[TOP STORY] Dr Lumkile Mondi from Wits on the 2023 Sona

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President Ramaphosa hopes that an electricity minister could be a Hendrik van der Bijl who was recruited by General Jan Smuts to try and resolve the manufacturing challenge of South Africa.

10 Feb 2023 2AM English South Africa Business News · Business

[TOP STORY] The positive bond feedback loop: SA’s economic resilience

Izak Odendaal of Old Mutual Wealth looks at why global bond turmoil is putting local bonds in focus ahead of the MTBPS.

13 Oct 2AM 5 min

Boxer coming for Shoprite's retail crown

Alyssa Viljoen from Merchant West Investments unpacks Boxer's strong cash conversion and new CEO. Izak Odendaal of Old Mutual Wealth looks at why global bond turmoil is putting local bonds in focus ahead of the MTBPS. Plus, Duma Mxenge from Satrix explains the all-important effective annual cost and why investors…

13 Oct 1AM 21 min

[TOP STORY] SA mining in 2026: Capital allocation, discipline, and resource resilience

‘It really is a good story for the mining industry’ notes PwC partner Vuyiswa Khutlang.

12 Oct 2AM 7 min

JSE at yearly lows: Time to buy or brace?

The Top 40 records its lowest weekly close of the year. Buying opportunity or cause for concern? Nick Kuze from Sanlam Private Wealth weighs in, and US earnings season kicks off with the banks. PwC's Vuyiswa Khutlang unpacks the state of SA's mining sector, while Liberty's Zandile Makhoba discusses research…

12 Oct 1AM 21 min

[TOP STORY] Evaluating SA’s Big Five banks on climate risk and transition strategies

‘Climate affects credit risk, market risk, strategy, capital allocation – and in this sense ultimately shareholder value’: Climate risk analyst Odinakachi Okeke, KK.

9 Oct 2AM 9 min