Spar update: Is Shoprite eating everybody's lunch?

The continent’s reduced ability to raise dollars has strained its ability to drive exports: Bohani Hlungwane – Absa CIB.

Gary Booysen of Rand Swiss on Capitec's decent results, but high valuation, and Spar's Poland exit and trading update. Absa CIB's Bohani Hlungwane shares insights on the crisis of foreign currency liquidity shortages in many African countries. And, Simon's thoughts on getting exposure to high yielding US government bonds.

‘We are...starting off with the top 100 brands as the portfolio universe’: Craig Antonie – AnBro Capital Investments.

Lonwabo Maqubela of Perpetua Investment Managers shares insights on Old Mutual's results, as the group ups its dividend by a quarter despite seeing net client cash outflows of over R7bn. Craig Antonie from AnBro Capital Investments on the investment case for the world's biggest brands. Independent economist Elize Kruger speaks…

Bonds will typically outperform in a rate-cutting cycle so longer bonds could start to outperform money-market deals: Lyle Sanker – PSG Asset Management.