Perspectives on Dis-Chem, Clicks and the agricultural sector

Chris Harmse of Sequoia Capital unpacks December inflation at 3.6% and an average CPI of 3.2% for 2025, the lowest in more than a decade, and what it signals for next week’s interest-rate call.

Petri Redelinghuys from Herenya Capital Advisors revisits Sasol – one of his 2025 picks – after a volatile year, and asks whether it still earns a place in his portfolio. Chris Harmse of Sequoia Capital unpacks December inflation at 3.6% and an average CPI of 3.2% for 2025, the lowest…

Justin Easthorpe from ooba discusses demographic shifts in SA homebuying, including more first-time, female and Generation Z buyers.

Chantal Marx from FNB Wealth and Investments unpacks the latest BHP Group production update. Zak Calisto, CEO of Karooooo, reflects on third-quarter results and whether the strong growth and cash generation can be sustained. Justin Easthorpe from ooba shares the key residential property trends he’s watching in 2026.

Kuseni Dlamini, president of the American Chamber of Commerce in SA, shares why Team SA needs delivery, not slogans, at Davos.