min

Fed dot plot pushes next cut to yearend

Kea Nonyana from PrimeXBT unpacks the latest from PPC, dives into iOCO’s results, and breaks down what the Fed’s dot plot signals for markets. Dr Roelof Botha shares insights from the Q4 2025 Afrimat Construction Index, highlighting key trends shaping the sector. Wiehahn Koch from Capitec explores the advantages of…

19 Mar 1AM 19 min

[TOP STORY] STANLIB’s Energy Transition Fund reaches its first close at R5 billion

Head of Fixed Income Private Markets Johan Marnewick explains the fund’s structure, focusing on investing in operational renewable energy assets to deliver immediate returns, while supporting South Africa’s energy transition.

18 Mar 2AM 5 min

China: A beacon of opportunity amid global uncertainty?

Almost three weeks into the Iranian war, what’s the impact on global equity markets? Anchor’s Reko Nare unpacks the pressure points, with emerging markets taking more pain than developed peers. Tian Pan from Prescient China outlines the investment case for China – and what sets their new PANDA actively managed…

18 Mar 1AM 19 min

[TOP STORY] GDP limited as a measure of SA’s economic health

‘If we're underestimating our booms, it means people are going to put less money into the economy than they actually should. … [If] investment is down, GDP is down’ – Helenya Fourie, senior economist at the Bureau for Economic Research.

17 Mar 2AM 5 min

Market brushes off Optasia’s strong results

Independent analyst Jimmy Moyaha unpacks Optasia’s results as the stock trades below its 1900c IPO price. Helanya Fourie from Bureau Economic Research explains why GDP is no longer enough – and why we need a faster, more responsive alternative. Plus, Jono Bowling from Standard Bank Group breaks down the auto…

17 Mar 1AM 20 min

[TOP STORY] Don't put your head in the sand: Stablecoin adoption is not going away

‘If businesses don't adopt or even consider developing a stablecoin strategy, they are accumulating what I like to call 'optionality risk' – Chanal Subramoney from Yellow Card.

16 Mar 2AM 6 min

Markets hold their ground as oil risks rise

Oil remains elevated, but with global drawdowns still fairly modest, Nick Kunze of Sanlam Private Wealth asks whether Sasol’s latest move signals more upside or is simply an oil-leverage trade. Chanal Subramoney from Yellow Card makes the business case for a stable coin strategy. And with the new tax year…

16 Mar 1AM 20 min

[TOP STORY] Insights into SA’s evolving automotive landscape

Ayesha Hatea from TransUnion Africa discusses the surge in new vehicle sales driven by affordability, extended loan terms, the popularity of Chinese brands, and generational buying trends.

13 Mar 2AM 6 min

Trump can’t Taco out of this war

Schalk Louw from PSG Old Oak unpacks Standard Bank’s strong-looking results, with the group now deriving 40% from the rest of Africa, while we also touch on Woolies’s sudden CEO exit and ongoing oil pressure. Ayesha Hatea from TransUnion Africa joins us on the new trends emerging after new vehicle…

13 Mar 1AM 19 min

[TOP STORY] Credit crunch for the golden years

Eighty20 director Andrew Fulton points out that only 10% of South Africans believe they'll be able to retire comfortably at age 60.

12 Mar 2AM 5 min

Strong OUTsurance results pays special dividend

Shaun Dendere, independent analyst, weighs in on OUTsurance’s strong performance and special dividend, and looks at Harmony’s results – and what the market didn’t like. Metair delivered solid profits from continuing operations. But a lingering concern remains. Paul O'Flaherty, CEO of Metair, joins us to discuss the results and the…

12 Mar 1AM 19 min

From crude to CPI: how oil swings shape inflation and rates

Old Mutual Wealth investment strategist Izak Odendaal thinks the Sarb will consider the bigger risk here to be a rise in the unemployment rate.

11 Mar 2AM 6 min

Weaver Fintech growth bursts as it signs Shoprite, Takealot

Zimele Mbanjwa from FNB Wealth and Investments unpacks the latest Absa results. The bank screens as the cheapest locally – but do the numbers actually translate into real value for investors? Sean Wibberley, CEO of Weaver Fintech, joins us as the company hits four million customers and lands major partners…

11 Mar 1AM 19 min

[TOP STORY] Three key investment trends for South Africans

Bryn Hatty of Stonehage Fleming Investment Management SA explores the transformative impact of AI beyond tech giants and stresses the growing role of private markets.

10 Mar 2AM 6 min

Oil falls but uncertainty remains

Independent analyst Jimmy Moyaha unpacks AVI’s solid results, with the group managing to hold margins despite a tough operating environment. Mpact CEO Bruce Strong joins us on a mixed set of results – and why, with major capital projects now largely complete, the business should start seeing the payoff. Plus,…

10 Mar 1AM 21 min