[TOP STORY] SA e-commerce: Local retailers vs Amazon, Shein, and Temu

Schalk Louw from PSG Old Oak shares his reflections on the highs and lows of 2024, a year where most assets surged, with some delivering standout gains. Thomas Kingombe Kock from Boston Consulting Group delves into South Africa's booming e-commerce sector, examining how local online retailers are holding their own…

‘Our strategy is to buy the best-performing food stores ... and we absolutely have the kind of in-house capability to manage that’, says Rob Abraham, MD at Atrato Capital investment advisors.

RMB's Matete Thulare unpacks Barloworld's delisting offer at R120 – does it offer a good premium and solve the Russian sanctions issue for shareholders? Rob Abraham, MD at Atrato Capital, the investment advisor to Supermarket Income Reit, discusses their secondary listing on the JSE this Friday, while Sanisha Packirisamy from…

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.