[TOP STORY] Shareholder activist NGO Just Share racks up five years

Bastian Teichgreeber from Prescient Investment Management considers how a stronger dollar could affect South African investors, as well as the ongoing geopolitical tensions.

Kieran Witthuhn from Anchor Capital shares his top investment idea for 2025, while KPMG's Frank Blackmore looks ahead to local GDP, rates, and inflation. Meanwhile, Bastian Teichgreeber from Prescient Investment Management explores what’s in store for South African investors in 2025 amidst a Trump presidency and rising geopolitical tensions.

‘South Africa trades at a discount to emerging market peers. But crucially the outlook for earnings is a lot greener today than what it has been pretty much at any time over the past decade’: PSG fund manager Mikhail Motala.

Independent analyst Carmen Mpelwane dives into Italtile’s latest update, pointing to some promising early signs of recovery in demand and spending. PSG Asset Management’s Mikhail Motala makes a compelling case for why SA Inc could shine in 2025. Megan Ladbrook from Only Realty Property Group shares her take on property…

‘Stablecoins saw $8.5 trillion in transactions in Q2 of 2024. That's double what Visa’s network did’ – Mark Mbugua from Yellow Card.